60th Annual NAEPC Advanced Estate Planning Strategies Conference Attendee Survey

General Questions

What is your primary discipline?
Was your initial conference registration process satisfactory?
For those staying at Marriott Harbor Beach Resort & Spa, were the guest rooms satisfactory?
If NAEPC provided a sponsored “Social Saturday” event (conference starts Sunday), would you be interested in arriving a day early to attend as a guest? (e.g.: boat tour / golf outing / wine tasting etc.)

Technical Education Questions

If you completed the speaker survey after each session using the online continuing education website, you do not need to complete this section.
On a scale of 1 to 10, with 10 being MOST valuable, please rate the conference speakers (speakers appear in the order of appearance).

Monday

Morgana Blackwelder & Mariam Whitten, ISA AM (Session provided by John Moran Auctioneers & Appraisers)
Wade D. Pfau, PhD, CFA®, RICP®
Louis W. Pierro, Esq. & Peter J. Strauss, Esq.
Brian K. Clontz, PhD, ChSNC®, RICP®, CAP®, CLU®, ChFC®, CFP®, AEP® (Distinguished)
Tama Brooks Klosek, JD
Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP®
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA®
Katie Bennett, CVA, LaToya Encarnacion, Jamie L. Mendelsohn, Jon B. Mendelsohn (Session offered by Ashar Group Life Settlements and Life Insurance Valuations)
Joan K. Crain, CFP®, TEP, AEP® (Distinguished)

Tuesday

Sharon McRill (Session offered by Betty Brigade)
Joan K. Crain, CFP®, TEP, AEP® (Distinguished)
Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP®
Katie Bennett, CVA, LaToya Encarnacion, and Jamie L. Mendelsohn (Session offered by Ashar Group Life Settlements and Life Insurance Valuations)
Bikram Chadha
Jeremiah W. Doyle IV, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished)
Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished)
Jestin Carlson, MD, MS, MHA, CPE & Ferdinando L. Mirarchi, DO, FAAEM, FACEP (Session offered by MIDEO Health)
Jeremiah W. Doyle IV, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished)
Aquanetta J. Betts, JD, CAP®, AEP®, CFRE, Theresa L. Hughes, MBA, CTFA, AEP®, Karly A. Laughlin, CPA, AEP®, Jennifer E. Smith, JD, LL.M. (taxation), AEP®, and Susan M. Tillery, CPA/PFS, AEP® (Distinguished)

Wednesday

Gary F. Rossi
William Fox, CPA, Richard Reuter, CPA, CGMA, and Timothy Wallen, CPA (Session offered by MLG Capital)
Michael H. Rubin, JD
S. Stacy Eastland, JD, AEP® (Distinguished)
What was the single most important factor in determining your attendance at this conference?

Council Leadership Conference Questions

Please answer only if you attended the sessions on the afternoon of Wednesday, November 15, 2023 and the morning of Thursday, November 16, 2023.
Did you enjoy the learning pod sessions?
Were the Council by Size breakout sessions helpful to you in your duties as a council leader?

Exhibit Hall Questions

Did you visit the exhibit hall?
Did you speak directly with an exhibitor?
Do you intend to follow up with one or more of the exhibiting and/or sponsoring companies after this event?