Programs and Services for Council Development
Robert G. Alexander Webinar Series
The Robert G. Alexander Webinar Series was introduced in 2013 and provides monthly online programs for viewing live or on-demand (at your leisure). The special programs are available to affiliated local estate planning councils, Accredited Estate Planner® designees, members of affiliated local estate planning councils, and non-members for individual viewing or group gatherings.
Program content complements the core value of NAEPC, the multi-disciplinary concept of estate planning.
Continuing education credit will be available at each webinar for Accredited Estate Planner® designees. In addition, a certificate of completion will be made available for those professionals that feel the program satisfies their continuing education requirements and are able to self-file. Councils may also file the program in their home state for programs offered in a group setting.
- $40 / Accredited Estate Planner® designee (dues must be current at the time of registration)
- $60 / member of an affiliated local estate planning council or at-large member of NAEPC
- $100 / individual non-member
- $250 / council meeting or group gathering (council dues must be current at the time of registration)
Please visit our website for more information, including the availabilitly of series subscriptions.
CardConnect - Merchant Account Services for Councils and Members
Exclusive Merchant Account / Credit Card Processing Benefits for Councils and Members provided by CardConnect, a Fiserv company (formerly known as Veracity Payment Solutions)
Whether it’s through your affiliated local estate planning council website or your personal business, accepting credit card payments just makes good business sense. Using our preferred partner to process those payments makes even better sense. NAEPC councils and their members get preferred rates when they process their credit or debit card transactions through CardConnect – a leading provider of processing services to the legal and accounting industry.
NAEPC benefits with CardConnect:
Members save an average of 27% on processing fees by switching to CardConnect. Plus, CardConnect offers the Merchant Surcharge Program to offset credit card transaction expenses by passing discount rate to the cardholder.
Customer Service Excellence
Support for you 24/7.
Legal and accounting associations have repeatedly made CardConnect their number one processing choice.
Free Mobile Marketing Solutions
Free Fan CONNECT account to help you send messages and reach your contacts instantly on their mobile devices.
For more information or for a no-obligation quote to obtain your merchant account and VAR sheet, please contact the CardConnect Team assigned to NAEPC:
- Rick Kallas – 872-365-6436 or Richard.firstname.lastname@example.org
- Or visit https://cardconnect.com/partner/naepc
Make sure you mention the NAEPC to get your preferred benefits!
ConferenceAdit Meeting Services & Virtual Event Production Services
ConferenceAdit has transformed how continuing education tracking and reporting is managed and has been assisting NAEPC since 2017… now they stand ready to help your council become more organized and efficient!
The firm offers attendee-friendly attendance & continuing education credit tracking and reporting, a digital program book with optional sponsor and exhibitor integration, course-level surveys, and economical virtual event production assistance for the smallest to the largest councils while allowing the host to have full control over the experience.
CE Tracking and Reporting
Stop wasting time and money on manual reporting! Members apply for CE and receive credit, right on their mobile device.
Dramatically increase attendee feedback by getting instant responses about the session.
Digital Conference Books / Online Hub
A significant savings when compared to printing, your council can offer an organized, polished and fully-branded hub with all event materials and the ability to include sponsors.
Virtual Event Production Services
Meeting the needs of your members by providing virtual or hybrid events but still unsure about the technology? This turn-key solution is cost effective and can be implemented with minimal lead time. ConferenceAdit helps your board by handling tricky details remotely, including: speaker training, testing and full monitoring during the session, digital delivery of all conference/session materials, tracking of attendance, and capturing feedback.
ConferenceAdit saves organizations and their attendees time, money, and frustration while delivering an exceptional attendee experience. Join the growing number of councils that have uncovered the secret that is ConferenceAdit!
Contact Steve Buscema to learn more. 978-208-9388 / email@example.com
Watch this testimonial from Kit Mac Nee, 2023 President-Elect.
"I use a new tool called ConferenceAdit... it has eliminated all the paper sign in sheets for credit, all the report preparation, plus instant certificates. Also, we can upload all the handouts for presentations and sponsor content. It does even more, but even if it didn't, would still be great! - Melissa Simpson, Estate Planning Council of Central Pennsylvania
NAEPC used ConferenceAdit's Digital Conference Book, Course Surveys, and CE Tracking for in-person Annual Conferences beginning with the 55th and has had a fantastic experience. The system does exactly what it's designed to do, especially with regard to improving the attendee experience, and does it very well. With credit available in all states for all estate planning-related disciplines, this service was a wonderful addition to the conference. - Eleanor M. Spuhler, National Association of Estate Planners & Councils
Immediate Access to Healthcare Directives & Emergency Medical Information - Anywhere, Anytime, 24/7/365
DocuBank provides instant access to advance directives & medical information and creates marketing opportunities for your firm. Find out more today.
Did you know that healthcare directives are unavailable in Electronic Medical Records more than 75% of the time?
You can make sure your clients and their loved ones have easy access to these vital documents by including a DocuBank Card in their estate plan. This handy card makes healthcare directives immediately available to hospitals worldwide 24/7/365 by fax and online. It also provides instant access to your client’s medication list, emergency contact information, allergies, medical conditions, vaccination log, medical history, and much, much more!
DocuBank has helped thousands of estate planning attorneys increase client retention by providing a low-cost, value-added service that clients appreciate. You can provide peace of mind for your clients and benefit from unique marketing features that reinforce your relationships with clients and generate referrals:
- Your branding printed on client cards and correspondences
- Clients see your logo and branding when they log in online!
- Alert emails to family generate referrals for next generation business
- DocuBank renewals can be a tangible addition to your client care or maintenance program
It’s easy to start protecting your clients with DocuBank! You’ll receive free brochures, sample cards, and personal onboarding for you and your team to help you add DocuBank to your firm’s workflow.
NAEPC members and members of local councils are eligible for a 63% discount on DocuBank! A one-year membership is just $20 per person (retail rate $55). Click here to set up your firm’s free account.
For more information, call 610-667-3524 or send them an email.
Watch the DocuBank Explainer Video to Learn More!
Leimberg Information Services (LISI) Subscription
Members of affiliated local estate planning councils that elect to sign up for the Leimberg Service can now get pre-paid access to Leimberg Information Services (LISI), a subscription service providing financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts. LISI is also home to a very powerful engine that will help subscribers create customized searches and past and future cases more easily and quickly than ever before possible. Contact your affiliated local council about participating in this program. REMINDER - This benefit is a benefit for affiliated local councils!
WHY IS LEIMBERG ACCESS IMPORTANT TO YOUR CHAPTER?
Your members will have unlimited (24/7/365) access - through your chapter's website - to Leimberg Information Services' huge data base of cases, rulings, legislation, and much more at www.leimbergservices.com
Leimberg Information Services (LISI) provides financial service professionals fast, frank, and incisive analysis by some of the leading experts in the U.S.
LISI is also home to a very powerful engine that will help your members create customized searches and find information more easily and quickly than ever before possible.
Estate planning council members receive weekly email reminders from the national office that the Leimberg Information Service website is available through membership in your Estate Planning Council.
Your estate planning council members receive access to hundreds of cases, rulings and legislation LISI has already reported on - and access to those posted throughout the year on almost a daily basis. These commentaries are instantly accessible through LISI's incredibly powerful search engine that will allow members to create customized searches to locate specific topics, references, and citations of particular interest to them.
Other benefits include: Twelve-year archive of monthly FaxNet data service and Section 7520 and other important rate information.
Cost to NAEPC affiliated councils:
To enroll in Jan., Feb., March, or April - $24/member
To enroll in May, June, July, or Aug., - $20/member
To enroll in Sept., Oct., Nov., or Dec., - $30/member *
*covers the last 4 months of the year and all of the following year.
All members of a council must enroll.
Please click HERE for additional information and an enrollment form.
No Charge Speaker Program provided by NAEPC
Each year, a variety of speakers are made available to NAEPCs affiliated councils through the "No Charge" speaker program (council must fund travel, lodging and meeting expenses as outlined within the informational packet for live programs). Speakers may be available for distance-learning or in-person programs, depending on their preference.
This benefit has been wildly successful since its inception and we are pleased to provide the packet for the current fiscal year below.
- Paul M. Caspersen, CFP®, AEP®, MS (financial planning & taxation)
- Al W. King, III, JD, LL.M., AEP® (Distinguished), TEP
- Kit Mac Nee, CFP®, CRPC®, AEP®
- Ginger F. Mlakar, JD, CPA, AEP®
- Jordon N. Rosen, CPA, MST, AEP® (Distinguished)
- Susan P. Rounds, JD, CPA, LL.M. (taxation), TEP, AEP® (Distinguished) Nominee
- Rachel L. Votto, CPA, AEP®
Don't forget... councils are also permitted to use one webinar in place of an in-person speaker, see the packet for details.
Sterling Cut Glass - Special Discounts on Award Pieces
Sterling Cut Glass offers perfect gifts for outgoing board members, honorees or speakers!
Sterling Cut Glass was founded in 1902 atop Mt. Adams’ “Art Hill” in Cincinnati, Ohio. Sterling artisans specialize in intricate hand cutting and polishing of the “Brilliant” period of American crystal.
Today, Sterling continues to enhance the beauty of fine crystal with custom etching and hand cutting for our retail store in Cincinnati, Ohio as well as for fine specialty retailers, golf and country club, resorts and distributors of custom etched crystal.
Sterling’s artisans continue to use the craftsmanship standards of our founders while always maintaining cutting edge technology.
Councils affiliated with NAEPC are entitled to a 10% discount. Please contact Kristin Dyas at 859-283-2333 ext.102 to place your order. Please reference "NAEPC Council Discount Program" when calling.