DOL Fiduciary: When They’re Running You Out of Town - Get at the Head of the Line and Make it Look Like a Parade!

 

Speaker:

 Richard M. Weber, MBA, CLU®, AEP® (Distinguished) & Kim O`Brien

 

DATE:

 Tuesday, January 24, 2017

 

TIME:

 3:00PM(Eastern) / 2:00PM(Central) / 1:00PM(Mountain) / 12:00PM(Pacific)

 

DURATION:

 1 hour

Powers of Appointment

 

Speaker:

 Turney Berry, JD, AEP® (Distinguished)

 

DATE:

 Wednesday, February 8, 2017

 

TIME:

 3:00PM(Eastern) / 2:00PM(Central) / 1:00PM(Mountain) / 12:00PM(Pacific)

 

DURATION:

 1 hour

Negative Basis Partnership Freeze

 

Speaker:

 Jerome M. Hesch, MBA, JD, AEP® (Distinguished)

 

DATE:

 Wednesday, March 8, 2017

 

TIME:

 3:00PM(Eastern) / 2:00PM(Central) / 1:00PM(Mountain) / 12:00PM(Pacific)

 

DURATION:

 1 hour

Valuation Issues in Estate Planning

 

Speaker:

 David Adams

 

DATE:

 Wednesday, April 19, 2017

 

TIME:

 3:00PM(Eastern) / 2:00PM(Central) / 1:00PM(Mountain) / 12:00PM(Pacific)

 

DURATION:

 1 hour

Effective Estate Planning for Diminished Capacity; Can You Really Avoid a Guardianship?

 

Speaker:

 Diana Zeydel, JD, LL.M., AEP® (Distinguished)

 

DATE:

 Wednesday, May 10, 2017

 

TIME:

 3:00PM(Eastern) / 2:00PM(Central) / 1:00PM(Mountain) / 12:00PM(Pacific)

 

DURATION:

 1 hour

A Potpourri of Planning Ideas with Life Insurance

 

Speaker:

 Lee Slavutin, MD, CLU®, AEP® (Distinguished)

 

DATE:

 Wednesday, June 14, 2017

 

TIME:

 3:00PM(Eastern) / 2:00PM(Central) / 1:00PM(Mountain) / 12:00PM(Pacific)

 

DURATION:

 1 hour

Meet the Rileys: Can this Case be Closed?

 

Speaker:

 Philip Cubeta, CLU®, ChFC®, MSFS, CAP®

 

DATE:

 Wednesday, July 12, 2017

 

TIME:

 3:00PM(Eastern) / 2:00PM(Central) / 1:00PM(Mountain) / 12:00PM(Pacific)

 

DURATION:

 1 hour

Estate Planning Through an Asset Protection Lens - It's Not Just Self-Settled Trusts

 

Speaker:

 Gideon Rothschild, JD, CPA, AEP® (Distinguished)

 

DATE:

 Wednesday, August 9, 2017

 

TIME:

 3:00PM(Eastern) / 2:00PM(Central) / 1:00PM(Mountain) / 12:00PM(Pacific)

 

DURATION:

 1 hour

The Perfect Modern Trust Including Income Tax Sheltering Opportunities

 

Speaker:

 Dick Oshins, JD, LL.M., MBA, AEP® (Distinguished)

 

DATE:

 Wednesday, September 13, 2017

 

TIME:

 3:00PM(Eastern) / 2:00PM(Central) / 1:00PM(Mountain) / 12:00PM(Pacific)

 

DURATION:

 1 hour

Estate Planning after the 2704 Treasury Regulations: Planning with the New Rules

 

Speaker:

 Steven J. Oshins , JD, AEP® (Distinguished)

 

DATE:

 Wednesday, December 13, 2017

 

TIME:

 3:00PM(Eastern) / 2:00PM(Central) / 1:00PM(Mountain) / 12:00PM(Pacific)

 

DURATION:

 1 hour

Entire Package:

 

 

Accredited Estate Planner® designee

$40.00/session

Member of an affiliated local estate planning council

$60.00/session

Non-member

$100.00/session

Affiliated local estate planning council meeting or group gathering (one feed to be shown in a single location to a group), see below for additional information

$250.00/session

Junior/Student (available to a member of any NAEPC-affiliated council or one who is in the process of attaining the AEP® designation by virtue of being enrolled in either the required or an elective course offered by The American College

$40.00/session

Promotional Code

 

Total:

0.00


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