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New Developments in Charitable Giving

 

SPEAKER: 

Lawrence P. Katzenstein, Atty., AEP® (Distinguished)

 

DATE: 

Wednesday, January 10, 2018

 

TIME: 

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

 

DURATION: 

1 hour

Non-Tax Developments of Interest to Estate Planners: An Overview of Recent Cases of Significance for all Estate Planning Professionals

 

SPEAKER: 

Jeffrey N. Pennell, JD

 

DATE: 

Wednesday, February 14, 2018

 

TIME: 

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

 

DURATION: 

1 hour

High Tax Free Compounded Returns: The Keys to Building Wealth and Accomplishing Significant Financial Planning

 

SPEAKER: 

Jonathan G. Blattmachr, Esq., AEP® (Distinguished)

 

DATE: 

Wednesday, March 14, 2018

 

TIME: 

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

 

DURATION: 

1 hour

S.A.V.E. Yourself: How to Survive the Most Horrific Episodes of Life

 

SPEAKER: 

Chad Sheehan, Siouxland law enforcement veteran

 

DATE: 

Wednesday, April 25, 2018

 

TIME: 

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

 

DURATION: 

1 hour

The Top 20 Insurance Planning Mistakes - How to Avoid or At Least Fix Them

 

SPEAKER: 

Lawrence Brody, JD, LL.M., AEP® (Distinguished)

 

DATE: 

Wednesday, May 9, 2018

 

TIME: 

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

 

DURATION: 

1 hour

Heads I Win, Tails You Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific Change

 

SPEAKER: 

Joshua Rubenstein

 

DATE: 

Wednesday, June 6, 2018

 

TIME: 

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

 

DURATION: 

1 hour

What the Estate Planner Needs to Know about Roth Retirement Plans

 

SPEAKER: 

Natalie B. Choate, Esq., AEP® (Distinguished)

 

DATE: 

Wednesday, July 18, 2018

 

TIME: 

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

 

DURATION: 

1 hour

Philanthropic Times, They are a Changing

 

Speakers: Betsy Brill, MBA; Laura Malone, CAP®, CEPA; Jennifer Klein Strauss, JD

 

DATE: 

Wednesday, August 8, 2018

 

TIME: 

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

 

DURATION: 

1 hour

Professional Collaboration

 

SPEAKER: 

Heidi K. Gardner

 

DATE: 

Wednesday, September 5, 2018

 

TIME: 

11:00AM(Eastern) / 10:00AM(Central) / 9:00AM(Mountain) / 8:00AM(Pacific)

 

DURATION: 

1 hour

Blended Giving in Estate Planning

 

SPEAKER: 

Charles Schultz, JD

 

DATE: 

Wednesday, October 10, 2018

 

TIME: 

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

 

DURATION: 

1 hour

Post-Mortem Estate Planning

 

SPEAKER: 

Jeremiah Doyle

 

DATE: 

Wednesday, December 12, 2018

 

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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