We're processing your registration now.
This may take several minutes.
Do Not Refresh Your Browser.

NAEPC Webinars

Continuing education credit is available at this webinar for Accredited Estate Planner® designees who attend the entire program. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements, are able to self-file, and have participated in the entire program. It is your responsibility to determine whether your state, discipline, or designation will allow you to self-file for a distance-learning program.

Entire Package:

 

 

Growing your Business and Network in a Virtual World: A Multidisciplinary Panel Discussion

 

SPEAKER: 

Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)

 

DATE: 

Wednesday, January 20, 2021

 

TIME: 

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

 

DURATION: 

1 hour 30 minutes

Post-Election Estate Planning: The Tsunami Continues to Roll In

 

SPEAKER: 

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

 

DATE: 

Wednesday, February 10, 2021

 

TIME: 

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

 

DURATION: 

1 hour

The Future Client and Future Advisor

 

SPEAKER: 

George Nichols, III, President & CEO, The American College of Financial Services & Dien Yuen, JD, LL.M. (International Law), CAP®, AEP®

 

DATE: 

Wednesday, March 10, 2021

 

TIME: 

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

 

DURATION: 

1 hour

Well-Being Trusts - the Future of Imbuing Trusts with Positivity, Meaning and Purpose

 

SPEAKER: 

Richard S. Franklin, J.D., LL.M, & Raymond C. Odom, CFP®

 

DATE: 

Wednesday, April 21, 2021

 

TIME: 

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

 

DURATION: 

1 hour

529 Planning

 

SPEAKER: 

Susan T. Bart, JD

 

DATE: 

Wednesday, May 12, 2021

 

TIME: 

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

 

DURATION: 

1 hour

Tax-Smart Charitable Giving, Especially with Retirement Assets

 

SPEAKER: 

Christopher R. Hoyt, JD, AEP® (Distinguished)

 

DATE: 

Wednesday, June 9, 2021

 

TIME: 

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

 

DURATION: 

1 hour

2021 Income Tax Planning Strategies including IRA Strategies

 

SPEAKER: 

Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA

 

DATE: 

Wednesday, June 23, 2021

 

TIME: 

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

 

DURATION: 

1 hour

Income Tax Planning for Real Estate Using Estate Planning Techniques

 

SPEAKER: 

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

 

DATE: 

Wednesday, July 14, 2021

 

TIME: 

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

 

DURATION: 

1 hour

Planning for Business Owners and Trusts in Light of Changing Income Tax Rates

 

SPEAKER: 

Steven B. Gorin, JD, CPA, CGMA®, AEP® (Distinguished)

 

DATE: 

Wednesday, August 11, 2021

 

TIME: 

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

 

DURATION: 

1 hour

The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys` Perspective

 

SPEAKER: 

Natalia C. Wilson, JD

 

DATE: 

Wednesday, September 15, 2021

 

TIME: 

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

 

DURATION: 

1 hour

Social Security Considerations in Estate Planning

 

SPEAKER: 

Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®

 

DATE: 

Wednesday, October 13, 2021

 

TIME: 

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

 

DURATION: 

1 hour

Estate Planning for Modern Families: Planning for Diversity and Flexibility

 

SPEAKER: 

Wendy S. Goffe, JD, AEP® (Distinguished) Nominee, & Kim Kamin, JD, AEP®

 

DATE: 

Wednesday, December 8, 2021

 

TIME: 

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

 

DURATION: 

1 hour

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

Special Instructions: What if I miss a webinar? If you are unable to attend a webinar for which you have registered, you will be able to watch a recording of the webinar within a few days of the live presentation. If you register for the complete Webinar Series after one or more of the webinars have been presented live, you will be able to watch a recording of each missed webinar at no extra charge.

Affiliated local estate planning council meeting or group gathering (one feed to be shown in a single location to a group). Additional connections $25/each after the initial group gathering has been purchased. An additional connection provides a separate link to the program, which can be shown to a satellite location, office, or meeting room. Interested parties should contact NAEPC at 866-226-2224 or webinars@naepc.org after purchasing the primary registration for additional instructions.
 
Register via our Secure Server Visa Mastercard American Express Discover
/

I hereby grant my permission for NAEPC to have my personal information as I have provided above and I consent for NAEPC to contact me. I understand that I may withdraw my request to be contacted and/or can request to have my personal information removed from your system at any time by contacting GDPR@ConferTel.net

 

 

 

 

Webinars@ConferTel.net

866-930-4500
760-931-0079 (Fax)

For more information: Click Here

 

 

Cancellations made prior to 14 days of the Webinar will be eligible for a 75% refund. Cancellations within 14 days are not eligible for refund. If you have any questions about billing or refunds, please email Webinars@ConferTel.net or call 866-930-4500.