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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


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