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After All That - Lifetime Transfers That Still Work!

 

SPEAKER: 

Louis A. Mezzullo, JD, AEP® (Distinguished)

 

DATE: 

Wednesday, January 19, 2022

 

TIME: 

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

 

DURATION: 

1 hour

Introducing the In Marriage QDRO® - A Brand New Option

 

SPEAKER: 

Marcus T. Foote, JD, and Stephanie N. Prestridge, JD

 

DATE: 

Wednesday, February 9, 2022

 

TIME: 

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

 

DURATION: 

1 hour

Hot Topics in Estate Planning (Finding Gems in the Ashes of the Dumpster Fire)

 

SPEAKER: 

Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)

 

DATE: 

Wednesday, March 9, 2022

 

TIME: 

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

 

DURATION: 

1 hour

Ten Ways to Protect Your Client's Digital Assets

 

SPEAKER: 

Betsy L. Ehrenberg

 

DATE: 

Wednesday, April 20, 2022

 

TIME: 

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

 

DURATION: 

1 hour

Do`s and Dont`s of Estate Planning for Millennials

 

SPEAKER: 

Christine S. Wakeman, JD

 

DATE: 

Wednesday, May 11, 2022

 

TIME: 

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

 

DURATION: 

1 hour

Building Blocks of Blockchain: Planning with Bitcoin & Cryptocurrency

 

SPEAKER: 

Abigail Earthman, JD, LL.M.

 

DATE: 

Wednesday, June 8, 2022

 

TIME: 

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

 

DURATION: 

1 hour

Overview of Planning & Issue Spotting for Multinational Individuals & Families

 

SPEAKER: 

Alexander A. Bove, Esq. and Karen L. Witherell

 

DATE: 

Wednesday, July 13, 2022

 

TIME: 

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

 

DURATION: 

1 hour

Current Issues in Estate and Gift Tax Audits and Litigation

 

SPEAKER: 

John W. Porter, B.B.A., JD, AEP® (Distinguished)

 

DATE: 

Wednesday, August 10, 2022

 

TIME: 

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

 

DURATION: 

1 hour

Creative Tax Planning for Trusts and Individuals

 

SPEAKER: 

Matt Brown

 

DATE: 

Wednesday, September 14, 2022

 

TIME: 

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

 

DURATION: 

1 hour

Family Matters: How Business-Owning Families Can Work Together for a Unified Future

 

SPEAKER: 

Claudia B. Sangster

 

DATE: 

Wednesday, October 19, 2022

 

TIME: 

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

 

DURATION: 

1 hour

Special Needs Planning

 

SPEAKER: 

Elizabeth Forspan

 

DATE: 

Wednesday, December 14, 2022

 

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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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.
 
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