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:

 

 

Estate Planning Paralysis: Getting Your Clients to Act in 2023

 

SPEAKER: 

Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP®,

 

DATE: 

Wednesday, January 18, 2023

 

TIME: 

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

 

DURATION: 

1 hour

Coming Attractions: 2023 IRS Civil and Criminal Tax Enforcement Priorities

 

SPEAKER: 

Caroline D. Ciraolo and John D. (Don) Fort

 

DATE: 

Wednesday, February 8, 2023

 

TIME: 

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

 

DURATION: 

1 hour

Powerful Trust Laws to Combat Future Uncertainties

 

SPEAKER: 

Al W. King, III, JD, LL.M., AEP® (Distinguished), TEP

 

DATE: 

Wednesday, March 8, 2023

 

TIME: 

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

 

DURATION: 

1 hour

Your Clients Want a KISS Plan, but the IRS May Have the Last Dance—Planning for Simplicity and Tax Efficiency, for Clients who May Not Have to Pay Estate Tax

 

DATE: 

Wednesday, April 19, 2023

 

TIME: 

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

 

DURATION: 

1 hour

The Elegant Divorce

 

SPEAKER: 

Lisa M. Cukier, JD

 

DATE: 

Wednesday, May 10, 2023

 

TIME: 

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

 

DURATION: 

1 hour

It’s Hard Getting Old: Helping Clients Keep Control of Their Lives and Money

 

DATE: 

Wednesday, June 14, 2023

 

TIME: 

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

 

DURATION: 

1 hour

A Family Story, Cultural Competency, and Planned Giving: What Every Advisor Should Know

 

SPEAKER: 

Aquanetta J. Betts, JD, CAP®, AEP®, CFRE

 

DATE: 

Wednesday, July 12, 2023

 

TIME: 

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

 

DURATION: 

1 hour

Corporate Transparency Act and Common Law Trusts

 

SPEAKER: 

Jocelyn Margolin Borowski, JD, LL.M. and Elizabeth King, JD, LL.M.

 

DATE: 

Wednesday, August 9, 2023

 

TIME: 

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

 

DURATION: 

1 hour

What's Trending in Charitable Planning - Tips for Advisors on Need to Know Strategies

 

Speakers:
Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP®
Thomas M. Griffith, ChFC®, CAP®, AEP®
Ginger F. Mlakar, JD, CPA, AEP®

 

DATE: 

Wednesday, September 13, 2023

 

TIME: 

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

 

DURATION: 

1 hour

Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith

 

SPEAKER: 

Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished

 

DATE: 

Wednesday, October 11, 2023

 

TIME: 

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

 

DURATION: 

1 hour

International Tax Concerns for High Net Worth Individuals

 

SPEAKER: 

Chaya Siegfried, CPA, MST

 

DATE: 

Wednesday, December 13, 2023

 

TIME: 

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

 

DURATION: 

1 hour

Accredited Estate Planner® designee

$40.00/course

Member of an affiliated local estate planning council

$60.00/course

Non-member

$100.00/course

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/course

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/course

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.