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Entire Package:

 

 

The Practical Use of AI in Estate Planning

 

SPEAKER: 

Paul Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® (Moderator), Dorna Moini, JD, Imaan Moughal, JD, and Sheryl Rowling, CPA/PFS

 

DATE: 

Wednesday, January 17, 2024

 

TIME: 

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

 

DURATION: 

1 hour

The Fiduciary Era for Life Insurance

 

SPEAKER: 

Steven S. Zeiger, CEBS, TEP

 

DATE: 

Wednesday, March 13, 2024

 

TIME: 

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

 

DURATION: 

1 hour

The Benefits of Integrating Personal Insurance into Estate Planning Discussions

 

SPEAKER: 

Linda Bourn & Steven Kent

 

DATE: 

Wednesday, April 17, 2024

 

TIME: 

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

 

DURATION: 

1 hour

Retirement Isn't Binary - Why Adaptive Based Retirement Income Planning Is Next

 

SPEAKER: 

Jamie P. Hopkins, JD, MBA, LLM, CLU®, ChFC®, CFP®, RICP®

 

DATE: 

Wednesday, May 8, 2024

 

TIME: 

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

 

DURATION: 

1 hour

Deathbed Income Tax and Transfer Tax Planning Opportunities

 

SPEAKER: 

Aejaz A. Dar, JD and Ellis Pretlow, JD

 

DATE: 

Wednesday, June 12, 2024

 

TIME: 

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

 

DURATION: 

1 hour

Estate Planning for International families with US Ties

 

SPEAKER: 

Edward A. Vergara, JD, LL.M. (taxation)

 

DATE: 

Wednesday, July 10, 2024

 

TIME: 

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

 

DURATION: 

1 hour

Special Needs and Elder Care Planning: How to Plan with an Eye Towards the Tax Considerations

 

SPEAKER: 

Elizabeth Forspan, Esq.

 

DATE: 

Wednesday, August 14, 2024

 

TIME: 

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

 

DURATION: 

1 hour

Snowbirding: Living in More than one Location in Retirement

 

SPEAKER: 

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

 

DATE: 

Wednesday, September 11, 2024

 

TIME: 

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

 

DURATION: 

1 hour

Executive Benefits Strategies Every Estate Planner Must Know

 

SPEAKER: 

Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®

 

DATE: 

Wednesday, October 9, 2024

 

TIME: 

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

 

DURATION: 

1 hour

From Deductibles to Donut Holes: How to Decipher Your Medicare Choices

 

SPEAKER: 

Dianne Savastano, BSN, MBA

 

DATE: 

Wednesday, November 13, 2024

 

TIME: 

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

 

DURATION: 

1 hour

TBD

 

DATE: 

Wednesday, December 11, 2024

 

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.
 
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