NAEPC Webinar: Business Clients Succession Planning
Presented by National Association of Estate Planners & Councils
Wednesday, March 13, 2019
3:00pm - 4:00pm ET
Speaker: Peter J. Merrick, FMA, CFP®, TEP, FCSI, DTM
The principal theme of this session is that developing a successful business exit and estate plan is like assembling a complicated puzzle. Each part must fit with the others in order for the final image to take shape. Given the detailed knowledge of estate planning, business law, mergers and acquisitions, tax law, insurance products, financial planning, and wealth management required during the exit planning process. The objective of this session is to learn what components are needed to develop and manage a multidisciplinary team to adequately represent the client planning to exit their business.
Peter J. Merrick, FMA, CFP®, TEP, FCSI, DTM is an income and capital enhancement consultant, speaker and author. Since the early 1990s, Peter’s career in business succession consulting and post-secondary financial education has been unparalleled in terms of depth and experience. He is considered one of the leading experts in succession planning, risk management, estate and trusts, US-Canada cross-border planning, and executive benefits and pensions across North America. Peter is a sought-after keynote speaker with expertise in project management for business succession.
REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE.
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The Robert G. Alexander Webinar Series
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education. Programs typically take place on the second Wednesday of each month at 3:00 pm ET.
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2024 Fees
Registration is available for individual webinars or by purchasing a yearly series subscription, which offers access to all of the programs scheduled during 2024 for one discounted fee.
| Individual | Series | Type |
|---|---|---|
| $40 | $280 ($360 value) | Accredited Estate Planner® designee or Estate Planning Law Specialist certificant |
| $40 | $280 ($360 value) | Student (available to a student who is enrolled either full or part time in an undergraduate or graduate program, majoring in the disciplines of legal, accounting, trust, insurance/financial planning, or philanthropy) |
| $60 | $420 ($540 value) | Member of an affiliated local estate planning council or at-large member of NAEPC |
| $100 | $700 ($900 value) | Non-member |
| $250 | $1,125 ($2,250 value) | Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together) Additional feeds available for $25 per feed per webinar by contacting us after the initial registration. |
To Register
- Individual Program: Click on "register here" on the page associated with the program you will be attending live or on-demand.
- Series Subscription: REGISTER FOR THE SERIES. We will send you an email after your registration has been processed with instructions about how to obtain log-in credentials for each program.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit.
Event Conduct Policy
By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.
Webinars will be hosted within NAEPC's new online community, Tradewing, which will allow us to offer them on a complimenary basis! Participants must create an account and then register for the webinar they would like to attend.