NAEPC Webinar: Collaboration Matters: Working Together to Produce Extraordinary Results
Presented by National Association of Estate Planners & Councils
Wednesday, May 13, 2020
3:00pm - 4:00pm ET
Speaker: Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
When professionals operate in silos, the quality of advice and planning is subpar. As tax laws remain uncertain, planning has become more complicated, solutions more complex, and as the marketplace grows more advanced, the call for a SuperAdvisor (team of experts) for the SuperClient seems essential and irreversible. A team of experts provides checks and balances due to the overlapping knowledge of the participants, accepts 100% responsibility for the well-being of the client, and tenaciously makes sure there is flawless implementation of their recommendations.
Attend this all-level presentation to gather an understanding of how best to work in a team environment and to learn strategies to take these tips back to your own practice.
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) specializes in estate planning and life insurance for high net worth individuals, high-level corporate executives, and successful entrepreneurs. He works closely with professional tax advisors (attorneys, accountants, and trust officers) designing and implementing sophisticated life insurance strategies to help solve their clients’ unique estate planning needs. Mr. Gibbons, a long-standing Accredited Estate Planner® designee, was inducted into the NAEPC Estate Planning Hall of Fame® in 2013.
REGISTER HERE for the individual program. To purchase the 2020 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.
Not able to attend on the live date and time?
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.
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.