NAEPC Webinar: Planning Team Revenue Opportunities Generated by New Tax Law
Presented by National Association of Estate Planners & Councils
Wednesday, June 10, 2020
3:00pm - 4:00pm ET
Speaker: Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished)
Listen to this program if you are interested in how an insurance professional has used the recent tax legislation to help clients plan by including several members of the planning team. This intermediate level program will include multiple case examples.
Terri Getman is a nationally recognized lecturer, author and advisor to financial representatives who provide advice to families and privately-held business owners across the U.S. For more than 30 years Terri has specialized in the appropriate use of life insurance in client’s estate, business and executive benefit plans. Terri currently works for Diversified Brokerage Services, one of the largest life insurance brokerage general agencies, but for most of her career she held positions in advanced marketing at several large insurance carriers.
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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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To register for an upcoming program, click on "register here" on the page associated with the program you will be attending live or on-demand. Those who are new to the Tradewing system must create an account before registering.
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.
Sponsorship
Webinar sponsorship is now available! Direct inquiries to Ed Socorro @ 312-600-5303 or sponsorship@naepc.org.
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 complimentary basis! Participants must create an account and then register for the webinar they would like to attend.