Annual NAEPC
Advanced Estate Planning Strategies Conference

The Annual NAEPC Advanced Estate Planning Strategies Conference is the "go-to" multi-disciplinary event for estate planners from across the country and is available to every single member of every estate planning council, every estate planning professionals, and those who are not members of NAEPC.

Legal, accounting, CFP®, CTFA, EA, and PRP (formerly PACE) credit is requested in all states (including one hour of ethics credit, where applicable).  The program will not be filed for insurance or any state legal specialization credit, however.

Following the annual conference we host the Council Leadership Conference (formerly known as “Council Leadership Day”) where leaders from councils around the country convene to learn best practices to maintain and create a thriving local council from peers. These sessions are limited to individuals currently serving as volunteer board members or staff executive/administrator for a local council.

An exciting line-up of nationally-recognized speakers coupled with exciting locations and competitive registration fees make this signature annual event one that is not to be missed.

To learn more about the Advanced Estate Planning Strategies Conference, please visit our website. 

03/15/25

NAEPC Journal of Estate & Tax Planning

The NAEPC Journal of Estate & Tax Planning is NAEPCs web-based library of best-in-class thought leadership appropriate for every member of every estate planning council. Visit www.NAEPCJournal.org today to view current and past issues of the publication and to subscribe to direct notification of future issues.  

Published quarterly and available at no-charge to all estate planning council members and Accredited Estate Planner® designees, The Journal is considered to be one of the flagship benefits of membership in NAEPC. Each quarterly publication includes featured content and newsletters from leading practitioners and NAEPC Estate Planning Hall of Fame® members and a wealth of practice-based information. 

Make sure you're one of the first to know when a new issue is published by subscribing today!  The subscription link is found on the right panel of the page.

Ideas for future content or requests for publication may be submitted to editor@naepcjournal.org.

01/10/19

Robert G. Alexander Webinar Series

The Robert G. Alexander Webinar Series was introduced in 2013 and provides monthly online programs for viewing live or on-demand (at your leisure).  The special programs are available to affiliated local estate planning councils, Accredited Estate Planner® designees, members of affiliated local estate planning councils, and non-members for individual viewing or group gatherings.

Program content complements the core value of NAEPC, the multi-disciplinary concept of estate planning.

Continuing education credit will be available at each webinar for Accredited Estate Planner® designees.  In addition, a certificate of completion will be made available for those professionals that feel the program satisfies their continuing education requirements and are able to self-file.  Councils may also file the program in their home state for programs offered in a group setting.

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, this account is separate from your login for the national website and/or your local council website.

Please visit our website for more information and a list of all upcoming programs, which are now offered on a complimentary basis!

03/12/25

NAEPC Logo Merchandise

Just in time for the new year, NAEPC is pleased to offer logo merchandise.  

Purchase your long- or short-sleeve t-shirt or polo shirt today and produdly wear the NAEPC logo within your home community, providing the perfect opportunity to start a discussion about the importance of the team approach to estate planning.

Starting at just $34.99, this new offering is sure to be a hit!

ORDER HERE