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You are receiving this newsletter because you are an active Accredited
Estate Planner® designee and/or member of NAEPC through your estate
planning council's affiliation. Membership offers many perks and this
newsletter contains an overview of those opportunities. Read on for more
information. |
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AlertsNAEPC Wants You! NAEPC Council Relations Committee Needs Your HelpNAEPC is actively seeking volunteers for the in the following states: Alabama, California, Connecticut, Georgia, Idaho, Kansas, Kentucky, Michigan, Minnesota, Missouri, New York, North Carolina, North Dakota, Oregon, South Carolina, South Dakota, Utah, and Virginia. The Council Relations Committee includes 51 territory representatives who serve as the liaisons between the individual councils (both affiliated and unaffiliated) and NAEPC. It is the mission of the CRC to deliver the exceptional resources, unsurpassed education and best practices referenced prominently within the association's mission statement to the affiliated councils, as well as to work to assist those councils interested in membership in NAEPC through the affiliation process. We meet once a month over the phone on the fourth Thursday. Come join us share the value of NAEPC. Learn more about volunteering and download an application Estate Planning Law Specialist Certification Live Review Course & Exam scheduled on October 25thIn partnership with the Notre Dame Tax & Estate Planning Institute, the Estate Law Specialist Board offers attorneys an opportunity to participate in a live review course and proctored exam to earn the Estate Planning Law Specialist (EPLS) certification - the only national board certification in estate planning. The review course will be offered on October 25, 2017 on campus at the Notre Dame Law School from 8:00 am to noon followed by the two-hour proctored exam which will begin promptly at 2:00 pm. Once registered for the proctored exam, candidates will be provided with the application for certification which must be completed and returned by Wednesday, October 11th in order to participate in the review session and exam. To obtain the certification, candidates must successfully pass the examination and receive application approval by the national review committee. Please note that the exam will be offered in hardcopy only and exam results will be communicated within thirty (30) days. Cost for members of an NAEPC-affiliated local estate planning council is $595 and $645 for non-members. For more information and to register, please contact the Estate Law Specialist Board office at 866-226-2224.
WebinarsThe Robert G. Alexander Webinar Series provides estate planners with accessible, high quality, multi-disciplinary education. Programs are available live and on-demand and attendees can choose to register for individual programs, or for a series subscription. We hope you will join us for an upcoming program:
Wednesday, September 13, 2017, 3:00pm - 4:00pm ET
Wednesday, October 11, 2017, 3:00pm - 4:00pm ET
Individual program registration fees:
We are grateful for the support of our conference sponsors and exhibitors. Their participation allows us to provide attendees with the experience the annual conference has become known for and also gives attendees access to new resources during the three days of exhibit hall hours. Please click on each logo to learn more.
Sponsorships are still available! Those that have an interest can review the conference sponsor kit or contact Ed Socorro at ESocorro@NAEPCmarketing.org or 312-600-5303 for more details.
Member BenefitsAs an AEP® designee or member of your local council, you have access to a list of nearly 40 member benefits spanning a range of categories.
View all of the exciting benefits available to you as a member of NAEPC, including our highlighted benefit for August: Featured:
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Series
Subscriptions are also available! The yearly subscription offers a
substantial discount to attend all of the programs during the calendar year!
(On-demand access is provided for all prior 2017 programs.)
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The Ultimate Estate Planner, Inc. was formed by nationally renowned estate
planning attorney, Philip J. Kavesh, in 2004.
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Education • Experience • Knowledge • Professional Reputation • Character Available to professionals in the following disciplines—accounting; insurance and financial planning; legal; philanthropy; and trust services—who hold a gateway credential of CPA, CLU®, ChFC®, CFP®, CPWA®, CFA, MSFS, MST, JD, CAP®, CSPG, or CTFA and meet stringent qualifications at the time of application and commit to ongoing continuing education and recertification requirements, the AEP® designation helps both clients and colleagues understand your belief in, and dedication to, the team concept of estate planning. |
Myth #1: I'm a trust officer who doesn't hold a CTFA designation so I don't qualify.
Not true! While every applicant must hold a gateway credential in good standing, it is not a requirement that gateway credential be a match for the discipline in which one is applying.
Example 1) Mary is employed by a community foundation in a philanthropic capacity and has an active law license. She can apply for the designation in the philanthropy discipline, but use her active law license as the gateway credential.
Example 2) John is a relationship manager at a trust company and has an active CFP® designation. He can apply for the designation in the trust services discipline and use his active CFP® designation as the gateway credential.
Myth #2: It's too expensive!
The regular application fee is currently just $300 and first year dues must be submitted at the time of application, making your investment just $450 to obtain the only graduate level, multi-disciplinary designation in estate planning.*
Myth #3: I don't do enough estate planning to qualify.
As a multi-disciplinary organization, the NAEPC definition of estate planning includes a wide variety of activities. After careful consideration, most applicants easily exceed the requirement of spending 33-1/3 percent of one's professional time devoted to estate planning.
*Coursework, when required, is not included in this calculation.
Interested in learning more? Visit www.NAEPC.org/AEP or contact our national office at (866) 226-2224 or admin@naepc.org.
Message from the President
Paul S. Viren, CLU®, ChFC®, AEP® As I begin this message today, we are in the wake of Hurricane Harvey, one of the most powerful natural disasters in our history. The NAEPC Board of Directors shares its heartfelt wishes for a speedy recovery to those affected by the storm. Your NAEPC family stands with you in the days ahead. Having served on the Spokane Estate Planning Council and NAEPC boards of directors for many years I have the perspective of time and experience (I call that getting old!) that reaffirms the privilege of being an Accredited Estate Planner® (AEP®) designee. Like you, I am passionate about estate planning! To help clients and their families in planning and preparing for their future is truly an amazing honor. The future I refer to is not only for tomorrow but for generations to come. Collectively, the advisor team works patiently and carefully to guide these families in making their life's goals a reality. What we do is humble work and takes plenty of patience and good listening. Our important work will last for generations, and while our names may be lost to the ages, the legacy we leave behind truly makes a difference for the families we serve. Being an AEP® designee matters! It matters because we subscribe to a set of principles that include an unwavering dedication to working collaboratively with other advisors, high ethical standards, and putting clients' interests ahead of our own. For those who are active AEP® designees, I am so proud of your work and dedication to the estate planning profession. If you are not yet an AEP®, I encourage you to consider attaining the designation as it truly sets you apart as a leader in the estate planning field, and acknowledges that your experience and expertise can be relied upon by other professionals and your clients. If you would like more details or an application, please visit www.NAEPC.org/AEP. If you have any questions about becoming an AEP®, please call me or the national office at any time. Until November, |
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