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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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AlertMiss the October 31st Webinar "Teaming for Success in Three Legacy Planning Business Models," the program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® designation? Register for your complimentary replay today!
WebinarsThe Robert G. Alexander Webinar Series provides estate planners with accessible, affordable, multi-disciplinary education. Programs are available live and on-demand to watch at your leisure and attendees can choose to register for individual programs or for a series subscription. Continuing education credit is available at each NAEPC-hosted webinar for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.
2018 Schedule Released!For full program details and to register for either the series or an individual program, visit http://www.naepc.org/events/webinar.
The 54th Annual NAEPC Advanced Estate Planning Strategies Conference concluded approximately a month ago and we are grateful for the support of the conference sponsors and exhibitors as their participation allows us to provide attendees with the experience the annual conference remains known for, and provided attendees with access to new resources during the three days of exhibit hall hours. Please click on each logo to learn more.
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 this month: LINK: Working in CollaborationThere are two circumstances when you work in collaboration: when you want to, and when you have to. Regardless of the reason, it can be challenging, frustrating and even professionally annoying. But when you have a process, and you use the 5 Best Practices of Collaboration, working with other professional advisors can be rewarding and productive. NAEPC commissioned The Legacy Companies to design, develop and deploy an interactive and self-paced 9-module online course at an incredibly low cost so that each of us can become experts at working in collaboration. To learn more, visit www.think-legacy.com/naepc. The registration fee is just $169 for members of affiliated local councils and $100 for active Accredited Estate Planner® designees. AEP® designees can obtain their special discount code by logging into the national website or giving the NAEPC office a call at (866) 226-2224 prior to enrolling, council members can visit the website to get started today! LINK: Working in Collaboration We want to hear from you! What benefits would you like to see? Email us your suggestions today!
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Accredited Estate Planner® (AEP®) Designation Program
Message from the President
M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC® Joining the board on December 1, 2011 triggered a string of events that brought us to December 1, 2017, the very day on which I assumed the presidency of this esteemed association. Valuable friendships have been formed, NAEPC has continued to grow and become stronger, and I have learned from so many in the past seven years. As I take over as president this year I owe a heartfelt thanks to all who have served before, especially immediate past president Paul S. Viren. Thank you, Paul, and the entire board of directors, for your service. So many things happened during calendar year 2017, of which I will highlight two. First, you have quite likely noticed our shiny new website! My personal thanks to Robert P. Goodman and the Website & Technology Committee for taking this project on and for delivering a new site that is intuitive, modern, and much more user-friendly. Second, I am excited to share with you our brand new video. Whether you are a long-standing member of NAEPC or brand new to the association or an affiliated council, this exciting video is sure to highlight what we do, how we do it, and the importance of the affiliated local council network. NAEPC is thriving because of the remarkable team of an estimated 75 board members and volunteers. We have been blessed with continued growth and, as a result, are in need of additional volunteers to serve on the Council Relations Committee, a team comprised of territory representatives who serve as the liaisons between the individual councils (both affiliated and unaffiliated) and NAEPC. The committee works 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. If you are interested in joining the team, please visit our website for a committee volunteer application. Finally, I hope that I will see you at the 55th Annual NAEPC Advanced Estate Planning Strategies Conference scheduled from November 6-9, 2018 in Ft. Lauderdale. We will be providing an additional half day of education this year, watch your email and this newsletter for additional details as they become available. Best wishes, |
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