![]() |
![]() |
![]() |
|||||||||||||||
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. |
|||||||||||||||||
|
|||||||||||||||||
![]() |
![]() |
![]() |
|||||||||||||||
Message from the President
S. Mark Alton, CFP®, ChFC®, CLU®,
CAP®, CPWA® Dear Reader: For much of the year, I have been sharing my thoughts on the pace of change within our profession and the world. As I conclude my presidency this month and reflect on the past year of service, it's also startling to have experienced firsthand the pace of positive and exciting change within our association. During the year our board of directors tackled many exciting and challenging initiatives and I'm excited to provide a report on several of those items below:
At the Annual Meeting held in November at the 56th Annual NAEPC Advanced Estate Planning Strategies Conference in Las Vegas, we thanked three board members for their exceptional service to NAEPC: M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®, Michael Rush Noland, CLU®, ChFC®, AEP®, and Hal R. Terr, CPA, PFS, CFP®, AEP®, while welcoming three new board members who will begin their service on January 1, 2020: Harvey A. Hutchinson III, MBA, M.Acc., JD, LL.M. (taxation), CFP®, AEP®, Sahar Pouyanrad, CTFA, CEP®, ChSNC, and Rachel L. Votto, CPA, AEP®, and John T. Midgett, JD, AEP® to the position of secretary. I am grateful to our entire board of directors for their support and tireless work on behalf of the association this year and you, our member, for being an active part of our national network of estate planning professionals and a leader within your community. It is only when we work together that we are able to achieve success. Please welcome John P. Garniewski, Jr., CPA/PFS, CFP®, AEP® as he assumes the presidency on January 1st. He and the board of directors are sure to carry on our tradition of collaboration, education, and the cultivation of excellence in estate planning during the year ahead.
The Collaboration CornerBrought to you by the NAEPC Multi-Disciplinary Teaming Committee
We are grateful for the support of all sponsors and exhibitors for the recently-concluded 56th Annual NAEPC Advanced Estate Planning Strategies Conference, including those shown below. Please click on each logo to learn more.
|
|||||||||||||||||
![]() |
![]() |
![]() |
|||||||||||||||
Subscription OptionsYou are receiving this message because of your affiliation with NAEPC or because your local estate planning council asked for its members to be included, no more frequently than six times per year. To unsubscribe from messages like this one, please use the link at the bottom of this message to remove your address from our distribution list. If you want to receive more frequent and timely communication about the NAEPC and its educational programming and member benefits, please be sure to subscribe for more frequent communications. |
|||||||||||||||||
![]() |
![]() |
![]() |
|||||||||||||||
![]() |
![]() |
![]() |
|||||||||||||||
National Association of Estate Planners & Councils
1120 Chester Avenue, Suite 470 Cleveland, OH 44114 {VR_SOCIAL_SHARING} |
|||||||||||||||||
![]() |
![]() |
![]() |
|||||||||||||||
![]() |
![]() |
![]() |