NAEPC News / OCTOBER 2022
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The Association’s Upcoming Celebration of Excellence
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October 19, 2022 at 3:00 pm ET
Family Matters: How Business-Owning Families Can Work Together for a Unified Future with Claudia B. Sangster, JD
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The Centralized Location for Best-in-Class Thought Leadership
Now with More Original Work
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October 17-23, 2022
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November 15-18, 2022
Attend Virtually or In-Person in Fort Lauderdale, Florida
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The Only Graduate Level, Multi-disciplinary Credential Emphasizing the Collaborative Approach to Client Relationships
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Message from the President
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Julie A. Buschman, CPA, AEP, CAP
The Northern Trust Company
Dallas, Texas
Dear Members and Friends,
We are approximately one month away from gathering together and I could not be more excited to return to Fort Lauderdale to attend the 59th Annual NAEPC Advanced Estate Planning Strategies Conference. The event is so much more than simply an educational conference and I hope you are planning to join us as we assemble for the first time since 2019.
During our time together we’ll learn from one another and from the profession’s leaders, names we know and respect. We’ll also focus on the true meaning of excellence in estate planning while celebrating and honoring the affiliated estate planning councils that will be receiving a Council of Excellence, 5 Star, or Emerging Council honors, the recipient of the Robert E. Fox, CLU®, AEP® Volunteer Service Award and the Hartman Axley Lifetime Service Award, and those who will be joining the NAEPC Estate Planning Hall of Fame® in 2022! The event also recognizes those who serve on the board of NAEPC and who volunteer their time and talent on local council boards and within national committees; the many dedicated members who help keep NAEPC on a forward path and for whom we are exceptionally grateful.
Please join us in Florida next month to celebrate the excellence in estate planning that YOU have created. Don’t forget, the hotel and regular registration deadlines are October 17th so register today!
Sincerely,
2022 President
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59th Annual NAEPC Advanced Estate Planning Strategies Conference with Pre‑Conference Sessions for Estate Planning Council Leaders
November 15 - 18, 2022 · Ft. Lauderdale, Florida
Fort Lauderdale Marriott Harbor Beach Resort & Spa
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COLLABORATE EDUCATE CULTIVATE
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ATTEND VIRTUALLY OR IN-PERSON
Registration packages & single-day passes available
Upcoming Deadlines:
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Collaborate
Whether you are a council leader attending the pre-conference sessions or a council member attending for the education sessions, you’ll be an important part of an event that is designed to bring estate planning professionals together in a safe, collaborative, and thought-provoking environment. This event is designed for YOU!
Educate
Enhance your knowledge with exciting sessions provided by the profession’s leading experts while obtaining national and multi-disciplinary continuing education credit for insurance, legal, and accounting professionals along with CFP®, CTFA, and PACE designees.
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- Harlan Accola, CRMP
- Dennis C. Bartos, PA
- Clayton Becker & Chace Daley
- April Caudill, JD, CLU®, ChFC®, AEP®
- Jeffrey D. Chadwick, JD
- Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
- Abigail Rosen Earthman, JD, LL.M.
- Ric Edelman
- Elizabeth Forspan, Esq.
- Tom Foster
- Wendy S. Goffe, JD, AEP® (Distinguished) & Kim Kamin, JD, BA, AEP® (Distinguished) Nominee
- Christopher R. Hoyt, JD, AEP® (Distinguished)
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- Meghan Gehr Hubbard, JD
- Amy K. Kanyuk, JD & Melissa Langa, A.B., JD, LL.M. (taxation), AEP®
- Evan Levine, ChFC® & Nainesh Shah, CFA, CVA
- Jamie L. Mendelsohn, Jon B. Mendelsohn & Todd Steinberg, JD
- Raymond C. Odom, JD, CFP®
- Michael A. Perlmutter, JD, CPA, CVA, ABAR
- Dave Zumpano, Esq., CPA
- And Eido M. Walny, Atty, AEP®, EPLS presenting the private AEP® & EPLS Session
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Cultivate
Strong, multi-disciplinary relationships are the foundation of client service and one of the foundational elements of both NAEPC and your affiliated local council. Attend to expand your personal national network of estate planning professionals.
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We are grateful to all 59th Annual Conference sponsors and exhibitors, including:
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We welcome your questions about sponsoring or exhibiting at this and upcoming annual conferences. Please contact Ed Socorro at sponsorship@naepc.org or 312-600-5303 with questions or to be added to our distribution list.
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National Estate Planning Awareness Week
October 17-23, 2022
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National Estate Planning Awareness Week is the annual event designed to help consumers understand what estate planning is (and is not) and why it is such a crucial component of financial wellness.
New in 2022, NAEPC has teamed up with profession leader Martin M. Shenkman, LawEasy, and several guests to provide NAEPC members with access to short videos dedicated to consumers. You are welcome to share these videos as you wish leading up to (and during) National Estate Planning Awareness Week. > Learn More
NAEPC thanks Marty Shenkman and his expert guests for sharing their time and talent on this initiative.
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Opportunities to Save
As an AEP® designee or council member, you have access to benefits spanning a range of categories. Take a look today to make sure you’re not leaving an opportunity to save behind!
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You are receiving this newsletter because you are an active Accredited Estate Planner® designee, a member of NAEPC through your estate planning council's affiliation, or have subscribed to receive communication from NAEPC. The NAEPC News is sent 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 permanently 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.
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