NAEPC Webinars:

Wednesday, January 9, 2019 at 3:00pm - 4:00pm ET - Incorporating Long-Term Care, Longevity Annuities, and Investment Risk Into A Retirement Income Plan

Source: The Robert G. Alexander Webinar Series

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Retirement income planning can be like trying to hit a moving target in the wind. Longevity risk, long-term care needs, and investment volatility all make income planning challenging. This intermediate presentation will dive into best practices around building a retirement income plan that addresses these risks. 

Jamie P. Hopkins is Director of Retirement Research at Carson Group and the co-creator of the Retirement Income Certified Professional (RICP) designation at The American College. He is also the author of Rewirement: Rewiring The Way You Think About Retirement Planning. Jamie is also a contributor to Forbes, InvestmentNews, and Kiplinger on retirement income planning. 

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE

Wednesday, February 13, 2019 at 3:00pm - 4:00pm ET - Working Well with Widows

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE

Wednesday, February 27, 2019 at 3:00pm - 4:00pm ET - Complimentary Sponsored Webinar: Topic TBD

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE

Wednesday, March 13, 2019 at 3:00pm - 4:00pm ET - Succession Planning may not take a tough SOB (Specialist on Board), but are you up to it?

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE

Wednesday, April 10, 2019 at 3:00pm - 4:00pm ET - Qualified Opportunity Zones

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE

Wednesday, May 8, 2019 at 3:00pm - 4:00pm ET - The Generational Solution

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE

Wednesday, June 12, 2019 at 3:00pm - 4:00pm ET - Ethical Wills

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE

Wednesday, July 10, 2019 at 3:00pm - 4:00pm ET - Panel Discussion: Threats to Attorney - Client Privilege in a Team Environment

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE

Wednesday, August 14, 2019 at 3:00pm - 4:00pm ET - Technology in Your Practice

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE

Wednesday, September 11, 2019 at 3:00pm - 4:00pm ET - Topic TBD

Source: The Robert G. Alexander Webinar Series

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Detailed information regarding this presentation will be posted soon.

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE

National Association of
Estate Planners & Councils
Publications Committee Members

Editor
Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®, TEP
Deutsche Bank Trust Company Americas
Los Angeles, CA

Brian M. Balduzzi, JD, LL.M., MBA, CFP®
Wilmington Trust Company
Wilmington, DE

Sharon Goodman, JD
U H Y Advisors NY, Inc.
New York, NY

Al W. King, III, JD, LL.M., AEP® (Distinguished), TEP
South Dakota Trust Company, LLC
New York, NY

Bronwyn L. Martin, MBA, ChFC®, CLU®, CRPC®, CMFC®, AEP®, CLTC, LACP
Martin’s Financial Consulting Group
Kennett Square, PA

Michael P. Panebianco, JD, LL.M. (taxation), AEP®
Sheehan Phinney Bass & Green PA
Manchester, NH

Judith A. Saxe, JD, AEP®
CIBC Atlantic Trust Private Wealth Management
Boston, MA

Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
Martin M. Shenkman, P.C.
Fort Lee, NJ