NAEPC Webinars:

Wednesday, February 27, 2019 at 3:00pm - 4:00pm ET - Complimentary Sponsored Webinar: Life Settlement Case Studies and How to Protect Client Best Interests

Source: The Robert G. Alexander Webinar Series

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There is a general lack of knowledge on the part of policy owners about life settlements that leave them vulnerable to opportunistic institutional investors if they lack proper representation from their advisor/advisory team. This intermediate level program will provide a thorough exploration of life settlement case studies and best practices with the necessary procedures to help mitigate risk and provide unexpected value and protection to their clients.

Jon B. Mendelsohn, CEO of Ashar Group/Ashar SMV, is an accomplished presenter and frequent speaker at the Annual Conference of the National Association of Estate Planners and Councils (NAEPC), American Institute of Certified Public Accountants (AICPA) annual ENGAGE Conference, the Association for Advanced Life Underwriting (AALU), Advisors in Philanthropy (AIP), and several other conferences and meetings nationally. Ashar Group is an independent resource that supports financial advisors and fiduciaries by providing life insurance appraisals, life settlements, and longevity services. 

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 - Business Clients Succession Planning

Source: The Robert G. Alexander Webinar Series

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The principal theme of this session is that developing a successful business exit and estate plan is like assembling a complicated puzzle. Each part must fit with the others in order for the final image to take shape. Given the detailed knowledge of estate planning, business law, mergers and acquisitions, tax law, insurance products, financial planning, and wealth management required during the exit planning process. The objective of this session is to learn what components are needed to develop and manage a multidisciplinary team to adequately represent the client planning to exit their business. 

Peter J. Merrick, FMA, CFP®, TEP, FCSI, DTM is an income and capital enhancement consultant, speaker and author. Since the early 1990s, Peter’s career in business succession consulting and post-secondary financial education has been unparalleled in terms of depth and experience. He is considered one of the leading experts in succession planning, risk management, estate and trusts, US-Canada cross-border planning, and executive benefits and pensions across North America. Peter is a sought-after keynote speaker with expertise in project management for business succession. 

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

Wednesday, October 16, 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

Wednesday, December 11, 2019 at 3:00pm - 4:00pm ET - Longevity

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 Conferences on Estate, Financial and Tax Planning, and Related Disciplines

This list offers information on national programs sponsored by professional associations. While every effort is made to keep the list current and accurate, dates and locations are subject to change. Please visit the website for the hosting organization to verify program details.

2019 Events

02/10/19 – 02/12/19 ABA Wealth Management & Trust Conference
San Francisco, CA
American Bankers Association
02/27/19 – 03/01/19 Florida Tax Institute
Tampa, FL
Florida Tax Institute
03/17/19 – 03/20/19 GAMA International Leadership & Management Conference (LAMP)
Grapevine, TX
GAMA International
03/20/19 – 03/24/19 American College of Trust & Estate Counsel Annual Meeting
La Quinta, CA
American College of Trust & Estate Counsel
04/03/19 – 04/05/19 Planning Techniques for Large Estates
Scottsdale, AZ
American Law Institute – American Bar Association
04/28/19 – 05/01/19 The Association of Home Office Underwriters Annual Conference
New Orleans, LA
The Association of Home Office Underwriters
04/28/19 – 04/30/19 Association for Advanced Life Underwriting Annual Meeting
Washington, DC
Association for Advanced Underwriting
05/06/19 – 05/09/19 The FPA Retreat
La Jolla, CA
Financial Planning Association
05/09/19 – 05/10/19 ABA Section of Real Property, Trust and Estate Law Spring Symposia
Boston, MA
ABA Section of Real Property, Trust and Estate Law Spring Symposia
05/09/19 – 05/11/19 National Academy of Elder Law Attorneys Annual Conference
Fort Worth, TX
National Academy of Elder Law Attorneys
05/13/19 – 05/16/19 National Association of Personal Financial Advisors Spring Conference
Austin, TX
National Association of Personal Financial Advisors
05/22/19 – 05/24/19 Advisors in Philanthropy Annual Conference
Washington, DC
AIP
06/09/19 – 06/12/19 Million Dollar Roundtable Annual Meeting
Miami Beach, FL
Million Dollar Round Table
06/10/19 – 06/12/19 AICPA ENGAGE
Las Vegas, NV
American Institute of CPAs
06/24/19 – 06/28/19 Estate Planning in Depth
Chicago, IL
American Law Institute – American Bar Association
07/02/19 – 07/07/19 American Association of Attorneys – Certified Public Accountants Annual Meeting & Education Conference
Orange Beach, AL
AAA-CPA
07/18/19 – 07/19/19 Representing Estate & Trust Beneficiaries and Fiduciaries
Boston, MA
American Law Institute – American Bar Association
07/30/19 – 08/02/19 WealthCounsel Symposium
Boston, MA
WealthCounsel
09/11/19 – 09/14/19 NAIFA Performance + Purpose 2019 Annual Conference
Orlando, FL
National Association of Insurance and Financial Advisors
09/21/19 – 09/24/19 CPCU Society Annual Meeting
New Orleans, LA
https://www.cpcusociety.org/education-events/annual-meeting
09/22/19 – 09/27/19 American Bankers Association National Trust School
Atlanta, GA
American Bankers Association
09/25/19 – 09/28/19 Top of the Table Annual Meeting
Austin, TX
Million Dollar Round Table
10/01/19 – 10/04/19 National Association of Personal Financial Advisors Fall Conference
Chicago, IL
National Association of Personal Financial Advisors
10/02/19 – 10/04/19 Charitable Gift Planners Conference
New Orleans, LA
National Association of Charitable Gift Planners
10/13/19 – 10/15/19 American Council of Life Insurers Annual Conference
Boston, MA
American Council of Life Insurers
10/16/19 – 10/18/19 The FPA Annual Conference 2019
Minneapolis, MN
Financial Planning Association
10/21/19 – 10/25/19 Southern Federal Tax Institute
Atlanta, GA
Southern Federal Tax Institute
10/17/19 – 10/20/19 American College of Trust & Estate Counsel Fall Meeting
Philadephia, PA
American College of Trust & Estate Counsel
10/27/19 – 10/29/19 LIMRA Annual Conference
Boston, MA
LIMRA
11/04/19 – 11/07/19 Hawaii Tax Institute
Honolulu, HI
Hawaii Tax Institute
11/06/19 – 11/08/19 National Association of Independent Life Brokerage Agencies Annual Meeting
Dallas, TX
National Association of Independent Life Brokerage Agencies
11/06/19 – 11/10/19 American Association of Attorney – Fall Meeting & Education Conference
Memphis, TN
The American Academy of Attorney-CPAs
11/05/19 – 11/08/19 56th Annual NAEPC Advanced Estate Planning Strategies Conference
Las Vegas, NV
National Association of Estate Planners & Councils
11/12/19 – 11/14/19 NAELA Summit
Forth Worth, TX
National Academy of Elder Law Attorneys

2020 Events

01/12/20 – 01/17/20 Heckerling Institute on Estate Planning
Orlando, FL
University of Miami Law School
03/22/20 – 03/25/20 GAMA International Leadership & Management Conference (LAMP)
Orlando, FL
GAMA International

If you would like to add a national program to this calendar, please email the event date(s), title and hosting organization website to admin@naepc.org.

An expanded calendar of events is available on Steve Leimberg’s website atwww.leimbergservices.com.