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 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.

2018 Events

7/19/18 – 7/20/18 Representing Estate & Trust Beneficiaries and Fiduciaries
Chicago, IL
American Law Institute – American Bar Association
7/31/18 – 8/2/18 WealthCounsel Symposium 
San Diego, CA
WealthCounsel
9/14/18 – 9/16/18 NAIFA Performance + Purpose 2008 Annual Conference
San Antonio, TX
National Association of Insurance and Financial Advisors
9/23/18 – 9/28/18 American Bankers Association National Trust School
Atlanta, GA
American Bankers Association
10/3/18 – 10/5/18 The FPA Experience (formerly called FPA Annual Meeting) 
Chicago, IL
Financial Planning Association
10/3/18 – 10/6/18 Top of the Table Annual Meeting
Kohala Coast, HI
Million Dollar Round Table
10/7/18 – 10/9/18 American Council of Life Insurers Annual Conference
Washington, DC
American Council of Life Insurers
10/13/18 – 10/16/18 CPCU Society Annual Meeting
San Diego, CA
CPU Society
10/16/18 – 10/18/18 National Association of Personal Financial Advisors Fall Conference
Philadephia, PA
National Association of Personal Financial Advisors
10/17/18 – 10/19/18 National Conference on Philanthropic Planning
Las Vegas, NV
National Association of Charitable Gift Planners
10/22/18 – 10/26/18 Southern Federal Tax Institute
Atlanta, GA
Southern Federal Tax Institute
10/25/18 – 10/28/18 American College of Trust & Estate Counsel Fall Meeting
Washington, DC
American College of Trust & Estate Counsel
10/28/18 – 10/30/18 LIMRA Annual Conference
New York, NY
LIMRA
11/1/18 – 11/3/18 National Association of Independent Life Brokerage Agencies Annual Meeting
Orlando, FL
National Association of Independent Life Brokerage Agencies
11/4/18 – 11/6/18 American Association of Attorney – Fall Meeting & Education Conference
Miami, FL
The American Academy of Attorney-CPAs
11/4/18 – 11/8/18 Hawaii Tax Institute
Honolulu, HI
Hawaii Tax Institute
11/6/18 – 11/9/18 55th Annual NAEPC Advanced Estate Planning Strategies Conference
Ft. Lauderdale, FL
National Association of Estate Planners & Councils

2019 Events

11/13/18 – 11/17/18 NAELA Summit
Chicago, IL
National Academy of Elder Law Attorneys
1/14/19 – 1/18/19 Heckerling Institute on Estate Planning
Orlando, FL
University of Miami Law School
1/26/19 – 1/29/19 Forum 400 Annual Meeting
San Antonio
Forum 400
3/17/19 – 3/20/19 GAMA International Leadership & Management Conference (LAMP)
Grapevine, TX
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.