NAEPC Webinars:

Wednesday, October 10, 2018 at 3:00pm - 4:00pm ET - Blended Gifts for Boomers

Source: The Robert G. Alexander Webinar Series

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Major clients of professional advisors are often involved in philanthropy.  Most have two personal goals – make their mark through a high-impact gift and be fair to family.  They will show extreme gratitude to an advisor who helps them achieve their most important personal goals.  The twelve plans in Blended Gifts for Boomers show you how to help clients make maximum impact gifts – part today and the larger gift through their estate.

Charles Schultz is President of Crescendo Interactive, Inc. and is the principal creator of CresPro charitable tax planning software and the GiftLegacy Pro eMarketing System.  In addition, he is Editor for the GiftLaw Pro charitable tax service and the weekly GiftLaw eNewsletter.  He teaches over 30 planned giving seminars per year and is Founder of GiftCollege.com, an Internet education program for gift planners and professional advisors.  His law degree is from the University of Michigan.  Charles is on the Board of Directors for the Christian Foundation of the West.

REGISTER HERE for the individual program.  To register for the 2018 series, please click HERE.

Wednesday, December 12, 2018 at 3:00pm - 4:00pm ET - Post-Mortem Estate Planning

Source: The Robert G. Alexander Webinar Series

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Information about this program will be posted soon.  

REGISTER HERE for the individual program.  To register for the 2018 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.