Editorial Team

Editor-in-Chief
Eido M. Walny, Atty, AEP®, EPLS
Walny Legal Group LLC
Milwaukee, WI

Executive Editor
Ryan P. Laughlin, CPA, MST, JD, AEP®
Hawkins Ash CPAs
Green Bay, WI

Managing Editor

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

Senior Articles Editor
Richard L Harris, CLU®, AEP®
Greenberg and Rapp Financial Services, Inc.
Clifton, NJ

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

Articles Editor
Brian M. Balduzzi, JD, LL.M., MBA, CFP®
Faegre Drinker Biddle & Reath LLP
Wilmington, DE

Articles Editor
Ashley L. Case, JD, LL.M. (taxation)
Tiffany & Bosco, P.A.
Phoenix, AZ

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

Columns Editor
Brady R. Marlow, CFP®, CAP®, CPWA®, CExP™, AEP®
Carson Wealth
Omaha, NE

Columns Editor
Mavis McKenley, CTFA, AEP®, CFP®
AMG National Trust Bank
Virginia Beach, VA

Each member of the Journal’s Editorial Team is a member of the NAEPC Publication Committee. Learn more about volunteering with NAEPC.

Wednesday, June 8, 2022 at 3:00pm - 4:00pm ET - Building Blocks of Blockchain: Planning with Bitcoin & Cryptocurrency, Speaker(s): Abigail Earthman, JD, LL.M.

Tuesday, June 28, 2022 at 3:00pm - 4:00pm ET - Complimentary Webinar Co-hosted with the Society of Financial Service Professionals: Reviewing the Research on Attitudes & Psychology around Retirement, Speaker(s): Jamie Hopkins, JD, MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Featured Webinar:

The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys’ Perspective (Video)
In this program we will explore misconceptions in divorce, mainly how one’s testamentary plans may actually play out in the process. We will examine the concerns to weigh when the parties have trust assets (marital, separate, or hybrid property). We will discuss how testamentary documents may not completely shield a party’s assets from a claim for equitable distribution, spousal and child support, and attorneys’ fees and costs. We will analyze how a party’s actions before, during, and after divorce may impact the ultimate treatment of their assets and liabilities.
Learn more about the Robert G. Alexander Webinar Series.
Speaker: Natalia C. Wilson, JD