NAEPC Webinars:
Wednesday, December 9, 2020 at 3:00pm - 4:00pm ET - Virtual Shift: How to Work Online with Meetings, Webinars and More
Source: The Robert G. Alexander Webinar SeriesI… Read more
In order to help Business Advisors, Dean DeLisle has assembled this informative webinar to show you the best practices to help stay connected and engaged with your teams and audiences going forward. We are in a new virtual world and now need to adjust our business and work practices. Dean will show you techniques using examples from Zoom, GotoWebinar, Microsoft Teams, and other collaborative software. In this period of adjustment, it is essential not only to learn to how to work remotely, but also stay connected with each other. We will show methods relating to meetings, webinars, building and sharing content and even having some fun in the process. This will be the new normal for a while, and in these times, we must stay connected and help each other to adjust. Many of our clients are experiencing an increase in business services by making a few simple modifications and learning some new technology.
As Founder and CEO of Forward Progress, Dean leads his core team to provide digital thought leadership marketing solutions, serving over 2,000 corporate clients over the past 15 years. In 2012 Dean created and released a Social Influencer Development Platform known as Social Jack. Dean is host of his own Podcast, Influence Factory, where he enjoys exclusive interviews with leading business influencers. His recent book, FIRST, The Street Guide to Digital Business Influence gives the reader proven essential steps and tools to develop thought leadership and recognition in their industry.
REGISTER HERE for the individual program. To purchase the 2020 webinar series, please click HERE.
Wednesday, January 20, 2021 at 3:00pm - 4:30pm ET - Growing Your Practice in a Virtual World: A Multidisciplinary Panel Discussion
Source: The Robert G. Alexander Webinar SeriesP… Read more
Panelists - Dean DeLisle, Founder and CEO, Forward Progress; Thomas M. Forrest, TO, AEP® (Distinguished); Bronwyn L. Martin, MBA, ChFC®, CLU®, CLTC®, CRPC®, CFS®, CMFC®, AEP®, LACP, AIF®, CFS; Ginger F. Mlakar, JD, CPA, AEP®; Gregory E. Sellers, CPA, AEP®
Please note this is a special 90-minute presentation. Details coming soon.
REGISTER HERE for the individual program.
Wednesday, February 10, 2021 at 3:00pm - 4:00pm ET - TBD
Source: The Robert G. Alexander Webinar SeriesD… Read more
Details coming soon. REGISTER HERE for the individual program.
Wednesday, March 10, 2021 at 3:00pm - 4:00pm ET - Diversity, Equity and Inclusion
Source: The Robert G. Alexander Webinar SeriesD… Read more
Details coming soon.
Wednesday, April 21, 2021 at 3:00pm - 4:00pm ET - TBD
Source: The Robert G. Alexander Webinar SeriesD… Read more
Details coming soon.
Wednesday, May 12, 2021 at 3:00pm - 4:00pm ET - 529 Planning
Source: The Robert G. Alexander Webinar SeriesD… Read more
Details coming soon.
Wednesday, June 9, 2021 at 3:00pm - 4:00pm ET - TBD
Source: The Robert G. Alexander Webinar SeriesD… Read more
Details coming soon.
Wednesday, July 14, 2021 at 3:00pm - 4:00pm ET - TBD
Source: The Robert G. Alexander Webinar SeriesD… Read more
Details coming soon.
Wednesday, August 11, 2021 at 3:00pm - 4:00pm ET - TBD
Source: The Robert G. Alexander Webinar SeriesD… Read more
Details coming soon.
Wednesday, September 8, 2021 at 3:00pm - 4:00pm ET - TBD
Source: The Robert G. Alexander Webinar SeriesD… Read more
Details coming soon.
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
Committee Co-Chair
Ryan P. Laughlin, CPA, MST, AEP®
Wipfli LLP
Green Bay, WI
Brian M. Balduzzi, JD, LL.M., MBA, CFP®
Wilmington, DE
Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Warminster, PA
Harvey A. Hutchinson III, JD, LL.M. (taxation), CFP®, AEP®
Birmingham, AL
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