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 Series

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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 Series

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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 Series

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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 Series

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Details coming soon.

Wednesday, April 21, 2021 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

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Details coming soon.

Wednesday, May 12, 2021 at 3:00pm - 4:00pm ET - 529 Planning

Source: The Robert G. Alexander Webinar Series

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Details coming soon.

Wednesday, June 9, 2021 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

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Details coming soon.

Wednesday, July 14, 2021 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

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Details coming soon.

Wednesday, August 11, 2021 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

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Details coming soon.

Wednesday, September 8, 2021 at 3:00pm - 4:00pm ET - TBD

Source: The Robert G. Alexander Webinar Series

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Details coming soon.

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.

2020 Events

9/30/20 – 10/2/20 The FPA Annual Conference 2020
Phoenix, AZ
Financial Planning Association
10/1/20 – 10/4/20 NAIFA Performance + Purpose 2020 Annual Conference
Boston, MA
NAIFA
10/7/20 – 10/9/20 Charitable Gift Planners Conference
Chicago, IL
National Association of Charitable Gift Planners
10/8/20 – 10/10/20 CPCU Society Annual Meeting
Washington, D.C.
Society of Chartered Property and Casualty Underwriters
10/11/20 – 10/13/20 American Council of Life Insurers Annual Conference
Washington, D.C.
American Council of Life Insurers
10/14/20 – 10/17/20 Top of the Table Annual Meeting 2020
Scottsdale, AZ
Million Dollar Round Table
10/21/20 – 10/24/20 National Association of Personal Financial Advisors Fall Conference
Atlanta, GA
National Association of Personal Financial Advisors
10/22/20 – 10/25/20 American College of Trust & Estate Counsel Fall Meeting
Austin, TX
American College of Trust & Estate Counsel
10/25/20 – 10/27/20 LIMRA Annual Conference
Chicago, IL
LIMRA
10/26/20 – 10/30/20 Southern Federal Tax Institute
Atlanta, GA
Southern Federal Tax Institute
11/1/20 – 11/3/20 American Academy of Attorney-CPAs – Fall Meeting & Education Conference
Fort Lauderdale, FL
American Academy of Attorney-CPAs
11/3/20 – 11/6/20 57th Annual NAEPC Advanced Estate Planning Strategies Conference
Ft. Lauderdale, FL
National Association of Estate Planners & Councils
11/4/20 – 11/7/20 Hawaii Tax Institute
Honolulu, HI
Hawaii Tax Institute
11/18/20 – 11/20/20 National Association of Independent Life Brokerage Agencies Annual Meeting
Hollywood, FL
National Association of Independent Life Brokerage Agencies

2021 Events

1/11/21 – 1/15/21 55th Annual Heckerling Institute on Estate Planning
Orlando, FL
University of Miami School of Law, Heckerling Institute on Estate Planning

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.