NAEPC Webinars:

Wednesday, October 13, 2021 at 3:00pm - 4:00pm ET - Social Security Considerations in Estate Planning

Source: The Robert G. Alexander Webinar Series

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This session considers integrating Social Security retirement benefits into estate planning. Even with the high net worth client, this benefit is an important planning tool because of tax affects and longevity considerations. We will address issues such as how the system’s underfunding factors into projecting benefits, how to avoid the Social Security tax torpedo, retirement income bridging techniques that help defer and maximize retirement benefits, and coordinating OASDI payments with retirement drawdowns. Practical considerations are also included, such as how to help the client file for the benefit, using the benefit to pay for Medicare, and what to do about Social Security at death. 

Sophia Duffy is an Assistant Professor of Business Planning and the Assistant Vice President and Director of Regulatory Compliance, at The American College of Financial Services. Duffy teaches in the areas of estate planning, small business and succession planning, and income taxation. She is an attorney and a Certified Public Accountant (CPA).She received her Juris Doctorate (JD) from the Temple University James E. Beasley School of Law in 2012, and her Bachelor of Science (BS) in Accounting from Rutgers University in 2002.

In 2015, Duffy was appointed Interim Chief Academic Officer. Prior to that, she served as Assistant Dean of Business Affairs.



Steve Parrish is a former practicing attorney and financial planner with over 40 years’ experience in financial services. He serves as Co-Director of the Retirement Income Center at The American College and as an adjunct estate planning professor at Drake University Law School. He is widely published in legal and financial journals, and is an ongoing Forbes contributor.   




REGISTER HERE for the individual program. 

To purchase the 2021 webinar series, please click HERE.

Wednesday, December 8, 2021 at 3:00pm - 4:00pm ET - Estate Planning for Modern Families: Planning for Diversity and Flexibility

Source: The Robert G. Alexander Webinar Series

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As the traditional nuclear family has changed because of evolving social and legal norms as well as scientific and technological developments, estate planning professionals must be prepared both for issue spotting and thoughtful problem solving with regard to issues clients face, how existing trusts are interpreted, and how new estate planning instruments can be drafted for sufficient flexibility. This discussion will touch upon a potpourri of issues to consider, including: Marital Status (single, divorced, unmarried couples and polyamorous relationships); Defining Descendants (stepchildren, adoption, nonmarital children and assisted reproductive technologies); and other forms of Diversity (disability, LGBTQIA+, religious, racial and cultural inclusion) . . . and more!

REGISTER HERE for the individual program. To purchase the 2021 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.

The following list and links are as accurate as possible as of its publication date.  Due to COVID-19 some of the details for each event may change.  Please consult with the hosting organization for any questions.

2021 Events

9/22/21 – 9/24/21 The FPA Annual Conference 2021
Financial Planning Association
9/22/21 – 9/24/21 CPCU Society Annual Meeting- In2Risk
Orlando, FL
Society of Chartered Property and Casualty Underwriters
10/4/21 – 10/6/21 Charitable Gift Planners Conference
National Association of Charitable Gift Planners
10/7/21 – 10/10/21 American College of Trust & Estate Counsel Fall Meeting
Denver, CO
The American College of Trust and Estate Counsel
10/10/21 – 10/12/21 American Council of Life Insurers Annual Conference
Chicago, IL
American Council Of Life Insurers
10/13/21 – 10/16/21 National Association of Personal Financial Advisors Fall Conference
Boston, MA
National Association of Personal Financial Advisors
10/20/21 – 10/23/21 Top of the Table Annual Meeting 2021
Amelia Island, FL
Million Dollar Round Table
10/25/21 – 10/29/21 Southern Federal Tax Institute
Southern Federal Tax Institute
11/1/21 – 11/3/21 American Association of Attorneys – Certified Public Accountants Annual Meeting & Education Conference
Fort Lauderdale, FL
American Association of Attorneys – Certified Public Accountants
11/2/21 – 11/4/21 58th Annual NAEPC Advanced Estate Planning Strategies Virtual Conference
National Association of Estate Planners & Councils
11/17/21 – 11/19/21 National Association of Independent Life Brokerage Agencies Annual Meeting – NAILBA 40
Orlando, FL
National Association of Independent Life Brokerage Agencies

If you would like to add a national program to this calendar, please email the event date(s), title and hosting organization website to

An expanded calendar of events is available on Steve Leimberg’s website at