NAEPC Webinars (See All):

Complimentary Webinar: The Melton Family Case: Climbing the Philanthropic Learning Curve, provided with Trusts & Estates and sponsored by the Accredited Estate Planner® designation (Video)

During this webinar you will see that a particular specialty (advice on grant-making for philanthropic impact) is often missing, even when philanthropy is a big part of the estate plan. Learn to identify when strategic grant-making advice is needed, identify specialists providing such advice to family foundations and large donor advised funds, and decide whether you will handle such advice or hand it off based on the case study.
Learn more about the Robert G. Alexander Webinar Series.
Panelists: Phil Cubeta, CLU®, ChFC®, CAP®, AEP®, Tony Macklin, CAP®, and Jennie Zioncheck, CAP®, MFT

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