NAEPC Webinar: Leaving a Lasting Legacy
Wednesday, June 12, 2019, 03:00pm - 04:00pm
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Presented by National Association of Estate Planners & Councils

Wednesday, June 12, 2019

3:00pm - 4:00pm ET

Speaker: Eric Weiner, PhD

Rather than simply transferring an inheritance to heirs, some people have a vision of the future to share for generations to come. Advisors play a key role in helping clients deepen a family’s values, philanthropic commitments, and to help keep the family connected. Learn to leave a legacy that matters. 

Dr. Weiner helps families have values-based conversations about money and inheritance as part of their tax and legal estate planning strategies. His passion is to help families define a legacy that preserves both physical assets and family relationships over time. His award-winning book “Words from the HEART: A Practical Guide to Writing an Ethical Will,” is a tool that assists families in defining what matters most in the inheritance preparation process.    

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE

Registration Fees

  • $40 / Accredited Estate Planner® designee
  • $60 / member of [enter EPC name here]
  • $100 / non-member
  • $250 / council meeting or group gathering

A general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.

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