Technology in Your Estate Planning Practice
About the Program
This program will explore a wide range of practical considerations of how practitioners can use technology to better serve clients, protect themselves from malpractice claims, market, be more cost efficient, and much more. Specific practical practice examples will be given, not merely theoretical discussions.
About the Speaker
Martin M. Shenkman, CPA, MBA, JD, PFS, AEP® (Distinguished) is an attorney and estate planner in Fort Lee, NJ and New York City. His practice concentrates on planning for high net worth individuals. He is the author of 43 books and more than 1,200 articles. He is a member of the NAEPC Board of Directors (Emeritus).
The yearly subscription offers a substantial discount to attend all of the programs during the calendar year! After completing the registration you will be emailed a discount code that can be used to register for the programs you wish to attend. (Please allow up to a week for processing.) Prices start at $280. See complete information and registration form.
September 5, 2019
September 11, 2019
October 16, 2019
December 11, 2019
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National Association of Estate Planners & Councils 1120 Chester Avenue, Suite 470 Cleveland, OH 44114
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NAEPC Webinar - The Effect of Longevity on Your Life Priorities
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NAEPC Webinar - Reverse Mortgages
|22 Jan 2020|
Chapter Meeting - Firearms in Estates
|29 Jan 2020|
NAEPC Webinar - Life Settlement Legal and Ethical Responsibility
|12 Feb 2020|
NAEPC Webinar - Basis Step-Up Strategies in Light of Portability and Tax Law Changes
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NAEPC Webinar - Charitable Giving and Tax Planning Strategies in the TCJA Era
|18 Mar 2020|
Chapter Meeting - Diversification of Assets
|08 Apr 2020|
NAEPC Webinar - The Ethical Considerations of NYS DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used by Life Insurance Producers and Attorneys CPAs and RIAs in the Life Insurance Decision Process
|13 May 2020|
NAEPC Webinar - TBD
|20 May 2020|
Chapter Meeting - Medicare/Medicaid