enfrdeitptes

Events

Webinar Upcoming Program Robert G. Alexander Webinar Series
Wednesday, August 14, 2019, 03:00pm - 04:00pm
Hits : 99

Technology in Your Estate Planning Practice

Speaker: Martin M. Shenkman, CPA, MBA, JD, PFS, AEP® (Distinguished)

Wednesday, August 14, 2019
3:00pm - 4:00pm ET

Not able to attend on the live date and time?
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.

photo

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).

>> Register Here

Yearly Subscription

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.

Registration Fees

  • $40 / Accredited Estate Planner® designee or Junior/Student
  • $60 / member of an affiliated local estate planning council or at-large member of NAEPC
  • $100 / individual non-member  
  • $250 / council meeting or group gathering

Continuing education credit will be available for Accredited Estate Planner® designees.  In addition, a 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. 

Upcoming Programs

September 5, 2019
A Case Study in Teaming and Philanthropy, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® designation
Panel of experts moderated by Philip B. Cubeta, CLU®, ChFC®, MSFS, AEP®, CAP®

September 11, 2019
Growing Your Firm's Revenue using the Non-Grantor Trust State Income Tax Chart
Steven J. Oshins, JD, AEP® (Distinguished)

October 16, 2019
Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished)

December 11, 2019
Longevity
Cynthia L. Hutchins, CRPC, CIMA

See complete details about all upcoming webinars from NAEPC.

Accredited Estate Planner

 

Conference

 

 

NAEPC Journal

 

 

 

Subscription Options

You are receiving this message because you are an active Accredited Estate Planner® designee, a past webinar attendee, or you have asked to receive communications from NAEPC.

If you want to receive more frequent and timely communication about NAEPC and its educational programming and member benefits, please be sure to subscribe for more frequent communications.

National Association of Estate Planners & Councils 1120 Chester Avenue, Suite 470 Cleveland, OH  44114
Phone: (866) 226-2224  ~  Fax: (216) 696-2582  ~  E-Mail: This email address is being protected from spambots. You need JavaScript enabled to view it.

© 2019, All Rights Reserved. See Privacy Policy.

Platinum Sponsors

Go to top
JSN Boot template designed by JoomlaShine.com