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Dec. 11 NAEPC Webinar
Wednesday, December 11, 2019, 03:00pm - 04:00pm
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NAEPC

National Association of
Estate Planners & Councils

The Association of Choice for Estate Planning Professionals

Webinar Upcoming Program
Robert G. Alexander Webinar Series

    

The Effect of Longevity on Your Life Priorities

Speaker: Cynthia L. Hutchins, CRPC, CIMA

Wednesday, December 11, 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.

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About the Program

We have added 20 years of life expectancy, just since 1950 and are adding 1 month for every year that goes by. This "longevity bonus" presents us with many opportunities as well as challenges. This presentation will address such challenges as planning for health and healthcare in retirement, the coming caregiving crisis, cognitive decline and Alzheimer's Disease as well as the opportunity that longevity presents for us to pursue our calling in the form of work in retirement.

About the Speaker

Cynthia Hutchins is the Director of Financial Gerontology for Bank of America Merrill, and has more than 30 years of experience in the wealth management and retirement industry. In her role, Cynthia works closely with Merrill financial advisors to provide training, education, resources and thought leadership to engage clients on the topics of aging, longevity, retirement and later life planning.

Cynthia has been deeply involved in the development of a new approach to planning across seven Life Priorities and through various Life Stages. She was central to the creation of the Merrill Lynch Longevity Training Program, developed in partnership with the USC Leonard Davis School of Gerontology, to help Merrill financial advisors better understand and address the evolving needs of the nation's aging population and their families. The Merrill Lynch Longevity Training Program received the Brandon Hall Award for Most Innovative Training in 2017.

Prior to her current role, Cynthia was the Merrill Lynch Retirement Specialist for the Mid-Atlantic Region, covering Washington, DC, Maryland and Northern Virginia. Prior to that role, Cynthia served as a Circle of Excellence financial advisor for 20 years.

Cynthia has served on the board of directors of the American Society on Aging (ASA). In 2015, she participated in the White House Conference on Aging Elder Justice Forum, and was also named to the inaugural PBS Next Avenue Influencers in Aging list. She is a frequent speaker on topics of aging and longevity and has spoken at various conferences including the Investments and Wealth Institute, Florida Conference on Aging, San Antonio Society For Human Resource Management, Southern Women's Show, Virginia Governor's Conference on Aging and the American Society on Aging's Aging In America Conference.

Cynthia earned a BS in Business and Finance from Towson University, and a MA in Gerontology from the University of Southern California. She has earned the Chartered Retirement Plan Consultant (CRPC) designation through the College for Financial Planning, and the Certified Investment Management Analyst (CIMA) designation through the Wharton School at the University of Pennsylvania and the Investments and Wealth Institute (IWI). Cynthia holds the Series 7, 24, 63 and 65 securities licenses.

>> 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

January 8, 2020
Reverse Mortgages
Don Graves, RICP®, CLTC®, CSA

January 29, 2020
Complimentary Sponsored Webinar: Life Settlement Legal and Ethical Responsibility
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV

February 12, 2020
Basis Step-Up Strategies in Light of Portability and Tax Law Changes
Steven B. Gorin, JD, CPA, AEP®

March 11, 2020
Charitable Giving and Tax Planning Strategies in the TCJA Era
Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP®

April 8, 2020
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
Steven S. Zeiger CEBS, TEP

May 13, 2020
TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)

June 10, 2020
Planning Team Revenue Opportunities Generated by New Tax Law
Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished)

July 8, 2020
TBD
TBD

August 12, 2020
TBD
Vincent M. D'Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, AEP® (Distinguished)

September 9, 2020
Zen and the Art of Trust Modification
Susan T. Bart, JD

October 14, 2020
TBD
TBD

December 9, 2020
TBD
TBD

See complete details about all upcoming webinars from NAEPC.

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