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NAEPC - Growing Your Practice in a Virtual World: A Multidisciplinary Panel Discussion
Wednesday, January 20, 2021, 03:00pm - 04:30pm
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January 20, 2021

Growing Your Practice in a Virtual World: A Multidisciplinary Panel Discussion

Moderator: Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
Panelists: Dean DeLisle, Founder and CEO, Forward Progress; Thomas M. Forrest, TO, AEP® (Distinguished); Bronwyn L. Martin, MBA, ChFC®, CLU®, CLTC®, CRPC®, CFS®, CMFC®, AEP®, LACP, AIF®, CFS; Ginger F. Mlakar, JD, CPA, AEP®; Gregory E. Sellers, CPA, AEP®
Date: Wednesday, January 20, 2021, 3:00pm - 4:30pm ET
Please note this is a special 90-minute presentation. 

 

About the Program

Has the global health crisis and the acceleration of an online environment changed the way you market your services and advise your clients? Do you have the technological tools to communicate effectively with your current network? Are you looking for ways to expand your reach? Attend this unique multi-disciplinary panel discussion to learn strategies for interacting with your clients in the rapidly growing virtual space from experts in the technology, legal, trust, insurance and financial planning, philanthropic, and accounting practice areas. Those who are unable to attend on the live date and time are welcome to register and on-demand access will automatically be sent so you can watch the program at your leisure.

About the Panelists

Moderator - Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) 

Mr. Shenkman is an attorney in private practice in estate and tax planning, planning for closely held businesses, and estate administration in Fort Lee, New Jersey and New York City. He is the author of 42 books and more than 1,000 articles. Editorial Board Member of Trusts & Estates Magazine, CCH (Wolter’s Kluwer), and the Matrimonial Strategist. Has previously served on the editorial board of many other tax, estate and real estate publications.

Dean DeLisle, Founder and CEO, Forward Progress

Founder and CEO of Forward Progress serving over 2,000 corporate clients over the past 15 years. In 2012 Dean created and released a Social Influencer Development Platform known as Social Jack. Dean is host of his own Podcast, Influence Factory, and has written, FIRST, The Street Guide to Digital Business Influence which gives the reader proven essential steps and tools to develop thought leadership and recognition in their industry.

Thomas M. Forrest, TO, AEP® (Distinguished) 

President and CEO of U.S. Trust Company of Delaware. Tom is past President and founder of the Personal Trust Division for Charles Schwab Bank in Wilmington, Delaware. Mr. Forrest assisted the IRS with the development of fiduciary income tax returns on magnetic media.He has lectured to professional groups on a variety of tax and estate planning topics at numerous meetings and seminars around the country. 

Bronwyn L. Martin, MBA, ChFC®, CLU®, CLTC®, CRPC®, CFS®, CMFC®, AEP®, LACP, AIF®, CFS

Bronwyn Martin has been doing comprehensive financial planning for over 20 years. Bronwyn has 2 offices in 2 different states, clients throughout the US, and a virtual staff of 5. She is currently serving as a member of the National Association of Estate Planners & Councils Board of Directors.

Ginger F. Mlakar, JD, CPA, AEP®

Ginger Mlakar serves as in-house legal counsel and oversees the donor stewardship program for the Cleveland Foundation. She has been named among the Best Lawyers in America and the Top 50 Female Ohio Super Lawyers List by Law and Politics magazine. She is currently serving as a member of the National Association of Estate Planners & Councils Board of Directors.

Gregory E. Sellers, CPA, AEP®

Greg is a Member in the Tax Division of Warren Averett, LLC, a leader of the firm’s Estate and Trust Service Area, and he has been serving clients for 35 years.  Greg also served on the NAEPC Board of Directors and is a past president of NAEPC and the Montgomery (AL) Estate Planning Council.

Register for the Webinar

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.

 

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. 

Registration Fees

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.

Single Webinar 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 

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