Message from the President
M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Philadelphia, Pennsylvania
Dear Colleagues,
It is very hard to believe that my presidency is nearing its end. The time has passed quickly and I’ve enjoyed being the association’s leader. Our board and committees have been industrious this year and I’d like to review some of our accomplishments and thank every board member and volunteer for their time, ideas, and talent.
Some of the work done by the board happens annually. The Advanced Estate Planning Conference, Robert G. Alexander Webinar Series, and the Council of Excellence selection process are all great examples of repeated initiatives. We’ll be gathering together very soon in Fort Lauderdale to experience the Conference Committee’s great work, most have benefitted from at least one exceptional webinar this year, and I share my heartfelt congratulations with those that have been chosen as Council of Excellence or 5 Star Council recipients for 2018.
Often, the board will also focus on new initiatives or endeavors. This year we advanced the long-overdue marketing and branding efforts formalized by Paul S. Viren during his presidency, continued to focus on diversity, and are nearly finished with a full review of the association’s bylaws. These very important initiatives pave the way for future leadership and I am grateful to everyone who shared their time and wisdom for these purposes.
In closing, it will be my honor to meet you in person in Fort Lauderdale so I am hoping you plan to be with us from November 6-9 as we gather together to learn and celebrate NAEPC with those who share a passion for excellence in estate planning!
Warmly,
November 6-9, 2018 Ft. Lauderdale, Florida Marriott Harbor Beach Resort & SpaAttend the 55th Annual NAEPC Advanced Estate Planning Strategies Conference to:
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Inspiration comes in many forms; find yours with NAEPC in Ft. Lauderdale this November.
> Online Registration Form
> Download the Registration Brochure
Registration Options
- 55th Annual Advanced Estate Planning Strategies Conference with Pre-Conference Sessions for Council Leaders
$1,175 - 55th Annual Advanced Estate Planning Strategies Conference
$1,075 member* / $1,300 non-member - Companion Package
$475
Available Discounts
$50 | Early Bird Discount (Registration must be received by September 28, 2018) |
$50 | Active Accredited Estate Planner® designee or Estate Planning Law Specialist certificant |
$50 | Host Council Discount for Members of Florida Councils |
$100 | NAEPC Volunteer Discount (available to non-board members of any committee of NAEPC) |
A $50 late fee applies to all registrations submitted after October 19, 2018.
We are grateful for the support of all 55th Annual NAEPC Advanced Estate Planning Strategies Conference sponsors and exhibitors, including those shown below.
Please click on each logo to learn more.
Member Benefits
As an AEP® designee or member, you have access to a list of nearly 40 member benefits spanning a range of categories.
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New & Updated Benefits
High-Performance Teaming and Professional Collaboration, the LINK Online Course in Collaboration
A LINK is defined as a “connecting element or factor.” In the estate planning community, a connected group of advisors is a proven best practice with regard to client service. The LINK Online Course in Collaboration was developed specifically for NAEPC members with industry leaders Todd Fithian and David W. Holaday, using the NAEPC Model for Collaboration as its foundation. Todd and Dave also serve as instructors for the program.
Enroll today to:
- Become known as a connector, someone who balances communication, coordination, and cooperation and turns those elements into a true collaborative experience that benefits the client and team of advisors
- Discover the NAEPC Model for Collaboration
- Overcome objections to the teaming model
- Become well-versed in the “5 Best Practices”
- Inspire optimal behaviors among team members
LINK is a self-paced, 9-module course that students complete at their leisure. Segments are short and concise; the program is easy to follow, and completion is on your schedule. Accredited Estate Planner® designees who successfully complete the LINK program earn 4 hours of AEP® designation continuing education credit.
> Learn more about the LINK Online Course in Collaboration
The substantially-reduced enrollment fee is $100 for Accredited Esate Planner® designees* and $169 for members of NAEPC and its affiliated local councils. > Enroll online
About the Instructors
Todd Fithian is a recognized leader and an industry advocate. In 2007 he co-authored the well-known book The Right Side of the Table: Where Do You Sit in the Minds of the Affluent. Fithian is nationally recognized for his contributions to the profession and is a frequent speaker at industry conferences.David W. Holaday has over 25 years of experience as a financial consultant, and is the founder and managing member of a firm that offers case design, analysis, and presentation services to organizations and individuals that serve high new worth clients. He has a national reputation for developing unique and comprehensive solutions for complex family situations and often collaborates with the client’s existing advisers.
*AEP designees should log into the designee portal or contact NAEPC to obtain the discount code.
44th Annual Notre Dame Tax and Estate Planning Institute
The 44th Annual Notre Dame Tax and Estate Planning Institute will take place on October 11 and 12, 2018, at the Century Center on the banks of the St. Joseph River in downtown South Bend, Ind. The Institute will present topics of interest to a broad range of estate planning professionals, whether your clients are high net worth individuals exposed to the estate tax or more moderate net worth individuals who are below the estate tax exemptions. Long-time attendees as well as new attendees are welcome to join this year’s institute.
National Association of Estate Planners & Councils 1120 Chester Avenue, Suite 470 Cleveland, OH 44114 Phone: (866) 226-2224 ~ Fax: (216) 696-2582 ~ E-Mail: admin@naepc.org © 2018, All Rights Reserved. See Privacy Policy. |