National Association of Estate Planners & Councils Minute

Date: Tuesday, October 31, 2017
Time: 2:00pm - 3:00pm
Location: Online
Speaker: Several

October 2017 Issue

National Association of Estate Planners & Councils Minute

Special Complimentary Webinar on October 31, 2017

Tuesday, October 31, 2017 2:00pm - 3:00pm ET

Teaming for Success in Three Legacy Planning Business Models, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® designation

Presenters:  Philip Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP® - The American College of Financial Services; Thomas C. Rogerson - Wilmington Trust; Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished) - Martin M. Shenkman, P.C.

Moderator:  Charles V. Douglas, JD, CFP®, CAP®, AEP® - Cedar Rowe Partners

  • Would you agree that traditional transfer tax planning is a discipline under threat?
  • Do you feel that legacy planning (integrated wealth management across generations) may be a promising alternative?
  • Would you like to learn more?

[HOT TOPIC] In this practical webinar you will learn why teaming is essential for multi-generational legacy planning, and how teaming plays out in three business models: Family Office, Private Bank, and Best of Breed Teams of Independents. Join the panelists and moderator to learn how to position your practice for success in this rapidly changing legacy planning landscape.  REGISTER HERE for this COMPLIMENTARY webinar and make sure to share information about the program with the members of your council!

National Association of Estate Planners & Councils

1120 Chester Ave., Ste. 470

Cleveland, OH 44114

(866) 226-2224 - fax (216) 696-2582

The Association of Choice for Estate Planning Professionals

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