National Association of Estate Planners & Councils Minute
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