If you are a new estate planner (or a seasoned one for that matter) then you should probably know about the National Association of Estate Planners & Councils (NAEPC). Their goal is to promote a multi-disciplinary approach to estate planning through the support of local estate planning councils. They have many materials that are helpful, conferences worth attending and more.
While this is not right around the corner, it’s worth knowing about the 3rd Annual NAEPC Advanced Estate Planning Strategies Conference taking place in Phoenix/Scottsdale, Arizona from November 16-18 2016. The conference will be open to all estate planning professionals and can provide continuing education credit and networking within the field.
A sample of speakers and topics includes: Michael Amoia, JD, LL.M., CFP®, CLU®, ChFC® discussing “Loan Regime Split-Dollar for Both Single and Joint Lives” and Jonathan Blattmachr, Esq., AEP® (Distinguished) discussing “The Critical Importance of High Investment Returns and Tax Free Compounding, and How to Achieve Them.”
In addition to Michael Amoia and Jonathan G. Blattmachr, there will be many other speakers including two full days of education. Registration will open in April of 2016 and is worth pursuing.
Sorry, comments are closed for this post.