NAEPC Webinar: Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Advisors - Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan
Join us for this complimentary webinar co-hosted with the National Association of Insurance and Financial Advisors. Please note the special date and time.
Program Overview:
This webinar will delve into the intricate relationship between financial assets and estate planning. Working with clients to effectively coordinate financial assets can assure that value is maximized and asset protection is enhanced. The webinar will review strategies to coordinate estate planning with various types of financial assets, including investments, real estate, retirement accounts, insurance, and other assets. We will discuss how to align financial assets with estate planning objectives.
Learning Objectives:
- Clarify estate planning essentials: Revocable Trust, Will, Powers of Attorney
- Review various financial assets and how different types of assets are best coordinated with an estate plan
- Identify techniques to ensure effective coordination of financial assets
- Identify tax considerations related to coordinating financial assets and estate planning
Mary Vandenack, JD, ACTEC, COLPM®, CAP®, AEP® (Distinguished) is Managing Member, Omaha Office of Duggan Bertsch. She brings significant experience from multiple disciplines to provide integrated tax, business, real estate, financial assets, asset protection, philanthropic and trust and estate counsel to her clients.
Mary is passionate about her clients and their specific objectives and challenges. Mary routinely advises business owners on the issues related to starting, growing and selling their business as well as personal tax, estate and legacy planning. Mary has been named to the NAEPC Estate Planning Hall of Fame recognizing her efforts in serving clients as well as supporting her profession.
Mary founded and hosts the podcast, Legal Visionaries, which covers tax, estate planning, and business topics as well as law firm leadership, technology and wellness. Mary is an innovator in the integration of technology into the practice of law. Mary won the American Bar Association James I. Keane Award, and has been inducted into Women of Legal Tech.
Mary is a frequent writer and speaker on family wealth transfer planning, business succession and exit planning, asset protection planning, estate and gift taxes and philanthropy. She is a commentator for Leimberg Services, a nationally recognized publication in the area of tax, trusts and estates, benefits, and asset protection planning. Mary regularly speaks nationwide.
Register through the National Association of Insurance and Financial Advisors website by clicking the "Register Now" button below. If you are not a NAIFA member choose "Continue as a Guest" when registering.
Thank you to the National Assocation of Insurance and Financial Advisors for co-hosting this webinar with NAEPC.
See all upcoming and previous webinars
The Robert G. Alexander Webinar Series
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education. Programs typically take place on the second Wednesday of each month at 3:00 pm ET.
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.
Fees
Registration is available for individual webinars or by purchasing a yearly series subscription, which offers access to all of the programs scheduled during the calendar year for one discounted fee.
| Individual | Series | Type |
|---|---|---|
| $40 | $280 ($360 value) | Accredited Estate Planner® designee or Estate Planning Law Specialist certificant |
| $40 | $280 ($360 value) | Student (available to a student who is enrolled either full or part time in an undergraduate or graduate program, majoring in the disciplines of legal, accounting, trust, insurance/financial planning, or philanthropy) |
| $60 | $420 ($540 value) | Member of an affiliated local estate planning council or at-large member of NAEPC |
| $100 | $700 ($900 value) | Non-member |
| $250 | $1,125 ($2,250 value) | Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together) Additional feeds available for $25 per feed per webinar by contacting us after the initial registration. |
To Register
- Individual Program: Click on "register here" on the page associated with the program you will be attending live or on-demand.
- Series Subscription: REGISTER FOR THE SERIES. We will send you an email after your registration has been processed with instructions about how to obtain log-in credentials for each program.
For Our Councils
NAEPC understands that councils want and need compelling virtual programming options to supplement their regular calendar of events. To accommodate this need, NAEPC is offering affiliated councils on-demand* access to any four webinars for a reduced cost of $400. Choose the "Pro-Rated Group Gathering" option on the online registration form and we will contact you promptly for your selections and to provide the program links and accompanying materials.
Councils that wish to offer continuing education credit must become the provider with their state and/or governing body.
*NAEPC will provide a website link and password to the recorded version of each webinar you choose, which can be used to show the program to council members and guests who have gathered together in person or on a virtual meeting. Please allow up to three business days after the live webinar to receive the link to the recorded program.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit.
Event Conduct Policy
By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.
Questions
Download the handy webinar FAQ page, email us, or phone the national office at 866-226-2224.
