Date: Friday, December 31, 2021
Time: 11:45am - 12:15pm
Location: Various
Speaker: Various

NAEPC Webinar Sponsorship - $150.00 - The NAEPC Bob Alexander Webinar Series is organized by the national council and hosts some of the most recognized names in estate planning. Our estate planning council purchased an annual membership to the Webinars and we offer them to our membership for free.  The sponsor will have the opportunity to host webinar participants in either a live or prerecorded webinar through the EPCNN Zoom account or through the sponsor’s own Zoom account.  Please see the Registration Link above for open months and topics.  (For an additional $150.00, or for two Webinar Sponsorships, the Sponsor may also receive the benefits of a Website Sponsorship.)

Upcoming Programs

Wednesday, March 10, 2021 3:00pm - 4:00pm ET

The Future Client and Future Advisor

George Nichols III, President & CEO, The American College of Financial Services and Dien Yuen, JD, LL.M. (International Law), CAP®, AEP®


Thursday, April 1, 2021 12:00pm - 1:00pm ET - No Sponsor needed as this is Complimentary through NAEPC

Methods to Fund Buy-Sell Agreements: A complimentary webinar co-hosted with the Society of Financial Service Professionals

James S. Aussem, JD, AEP®


Wednesday, April 21, 2021 3:00pm - 4:00pm ET

Well-Being Trusts — the Future of Imbuing Trusts with Positivity, Meaning and Purpose

Richard S. Franklin, JD, LL.M. and Raymond C. Odom, CFP®


Wednesday, May 12, 2021 3:00pm - 4:00pm ET

529 Planning

Susan T. Bart, JD


Wednesday, June 9, 2021 3:00pm - 4:00pm ET

Tax-Smart Charitable Giving, Especially with Retirement Assets

Christopher R. Hoyt, JD, AEP® (Distinguished)


Wednesday, June 23, 2021 3:00pm - 4:00pm ET

2021 Income Tax Planning Strategies including IRA Strategies

Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA


Wednesday, July 14, 2021 3:00pm - 4:00pm ET

Income Tax Planning for Real Estate Using Estate Planning Techniques

Jerome M. Hesch, MBA, JD, AEP® (Distinguished)


Wednesday, August 11, 2021 3:00pm - 4:00pm ET

Planning for Business Owners and Trusts in Light of Changing Income Tax Rates

Steven B. Gorin, JD, CPA, CGMA®, AEP® (Distinguished)


Wednesday, September 15, 2021 3:00pm - 4:00pm ET

The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective

Natalia C. Wilson, JD


Wednesday, October 13, 2021 3:00pm - 4:00pm ET

Social Security Considerations in Estate Planning

Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®


Wednesday, December 8, 2021 3:00pm - 4:00pm ET

Estate Planning for Modern Families: Planning for Diversity and Flexibility

Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, AEP®
















































See Upcoming Event Calendar