From the NAEPC Engagement Committee
- Kim Heyman, JD, LLM, AEP
- 2 days ago
- 2 min read
by Tim Zeigler and Kim V. Heyman
As you may have heard from our President, Chris Borden, at one of our events, PEPC is a member of the National Association of Estate Planners & Councils (“NAEPC”). As a member of PEPC, you are as well!
NAEPC serves estate planning councils with goals of excellence in estate planning, education and collaboration. In addition to providing great networking opportunities, among your benefits as a member are access to:
The NAEPC Journal of Estate & Tax Planning, which provides regular updates on important information regarding the world of estate and tax planning
Professional Designations like the Accredited Estate Planner® (“AEP®”)
The Robert G. Alexander Webinar Series providing estate planners with COMPLIMENTARY high quality, multi-disciplinary and supplemental education
An outstanding Annual Conference with national speakers
The upcoming complimentary webinars are as follows:
Wednesday, April 23rd @ 3:00 p.m.: Estate Planning Tips and Developments with Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) REGISTER
Wednesday, May 14th @ 3:00 p.m.: Don't Let Clients Leave Social Security Money on the Table with Ash Ahluwalia REGISTER
SAVE THE DATE: The 62nd Annual NAEPC Advanced Estate Planning Strategies Conference & Council Leadership Conference is being held this year October 19th-23th in Washington, DC at the Gaylord National Resort & Convention Center. The Annual Conference offers an opportunity to cultivate important new multi-disciplinary relationships while collaborating on cutting-edge ideas and trends. While the program is being finalized, it always includes nationally renowned speakers.
If you are interested in serving on our NAEPC Engagement Committee or want to know more about NAEPC or our committee, please reach out to one of us.
Tim Zeigler and Kim V. Heyman NAEPC Engagement Committee Chairs