NAEPC Webinar: Teaming for Success in Three Legacy Planning Business Models, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® designation

Date: Tuesday, October 31, 2017
Time: 2:00pm - 3:00pm ET
Location: Webinar co-hosted by NAEPC and Trusts & Estates
Speaker: Philip Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP® of The American College of Financial Services; Thomas C. Rogerson of Wilmington Trust; Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished) of Martin M. Shenkman, P.C., Charles V. Douglas - Moderator, JD, CFP®, CAP®, AEP® of Cedar Rowe Partners
Webinar co-hosted by NAEPC and Trusts & Estates
  • 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?

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 panelists Phil Cubeta, Tom Rogerson, and Marty Shenkman, with moderator, Charlie Douglas, to learn how to position your practice for success in this rapidly changing legacy planning landscape.

Sponsored by: NAEPC and the Accredited Estate Planner® designation, REGISTER HERE for this complimentary program.

Philip B. Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP®, The American College of Financial Services

Philip B. Cubeta teaches philanthropy to advisors and nonprofit gift planners in the American College Chartered Advisor in Philanthropy® (CAP®) program. Prior to this he was Chief of Staff for The Nautilus Group, an initiative of New York Life, providing estate and business planning strategies to the clients of the companies leading representatives. His original training was in the humanities.

Thomas C. Rogerson, Wilmington Trust

Tom Rogerson is a recognized leader and pioneer in family governance and introduces clients throughout the U.S. to his “5 Steps to Healthy Family Governance,” which assists families with communication, philanthropic vision, legacy planning, succession, and education. Tom incorporates these critical issues into a client’s comprehensive wealth management plan, not only helping to prepare the money for the family, but to also prepare the family for the money. Tom is an international speaker on the topic of family governance and continues to be invited to speak to wealthy individuals and entrepreneurs around the world.

Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished), Martin M. Shenkman, P.C.

Martin M. Shenkman is an attorney in private practice in Fort Lee, New Jersey and New York City. He has authored more than 40 books and 1,000 articles and is an editorial board member of Trusts & Estates magazine, CCH (Wolters Kluwer), and the Matrimonial Strategist. Marty has been the recipient of many honors and awards, most recently named by The American Cancer Society and its National Professional Advisor Network as the inaugural "National Professional Advisor of the Year." Marty is active in many charitable and community causes and organizations and is the founder of ChronicIllnessPlanning.org, an organization that educates professional advisers on planning for clients with chronic illness.

Charles V. Douglas - Moderator, JD, CFP®, CAP®, AEP®, Cedar Rowe Partners

Charles V. Douglas has over 30 years of experience guiding affluent clients in growing, protecting and transferring their wealth and is a frequent lecturer for professional organizations as well as a contributor and commentator to such national publications as the Wall Street Journal, the New York Times, CNBC, Investment News, Kiplinger and Forbes. Charlie is the author of two books, Awaken the American Dream and Rich Where It Counts and has established himself as an expert in values-based planning and strategies for helping high net-worth families pass on a principled legacy. Charlie is a board member of the National Association of Estate Planners & Councils, a member of the executive committee of the State Bar of Georgia’s Fiduciary Law Section, and a board member of the Atlanta Estate Planning Council.

 

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.

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