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DTSTART:20171023T200000Z
DTEND:20171023T210000Z
LOCATION:Petroleum Club of Anchorage
UID:1518420171023T200000ZAEPC October Meeting: Using A Collaborative Approach to Better Serving Clients
DTSTAMP:20260405T032847Z
DESCRIPTION:\nUsing A Collaborative Approach to Better Serving Clients: A Case Study\n \nThe National Association of Estate Planners & Councils’ core value is that the team concept of estate planning best serves the client. Everything Estate Planning Councils do builds on this single principle.  As a result, AEPC members are those professionals who must have a seat at the table to properly serve the client – attorneys, accountants, trust officers, credentialed insurance and financial planners, and philanthropic professionals, among others.\n \nThis panel takes a look at a case study of how professional advisors might collaborate to help an Alaskan who is seeking to balance various financial, philanthropic and family considerations. \n \nPanelists include:\n \nModerator - Harry Need, MPA, CFRE, Senior Director of Philanthropic Services – University of Alaska Foundation\n \nKarl Kaufman, JD, LLM Tax - Shaftel Law Offices PC\n \nBeth Rose, MPA, CFRE, VP of Philanthropy and External Relations – The Alaska Community Foundation\n \nCathie Straub, CPA, CFP, Director, Wealth Management for Individuals – Alaska Permanent Capital Management\n
SUMMARY:AEPC October Meeting: Using A Collaborative Approach to Better Serving Clients - Anchorage Estate Planning Council 
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DESCRIPTION:Reminder
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