meeting date meeting title speaker
DESCRIPTION
Welcome!. Council Name. Meeting Date Meeting Title Speaker. Member council of the National Association of Estate Planners & Councils, the association of choice for estate planning professionals. www.naepc.org. Sponsor Slide (include logos at right). Member Benefits, Programs & Services - PowerPoint PPT PresentationTRANSCRIPT
Meeting DateMeeting Date
Meeting TitleMeeting Title
SpeakerSpeaker
Council Name
Member council of the National Association of Estate Planners & Councils, the association of choice for estate planning professionals.
www.naepc.org
Welcome!Welcome!
Sponsor Slide
(include logos at right)
Member Benefits, Programs & Services
**Note, this slide should be updated monthly using the online listing of member benefits at www.naepc.org.
Visit [council website] for additional details!
•NAEPC Journal of Estate & Tax Planning (www.naepcjournal.org)
•The NAEPC Foundation / NAEPC 48th Annual Conference
•A Parent’s Guide to Wills & Trusts
•Acquire Seminar Marketing
•Amicus Creative Media
•EstatePlanningBinders.com
Member Benefits, Programs & Services, continued
Visit [council website] for additional details!
•Business Week magazine
•CCH, a Wolters Kluwer business
•Civicom Audio Recording & conference calling
•Confidant
•DocuBank
•Estate ++
•Estate Planning Smarts
•Family Business magazine
•Family Foundation Advisor
•Florida Domicile Handbook
•Journal of Taxation of Investments
•Kettley Publishing Software
•Klark Proposal Software
•Konica/Minolta
•Midwest Transaction Group
•National Center for Family Philanthropy
•Private Wealth magazine, complimentary subscription
•Retirement Snapshot Software
Member Benefits, Programs & Services, continued
Visit [council website] for additional details!
•Robert Keebler’s Exclusive Roth IRA Conversion Decision Chart
•Trusts & Estates magazine, $129 subscription
•Wealth Transfer Planning software
•Business Valuation Resources (BVR)
Member Benefits, Programs & Services, continued
Visit [council website] for additional details!
Special Announcement…
Special Announcement…
Use this slide for details about the upcoming annual conference
Enter event details here
Upcoming Events…
See [council website] for more details or to register.
Enter member names hereNew Members in
Attendance today…
Formed in 2005 with a mission of providing the public with estate and financial awareness programs and improving financial literacy, while educating the public about the benefits of the multi-disciplinary team concept of estate planning…
For more information or to contribute, please visit www.naepc.org/foundation.web
The NAEPC Education Foundation…