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Meeting Date Meeting Title Speaker

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

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Meeting Date Meeting Title Speaker

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  1. 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

  2. Sponsor Slide (include logos at right)

  3. 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

  4. 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 Member Benefits, Programs & Services, continued Visit [council website] for additional details!

  5. 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!

  6. 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!

  7. Special Announcement…

  8. Special Announcement… Use this slide for details about the upcoming annual conference

  9. Enter event details here Upcoming Events… See [council website] for more details or to register.

  10. Enter member names here New Members in Attendance today…

  11. 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…

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