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Welcome to the 47 th Annual Conference. & The NAEPC Foundation. COUNCIL LEADERSHIP DAY. Welcome & Opening Remarks. President Michael W. Halloran, CLU ® , ChFC ® , AEP ® , CFP ® , REBC, RHU, LUTCF, MSFS, MSM. The Star Spangled Banner Lyrics By Francis Scott Key 1814.

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COUNCIL LEADERSHIP DAY

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Slide 1 naepc

Welcome to the

47th Annual Conference

& The NAEPC Foundation

COUNCIL LEADERSHIP DAY


Slide 1 naepc

Welcome

&

Opening Remarks

President

Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM


Slide 1 naepc

The Star Spangled Banner LyricsBy Francis Scott Key 1814

Oh, say can you see by the dawn's early lightWhat so proudly we hailed at the twilight's last gleaming?Whose broad stripes and bright stars thru the perilous fight,O'er the ramparts we watched were so gallantly streaming?And the rocket's red glare, the bombs bursting in air,Gave proof through the night that our flag was still there.Oh, say does that star-spangled banner yet waveO'er the land of the free and the home of the brave?

Oh! thus be it ever, when freemen shall standBetween their loved home and the war's desolation!Blest with victory and peace, may the heav'n rescued landPraise the Power that hath made and preserved us a nation.Then conquer we must, when our cause it is just,And this be our motto: "In God is our trust."And the star-spangled banner in triumph shall waveO'er the land of the free and the home of the brave!


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Affiliated Local Estate Planning Councils with a Representative in Attendance

Anchorage EPC

Atlanta EPC

Baltimore EPC

Birmingham EPC

Bluegrass EPC

Boise EPC

Boston EPC

Boulder County EPC

Bristol County EPC

Central Arizona EPC

Central Florida EPC

EPC of Central New York

Charleston EPC

Charlotte EPC

EPC of Chattanooga

Chester County EPC

Chicago EPC

Cincinnati EPC

EPC of Cleveland

Conejo Valley EPC

Dallas EPC

Delaware EPC

Denver EPC

Desert EPC

East Alabama EPC

East Coast EPC

EPC of San Diego

San Francisco EPC

EPC of Seattle

T&EPC of Shreveport

Sioux Falls EPC

Siouxland EPC, Inc.

South Orange County EPC

EPC of Southeast Denver

Southern Arizona EPC

Southern Nevada EPC

Spokane EPC

EPC of St. Louis

Stanislaus County EPC

Stockton EPC

Suncoast EPC

Tampa Bay EPC

Tri-Cities EPC

Tri-State EPC

Tulsa EP Forum

Washington DC EPC

EPC of Westchester County

Western Michigan EPC

Eastern Illinois EPC

Fresno EPC

Greater Boca Raton EPC

Greenville EPC

Hampton Roads EPC

Hawaii EPC

Hoosier Hills EPC

Houston B&EPC

Houston Estate & Financial Forum

Hudson Valley EPC

Land of the Sky EPC

EPC of the Lehigh Valley

Los Angeles EPC

Macon EPC

EPC of Marion County

EPC of Memphis

Merrimack Valley EPC

Metropolitan Detroit, Inc. F&EPC

EPC of Middle Tennessee

Mid-Missouri EPC

Milwaukee Estate Planning Forum, Inc.

Mississippi EPC

Montgomery County EPC

Montgomery EPC

EPC of Naples

Nassau County EPC

New Hampshire EPC

New Orleans EPC

EPC of New York City

North Coast EPC

North Georgia EPC

North Suncoast EPC

EPC of North Texas

EPC of Northeast Florida Northeastern Michigan EPC

EPC of Northern Nevada

Northshore EPC

EPC of Northwest Florida Northwest Suburban EPC Northwest Washington EPC

Orange Coast EPC

Philadelphia EPC

Phoenix Tax Workshop

Pittsburgh EPC

Pomona Valley EPC

EPC of Portland

Quad City EPC

Red River Valley EPC

Redwood Empire EPC

Riverside EPC

San Antonio EPC

EPC of San Bernardino


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National Association of

Estate Planners & Councils

2010 Board of Directors

President

Michael W. Halloran, CLU, ChFC, AEP®,

CFP®, REBC, RHU, LUTCF, MSFS, MSM

Northwestern Mutual  Jacksonville, FL

President Elect

Joseph V. Falanga, CPA, AEP®

Schonbraun McCann Group LLP  New York, NY

Treasurer

Clark B. McCleary, CLU, ChFC, MSFS, AEP®

(Distinguished)

McCleary & Associates  Houston, TX

Secretary

Robert G. Alexander, JD, LL.M., AEP® , EPLS

Alexander Law Offices, S.C.  Milwaukee, WI

Immediate Past President

Kathleen J. Belmonte, CTFA, AEP®

Sabal Trust Company  Tampa, FL

Executive

Committee


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National Association of

Estate Planners & Councils

2010 Board of Directors

BOARD OF DIRECTORS

Joanna Averett, MBA, CFP®, AIF®, AEP®

First American Trust San Bernardino, CA

Thomas M. Borchert, CLU®, ChFC®, LUTCF, AEP® , CLTC

Professional Insurance & Financial Alternatives Sioux City, IA

Christopher M. Brown, JD, AEP®

Miller Johnson Grand Rapids, MI

Robert E. Burton, CLU, ChFC, AEP® , LL.B.

Provada Insurance Services, Inc. San Francisco, CA

Cindy D. Causby, CTFA, AEP®

SunTrust Bank Asheville, NC

John P. Garniewski, Jr., CPA/PFS, CFP®, AEP®

Wilmington Family Office Wilmington, DE

Pettus C. Gibbons, MEd, CLU®, ChFC®, LUTCF, AEP®

New York Life Insurance Company Addison, TX

Robert P. Goodman, CPA, AEP®

U.S. Trust, Bank of America Private Wealth Management

Phoenix, AZ

John K. O'Meara, JD, CLU®, ChFC®, CFP®, AEP®

Northwestern Mutual Life Milwaukee, WI

Geoffrey M. Rogers, TO, AEP®

The Glenmede Trust Co., NA  Wilmington, DE

Harold Schwartz, Jr., LL.B., LL.M., CLU®, ChFC®, RHU,

REBC, FLMI, CEBS, AEP®

Harold A. Schwartz, Jr., Attorney at Law  Chattanooga, TN

John J. Scroggin, JD, LL.M., AEP®

Scroggin & Company, P.C. Roswell, GA

Gregory E. Sellers, CPA, AEP®

Wilson, Price, Barranco, Blankenship & Billingsley, PC

Montgomery, AL

Claire S. Weaver, CPA, CSEP, AEP®

Seligman, Friedman & Co. York, PA

Nancy H. Weingard, CLTC, CFP®, AEP®

Raymond James and Associates  Boca Raton, FL

DIRECTORS EMERITUS

Hartman Axley, CLU®, ChFC®, JD, CFP®, MSFS, RHU, AEP®

Lakewood, CO

Leonard H. Neiman, AEP®, CLU®, ChFC®

Neiman Associates New York, NY


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Past Presidents

Registered to attend as of

October 28, 2010

Hartman Axley, CLU ®, ChFC®, JD, CFP®,

MSFS, RHU, AEP®

Year of Presidency: 1974-1975

Lakewood, CO

Kathleen J. Belmonte, CTFA, AEP®Year of Presidency: 2009

Sabal Trust Company  Tampa, FL

Herbert Chasman, CLU®, ChFC®, JD

Year of Presidency: 1978-1979

AXA Advisors, LLC Irvine, CA

Walter Lee Davis, Jr., Atty, CPA, AEP®,

EPLS

Year of Presidency: 2008

Walter Lee Davis, Jr., P.C. Johnson City, TN

Thomas M. Forrest, TO, CPA, AEP®

(Distinguished)

Year of Presidency: 1997-1998

Charles Schwab  Wilmington, DE

L. Henry Gissel, Jr., Atty, LL.B.

Year of Presidency: 1975-1976

Wilmington Trust Co. Houston, TX

Charles C. Ives, AEP®

Year of Presidency: 1990-1991

Marblehead, MA

Harold S. Small, JD, CPA, AEP®

Year of Presidency: 1992-1993

Law Office of Harold S. Small San Diego, CA


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National Association of

Estate Planners & Councils

Non-Board Member Volunteers by Committee

Accredited Estate Planner® Designation Committee

Frank S. Berall, JD, LL.M., AEP®

Hartford, CT

Julie A. Buschman, CPA, AEP®

Dallas, TX

M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®

Plymouth Meeting, PA

Gary L. Flotron, MBA, CLU®, ChFC®, AEP®

Chesterfield, MO

Robert E. Fox, CLU®, AEP®

Ocala, FL

Theodore L. Greenspan, JD, LL.M., AEP®

Mobile, AL

R. Mark Kirkpatrick, JD, EPLS, AEP®

Mobile, AL

Paul J. Pantano, CLU, ChFC, AEP®, CASL

Pittsburgh, PA

Daniel A. Rich, JD, MBA, TO, AEP®

Denver, CO

Accredited Estate Planner® Designation Committee

continued

Eido M. Walny, JD, EPLS, AEP®

Milwaukee, WI

Annual Conference & 47th Annual Conference Sponsorship Committees

Gary L. Flotron, MBA, CLU®, ChFC®, AEP®

Chesterfield, MO

Elinor Froemsdorf, CLU®, ChFC®, AEP®

San Antonio, TX

Lawrence J. Macklin, CPA, Esq., TO

Baltimore, MD

A. Stephen McDaniel, JD, AEP®, EPLS

Memphis, TN

John K. Mulvey, Jr., ChFC®, CLU®, AEP®

Latham, NY

William F. Super, CPA, RIA, MS-TAX, AEP®

Carlsbad, CA

Harry S. Truman, CFP®, CLU®, AEP®San Antonio, TX


Slide 1 naepc

National Association of

Estate Planners & Councils

Non-Board Member Volunteers by Committee

Council Relations Committee

continued

Stephen Starzec, CPA, CTFA

Boulder, CO

Brent A. Thomas

New Orleans, LA

Thomas Varley

Wilmington, DE

Richard E. Wait, CPA/CVA, AEP®

Reno, NV

Shane W. Westhoelter, CLU®, LUTCF, RFC, QFP,

LTCP, AEP®

Dublin, CA

Council Relations Committee

Edward T. Autry, JD, EPLS, AEP®

Memphis, TN

Robert L. Fischer, CLU®, ChFC, AEP®

DePere, WI

Robert E. Fox, CLU®, AEP®

Ocala, FL

Lawrence Fuller, CLU®, ChFC®, FLMI

Columbia, MO

Gene Imke

Oklahoma City, OK

Christopher P. Jakyma, Esq., CTFA, AEP®

Cleveland, OH

John J. Meyer, CLU®, ChFC®, AEP®

New Orleans, LA

Amy O'Bannon

Memphis, TN

Jordon N. Rosen, CPA, MS (Taxation), AEP®

Exton, PA


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National Association of

Estate Planners & Councils

Non-Board Member Volunteers by Committee

The NAEPC Foundation Committee

Gary L. Flotron, MBA, CLU®, ChFC®, AEP®

Chesterfield, MO

Sharon Goodman , JD, AEP®

New York, NY

Dallas E. Klemmer, Atty., EPLS, AEP®

Greenville, SC

Valentino Sabuco, CFP, AEP®

Rohnert Park, CA

Website Committee

Dallas E. Klemmer, Atty., EPLS, AEP®

Greenville, SC

Dan H. Florence , JD, CTFA, AEP®

Nacogdoches, TX


Slide 1 naepc

Retiring

Board Member

Thomas M. Borchert,

CLU®, ChFC®, LUTCF®, AEP®, CLTC

Professional Insurance &

Financial Alternatives

®


Slide 1 naepc

Retiring

Board Member

Robert E. Burton,

CLU®, ChFC®, AEP®, LL.B.

Provada Insurance Services, Inc.


Slide 1 naepc

Retiring

Board Member

Geoffrey M. Rogers,

TO, AEP®

The Glenmede Trust Co., NA


Slide 1 naepc

Retiring

Board Member

John J. Scroggin,

JD, LL.M., AEP®

Scroggin & Company, P.C.


Slide 1 naepc

Retiring

Board Member

Claire S. Weaver,

CPA, CSEP, AEP®

Seligman, Friedman

& Co.


Slide 1 naepc

Retiring

Board Member

Kathleen J. Belmonte,

CTFA, AEP®

Sabal Trust Company


Slide 1 naepc

Retiring

Board Member

Leonard H. Neiman,

AEP®, CLU®, ChFC®

Neiman Associates


Slide 1 naepc

National Association of

Estate Planners & Councils

Board Members with Term Expiring December 2013

One Appointment to a Term Ending December 2012

Charles V. Douglas, JD, CFP®, AEP®

Wachovia Wealth Management · Atlanta, GA

Category: Trust Officer

Terms Ending December 2013

William D. Kirchick, Atty, AEP®

Bingham McCutchen LLP · Boston, MA

Category: Attorney

Christopher P. Jakyma, Esq., CTFA, AEP®

FirstMerit Wealth Management Services

Cleveland, OH

Category: CFP®/ChFC®/AEP®

Paul J. Pantano, CLU®, ChFC®, AEP®, CASL, MSFS

The Luttner Financial Group, Ltd. · Pittsburgh, PA

Category: CLU®

M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®

Semper Trust Company · Plymouth Meeting, PA

Category: Trust Officer

Jordon N. Rosen, CPA, MS (Taxation), AEP®

Belfint, Lyons & Shuman, PA · Wilmington, DE

Category: CPA


Slide 1 naepc

National Association of

Estate Planners & Councils

2011 Officers

President Elect

Clark B. McCleary, CLU®, ChFC®, MSFS, AEP® (Distinguished)

McCleary & Associates

Houston, TX

Treasurer

Robert G. Alexander, JD, LL.M., AEP®, EPLS

Alexander Law Offices, S.C.

Milwaukee, WI

Secretary

Joanna Averett, MBA, CFP®, AIF®, AEP®

First American Trust

San Bernardino, CA

Immediate Past President

Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®,

REBC, RHU, LUTCF, MSFS, MSM

Northwestern Mutual

Jacksonville, FL


Slide 1 naepc

National Association of

Estate Planners & Councils

2011 President

Joseph V. Falanga,

CPA, AEP®, TEP


Slide 1 naepc

The NAEPC

Foundation Committee

Chair:

Robert G. Alexander, JD, LL.M., AEP®, EPLS


Slide 1 naepc

The NAEPC

Foundation Committee

  • NAEPC Foundation Mission

  • To educate the public regarding the benefits of the multi-disciplinary

  • team concept of estate planning as espoused by the National Association

  • of Estate Planners & Councils;

  • to develop educational programs regarding estate planning

  • for estate planning professionals;

  • to develop and promote a community outreach program for

  • the general public; and

  • to hold educational conferences, seminars, forums, and meetings

  • regarding estate planning.


Slide 1 naepc

Advisory Board Members

Steve R. Akers, JD, AEP® (Distinguished)Bessemer Trust Company, N.A.  Dallas, TX

P. Thomas Austin, CPA, CLU, ChFC, AEP® (Distinguished)Ziegler, Metzger & Miller LLPCleveland, OH

Frank S. Berall, Atty, AEP®, LL.M.Copp & Berall LLPHartford, CT

Jonathan G. Blattmachr, Esq., AEP® (Distinguished)Milbank, Tweed, Hadley & McCloyNew York, NY

Lawrence Brody, JD, LL.M., AEP® (Distinguished)Bryan Cave LLPSt. Louis, MO

Vincent M. D'Addona, CLU, ChFC, AEP®Strategies for WealthNew York, NY

Jo Ann Engelhardt, JD, LL.M., AEP® (Distinguished)Bessemer Trust Company, N.A.Palm Beach, FL

Thomas M. Forrest, TO, CPA, AEP® (Distinguished)Charles SchwabWilmington, DE

Professor Stanley M. Johanson, JD, LL.M., AEP® (Distinguished)University of Texas School of LawAustin, TX

Lawrence P. Katzenstein, Atty, AEP® (Distinguished)Thompson Coburn LLPSt. Louis, MO

Robert S. Keebler, CPA, MST, AEP® (Distinguished)Baker Tilly Virchow Krause, LLPAppleton, WI

Sidney Kess, CPA, JD, LL.M., AEP® (Distinguished)New York, NY

Al W. King, III, JD, LL.M., AEP® (Distinguished)South Dakota Trust Company, LLCNew York, NY

Bernard A. Krooks, JD, CPA, LL.M, CELA, AEP®Littman Krooks LLPNew York, NY

Stephan R. Leimberg, JD, AEP® (Distinguished)Leimberg & AssociatesBryn Mawr, PA

Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished)Oshins & Associates, LLCLas Vegas, NV

Jeffrey N. Pennell, JDEmory University School of LawAtlanta, GA

Susan Porter, JD, LLM, CTFA, AEP® (Distinguished)US Trust, Bank of America Private Wealth Management New York, NY

John W. Porter, B.B.A., JD, AEP® (Distinguished)Baker Botts LLPHouston, TX

Richard M. Weber, MBA, CLU, AEP® (Distinguished)The Ethical Edge, Inc.Pleasant Hill, CA


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Estate Planning Answers

Chair:

Pettus C. Gibbons,

CLU®, ChFC®, LUTCF, AEP®,


Slide 1 naepc

www.estateplanninganswers.org


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National Estate Planning Awareness Week

Chair:

John P. Garniewski, Jr., CPA/PFS, CFP®, AEP®

October 18-24th 2010 & October 17-23rd 2011


Slide 1 naepc

Website Committee

Chair:

Robert P. Goodman,

CPA, AEP®


Slide 1 naepc

Local Council Web Site Program

NATIONAL ASSOCIATION OF

Estate Planners & Councils

Bruce Newburger

NAEPC Webmaster

Robert P. Goodman

NAEPC DirectorWeb Committee Chair

Rick McKenzie

Montgomery (AL) Estate Planning Council

Vice President

www.NAEPC.org

Annual Conference 2010


Program levels

Program Levels

NATIONAL ASSOCIATION OF

Estate Planners & Councils

 Options for council administrators:

  • Link to external site

  • Level 1: Directory listing on NAEPC.org

  • Level 2: Standard Site ($800/year)

  • Level 3: Deluxe Site ($1,200/year)

  • Level 4: w/Pay. Processing ($1,600/yr)

     2010 Promotion: 50% off first-year fee for new site or upgrade costs.

www.NAEPC.org

Annual Conference 2010


New features for 2010

New Features for 2010

NATIONAL ASSOCIATION OF

Estate Planners & Councils

 Rich (HTML) formatting for calendar events

 Site Traffic Report (Level 3+)

 Sponsorship selling features (example)

 Private document library for council leaders only

 Mobile-friendly site design

 Streamlined use of domain name to address council site

www.NAEPC.org

Annual Conference 2010


Participating councils

Participating Councils

NATIONAL ASSOCIATION OF

Estate Planners & Councils

Of 220 Affiliated Councils

www.NAEPC.org

Annual Conference 2010


Web site support contacts

Web Site Support Contacts

NATIONAL ASSOCIATION OF

Estate Planners & Councils

 First contact is NAEPC staff at:[email protected]

 You may hear back from Bruce Newburger:[email protected]

 Bruce available for appointments all day Wednesday and Thursday in Point Loma room

www.NAEPC.org

Annual Conference 2010


Slide 1 naepc

Website Committee

Group Sessions with Web Master:

Sign up at the registration desk

10:25 - 10:50am

12:00noon - 12:30pm

12:30 - 1:00pm

2:45 - 3:15pm


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Accredited Estate Planner® Designation

Chair:

Gregory E. Sellers,

CPA, AEP®


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Councils Using the Council Nominated AEP® Program in 2010

Boston EPC

EPC of Greater Miami

Greater New Jersey EPC

Hampton Roads EPC

Los Angeles EPC

Metropolitan Detroit, Inc. F&EPC

Nassau County EPC

New Orleans EPC

North Central Florida EPC

EPC of Northeast Wisconsin, Inc.

Northshore EPC

Pomona Valley EPC

Sioux Falls EPC

Southern Arizona EPC

F&EPC of Southern New Jersey

Stanislaus County EPC

EPC of Suburban Maryland

Tampa Bay EPC

Utah Valley EPC

West River E&FP Council


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The NAEPC

Foundation Committee

Chair:

Robert G. Alexander, JD, LL.M., AEP®, EPLS


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Estate Planning Day in a Box

Materials for Affiliated Local Councils


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Break

10:25 - 10:50am

Foyer


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Welcome to the

47th Annual Conference

& The NAEPC Foundation

COUNCIL LEADERSHIP DAY


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Annual Conference Committee

Chair:

Joseph V. Falanga,

CPA, AEP®, TEP


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Conference & Sponsorship Committees

Lawrence J. Macklin, CPA, Esq., TO

Baltimore, MD

Clark B. McCleary, CLU®, ChFC®, MSFS, AEP® (Distinguished)

Houston, TX

A. Stephen McDaniel, JD, AEP®, EPLS

Memphis, TN

John K. Mulvey, Jr., ChFC®, CLU®, AEP®

Latham, NY

John K. O'Meara, JD, CLU®, ChFC®, CFP®, AEP®

Milwaukee, WI

Harold Schwartz, Jr., LL.B., LL.M., CLU®, ChFC®, RHU, REBC,

FLMI, CEBS, AEP®

Chattanooga, TN

William F. Super, CPA, RIA, MS-TAX, AEP®

Carlsbad, CA

Harry S. Truman, CFP®, CLU®, AEP®

San Antonio, TX

Claire S. Weaver, CPA, CSEP, AEP®

York, PA

Robert G. Alexander, JD, LL.M., AEP®, EPLS

Milwaukee, WI

Joanna Averett, MBA, CFP®, AIF®, AEP®

San Bernardino, CA

Kathleen J. Belmonte, CTFA, AEP®

Tampa, FL

Robert E. Burton, CLU®, ChFC®, AEP®, LL.B.

San Francisco, CA

Cindy D. Causby, CTFA, AEP®

Asheville, NC

Joseph V. Falanga, CPA, AEP®, TEP

New York, NY

Gary L. Flotron, MBA, CLU®, ChFC®, AEP®

Chesterfield, MO

Elinor Froemsdorf, CLU®, ChFC®, AEP®

San Antonio, TX

John P. Garniewski, Jr., CPA/PFS, CFP®, AEP®

Wilmington, DE

Pettus C. Gibbons, MEd, CLU®, ChFC®, LUTCF, AEP®

Addison, TX

Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM

Jacksonville, FL


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GOLD SPONSORS

Thank you to all

our sponsors!

SILVER SPONSORS

Ash Brokerage

Charles Schwab Advisor Services

Empire Valuation Consultants, LLC

Fidelity Charitable Services

FMV Opinion, Inc.

Northwestern Mutual

South Dakota Trust Company, LLC

STEP - Society of Trust and Estate Practitioners

Sterling Foundation Management, LLC

The Advisory Trust Company of Delaware

U.S. Trust, Bank of America Private

Wealth Management

PLATINUM SPONSORS


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Thank you to all our Exhibitors!

Melville Capital

Navigator Legacy

Partners, LLC

Society of FSP

Summit Trust Company

Synergy Summit

The Mentor Group, Inc.

Thomson Reuters

(ONESOURCE Trust

& Estate Administration)

1st Global

Alaska Trust Company

Alzheimer’s Association

American Association of

Attorney - CPAs

American Endowment

Foundation (AEF)

Brentmark Software, Inc.

Brokerage Professionals, Inc.

Business Valuations LTD /

Allison Appraisals

& Assessments, Inc.

Charitable Trust

Administrators, Inc.

College for Financial Planning

Crescendo Interactive, Inc.

Department of Veterans Affairs,

National Cemetery Administration

EstatePlanningBinders.com

InterActive Legal

Jagen Investments, LLC

Konica / Minolta


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48th Annual Conference

November 16 -

November 18, 2011

National Association of Estate Planners & Councils

& The NAEPC Foundation

San Antonio,Texas

San Antonio Marriott Rivercenter


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Council Relations Committee

Chair:

Joanna Averett,

MBA, CFP®, AIF , AEP®


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Council Relations Committee

Council Relations Committee Purpose

 Assist affiliated local councils in understanding the

benefits, programs and services offered by the NAEPC

 Assist unaffiliated local councils in the affiliation process


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Council Relations Committee

Facts and Figures

 225 affiliated local councils

 Approximately 70 prospect councils throughout the

United States

 Active and engaged committee members noted within

committee report


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Council Relations Committee

Council Offerings

Leimberg (LISI) Service

- members receive unlimited access

- provides financial service professionals fast, frank, and incisive analysis of proposed and

recent legislation, regulations, cases, and rulings by experts such as: John McFadden, Lisa

Starczweski, Jim Maule and Bob LeClair - LISI is home to a very powerful engine that

will help subscribers create customized searches more easily and quickly than ever before

possible.

- your subscription includes up to six newsletters providing analysis of proposed and recent

legislation, cases and rulings.

- offers access to the hundreds of cases, rulings and legislation already reported on - and a

database of all of those to be posted in the future. These commentaries are even more

useful and instantly accessible through an incredibly powerful search engine that allows

you to create custom searches to locate specific topics, references, and citations of

particular interest to you.


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Council Relations Committee

Council Offerings

Leimberg (LISI) Service continued

- Other benefits include: Retirement and Roth IRA calculators; Ten-year archive of

our monthly FaxNet data service; Section 7520 and other important rate information

- Cost to NAEPC affiliated councils:

To enroll in Jan., Feb., March, or April - $18/member

To enroll in May, June, July, or Aug., - $14/member

To enroll in Sept., Oct., Nov., or Dec., - $24/member *

*covers the last 4 months of the year and all of the following year.

All members of a council must enroll.


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Council Relations Committee

Council Offerings

 Yearly no-charge speaker program

Robert G. Alexander, JD, LL.M., AEP® , EPLS

Alexander Law Offices, S.C.  Milwaukee, WI

Robert E. Burton, CLU®, ChFC®, AEP®, LL.B.

Provada Insurance Services, Inc. · San Francisco, CA

Joseph V. Falanga, CPA, AEP®

Schonbraun McCann Group LLP  New York, NY

Michael W. Halloran, CLU, ChFC, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM

Northwestern Mutual  Jacksonville, FL

Clark B. McCleary, CLU, ChFC, MSFS, AEP®

(Distinguished)

McCleary & Associates  Houston, TX


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Council Relations Committee

Council Offerings

 Midwest Transaction Group Merchant Account Services

- Great Rates  qualified swiped transactions cost only 1.55% + 20¢.  qualified non-swiped transactions cost only 2.25% + 20¢.- Incredible Customer Service available 24 hours a day, 7 days a week from people you know and trust – you’ll never get

an impersonal call center. - Unmatched Experience  legal and accounting communities have repeatedly made Midwest Transaction Group their

number one processing choice- Free PCI Compliance Support  specialists will help you comply with the new PCI security standards and meet the related

filing requirements, at no cost


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www.RV4TheCause

Coming to a Council Near You!!!


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Every Council

Campaign

Every Council Campaign

 ½ of affiliated local councils participating currently

 Over 15,000 enrolled members learning about

benefits available to them directly from NAEPC!


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Every Council

Campaign

Our Commitment to You

 NAEPC News distributed via email six times per year with opt

out opportunity

 Hard copy annual conference brochure once per year

 We will never sell contact information or provide it to outside

vendors

 Authorization form required to enroll

 Yearly opt-out provided within annual dues notice


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The NAEPC

Foundation Committee

Chair:

Robert G. Alexander, JD, LL.M., AEP®, EPLS


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The NAEPC

Foundation Committee

Member Benefits, Programs & Services


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NAEPC Journal of Estate & Tax Planning

Educational Webinars w/

InterActive Legal

A Parent’s Guide to Wills & Trusts

Acquire Seminar Marketing

Amicus Creative Media

Business Week magazine

CCH, a WoltersKluwer Business

Civicom Audio Recording

Confidant

DocuBank

Exit Planning for Advisors

Estate++

Evaluation Services, Inc.

Family Business magazine

Family Foundation Advisor

Florida Domicile Handbook

Member Benefits, Programs & Services


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Journal of Taxation of Investments

Klark Proposal Software

Konica/Minolta

Midwest Transaction Group

(council and individual members)

My Estate Planning Organizer

National Center for Family Philanthropy

Private Wealth magazine, complimentary

Retirement Snapshot software

Robert Keebler’s Exclusive Roth IRA

Conversion Decision Chart

Robert Keebler’s Health Care Surtax

Chart

Trusts & Estates, $99 subscription

Wealth Transfer Planning Software

Member Benefits, Programs & Services


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Question & Answer Period

and

Closing Remarks


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Upcoming Activities

Lunch ~ Regatta Pavilion

1:00 - 5:00pm Council Breakout

Sessions by Size

Small Councils ~ Mission I

Medium Councils ~ Mission II

Large Councils ~ Mission III

Administrators ~ Mariner Point


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NAEPC 2011 Social Media Campaign

Chair:

Robert P. Goodman,

CPA, AEP ®


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