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SUMMARY:62nd Annual NAEPC Advanced Estate Planning Strategies Conference and Council Leadership Conference
DESCRIPTION:Continuing Education\nThis event offers up to 16 hours of continuing education credit for professionals in law\, accounting\, financial planning\, and estate planning. Credits will be requested for: \n\nLegal (CLE) – Continuing Legal Education credit\nAccounting (CPE) – Continuing Professional Education credit\nCFP® – Certified Financial Planner designation credit\nCTFA – Certified Trust and Fiduciary Advisor designation credit\nEA – Enrolled Agent credit\nPRP – Professional Recertification Program (formerly PACE)\n\nOne hour of ethics credit may be available where applicable. A general certificate of completion will be provided for self-filing. Insurance and state legal specialization credits will not be filed. Continuing education is administered by the National Association of Insurance and Financial Advisors. \n============\nWhat We’re All About\nExpert-Level Education\nThe conference features nationally recognized speakers in estate planning\, tax law\, and wealth management. It offers in-depth sessions on cutting-edge strategies and developments\, helping professionals stay ahead in a rapidly evolving field. \nMulti-Disciplinary Collaboration\nAttendees come from across the five primary estate planning disciplines: attorneys\, CPAs\, insurance and financial planning professionals\, trust officers\, and philanthropic advisors. This fosters a rich exchange of perspectives and encourages the team-based planning approaches that benefit clients. \nNetworking with the Profession’s Leaders\nIt’s a rare opportunity to connect with top professionals from around the country. Whether you’re seeking mentorship\, partnerships\, or referrals\, the conference creates a valuable environment for relationship-building. \nPractical\, Actionable Strategies\nSessions are designed not just to educate but to equip attendees with tools and insights they can immediately apply in their practice.
URL:https://insurancedesignationlookup.com/event/62nd-annual-naepc-advanced-estate-planning-strategies-conference-and-council-leadership-conference/
LOCATION:Gaylord National Resort & Convention Center\, 201 Waterfront Street\, National Harbor\, MD\, 20745\, United States
CATEGORIES:Accounting/Taxation,Financial Services/Wealth Managemen,Legal / Estate Planning,Sector
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