Slide 1 - National Association of Estate Planners and Councils by tlyaappjdlag

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									Welcome to the
47th 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
Oh, say can you see by the dawn's early light
What 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 wave
O'er the land of the free and the home of the brave?


Oh! thus be it ever, when freemen shall stand
Between their loved home and the war's desolation!
Blest with victory and peace, may the heav'n rescued land
Praise 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 wave
O'er the land of the free and the home of the brave!
                                                                    Affiliated Local Estate
                                                                   Planning Councils with a
                                                                  Representative in Attendance

Anchorage EPC             Eastern Illinois EPC                     New Hampshire EPC           EPC of San Diego
Atlanta EPC               Fresno EPC                               New Orleans EPC             San Francisco EPC
Baltimore EPC             Greater Boca Raton EPC                   EPC of New York City        EPC of Seattle
Birmingham EPC            Greenville EPC                           North Coast EPC             T&EPC of Shreveport
Bluegrass EPC             Hampton Roads EPC                        North Georgia EPC           Sioux Falls EPC
Boise EPC                 Hawaii EPC                               North Suncoast EPC          Siouxland EPC, Inc.
Boston EPC                Hoosier Hills EPC                        EPC of North Texas          South Orange County EPC
Boulder County EPC        Houston B&EPC                            EPC of Northeast Florida    EPC of Southeast Denver
Bristol County EPC        Houston Estate & Financial Forum         Northeastern Michigan EPC   Southern Arizona EPC
Central Arizona EPC       Hudson Valley EPC                        EPC of Northern Nevada      Southern Nevada EPC
Central Florida EPC       Land of the Sky EPC                      Northshore EPC              Spokane EPC
EPC of Central New York   EPC of the Lehigh Valley                 EPC of Northwest Florida    EPC of St. Louis
Charleston EPC            Los Angeles EPC                          Northwest Suburban EPC      Stanislaus County EPC
Charlotte EPC             Macon EPC                                Northwest Washington EPC    Stockton EPC
EPC of Chattanooga        EPC of Marion County                     Orange Coast EPC            Suncoast EPC
Chester County EPC        EPC of Memphis                           Philadelphia EPC            Tampa Bay EPC
Chicago EPC               Merrimack Valley EPC                     Phoenix Tax Workshop        Tri-Cities EPC
Cincinnati EPC            Metropolitan Detroit, Inc. F&EPC         Pittsburgh EPC              Tri-State EPC
EPC of Cleveland          EPC of Middle Tennessee                  Pomona Valley EPC           Tulsa EP Forum
Conejo Valley EPC         Mid-Missouri EPC                         EPC of Portland             Washington DC EPC
Dallas EPC                Milwaukee Estate Planning Forum, Inc.    Quad City EPC               EPC of Westchester County
Delaware EPC              Mississippi EPC                          Red River Valley EPC        Western Michigan EPC
Denver EPC                Montgomery County EPC                    Redwood Empire EPC
Desert EPC                Montgomery EPC                           Riverside EPC
East Alabama EPC          EPC of Naples                            San Antonio EPC
East Coast EPC            Nassau County EPC                        EPC of San Bernardino
             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

Executive    Joseph V. Falanga, CPA, AEP®
             Schonbraun McCann Group LLP  New York, NY


Committee
             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
                                                                      National Association of
                                                                     Estate Planners & Councils
                                                                     2010 Board of Directors

BOARD OF DIRECTORS                                                 Geoffrey M. Rogers, TO, AEP®
Joanna Averett, MBA, CFP®, AIF®, AEP®                              The Glenmede Trust Co., NA  Wilmington, DE
First American Trust  San Bernardino, CA                          Harold Schwartz, Jr., LL.B., LL.M., CLU®, ChFC®, RHU,
Thomas M. Borchert, CLU®, ChFC®, LUTCF, AEP® , CLTC                REBC, FLMI, CEBS, AEP®
Professional Insurance & Financial Alternatives  Sioux City, IA   Harold A. Schwartz, Jr., Attorney at Law  Chattanooga, TN
Christopher M. Brown, JD, AEP®                                     John J. Scroggin, JD, LL.M., AEP®
Miller Johnson  Grand Rapids, MI                                  Scroggin & Company, P.C.  Roswell, GA
Robert E. Burton, CLU, ChFC, AEP® , LL.B.                          Gregory E. Sellers, CPA, AEP®
Provada Insurance Services, Inc.  San Francisco, CA               Wilson, Price, Barranco, Blankenship & Billingsley, PC
                                                                   Montgomery, AL
Cindy D. Causby, CTFA, AEP®
SunTrust Bank  Asheville, NC                                      Claire S. Weaver, CPA, CSEP, AEP®
                                                                   Seligman, Friedman & Co.  York, PA
John P. Garniewski, Jr., CPA/PFS, CFP®, AEP®
Wilmington Family Office  Wilmington, DE                          Nancy H. Weingard, CLTC, CFP®, AEP®
                                                                   Raymond James and Associates  Boca Raton, FL
Pettus C. Gibbons, MEd, CLU®, ChFC®, LUTCF, AEP®
New York Life Insurance Company  Addison, TX                      DIRECTORS EMERITUS
Robert P. Goodman, CPA,     AEP®                                   Hartman Axley, CLU®, ChFC®, JD, CFP®, MSFS, RHU, AEP®
U.S. Trust, Bank of America Private Wealth Management              Lakewood, CO
Phoenix, AZ
                                                                   Leonard H. Neiman, AEP®, CLU®, ChFC®
John K. O'Meara, JD,   CLU®,   ChFC®,   CFP®,   AEP®               Neiman Associates  New York, NY
Northwestern Mutual Life  Milwaukee, WI
                                                    Past Presidents
                                                    Registered to attend as of
                                                        October 28, 2010

Hartman Axley, CLU ®, ChFC®, JD, CFP®,           Thomas M. Forrest, TO, CPA, AEP®
MSFS, RHU, AEP®                                  (Distinguished)
Year of Presidency: 1974-1975                    Year of Presidency: 1997-1998
Lakewood, CO                                     Charles Schwab  Wilmington, DE

Kathleen J. Belmonte, CTFA, AEP®                 L. Henry Gissel, Jr., Atty, LL.B.
Year of Presidency: 2009                         Year of Presidency: 1975-1976
Sabal Trust Company  Tampa, FL                  Wilmington Trust Co.  Houston, TX

Herbert Chasman, CLU®, ChFC®, JD                 Charles C. Ives, AEP®
Year of Presidency: 1978-1979                    Year of Presidency: 1990-1991
AXA Advisors, LLC Irvine, CA                     Marblehead, MA

Walter Lee Davis, Jr., Atty, CPA, AEP®,          Harold S. Small, JD, CPA, AEP®
EPLS                                             Year of Presidency: 1992-1993
Year of Presidency: 2008                         Law Office of Harold S. Small  San
Walter Lee Davis, Jr., P.C.  Johnson City, TN   Diego, CA
                                                         National Association of
                                                        Estate Planners & Councils
                                                          Non-Board Member
                                                        Volunteers by Committee
Accredited Estate Planner® Designation Committee         Accredited Estate Planner® Designation Committee
Frank S. Berall, JD, LL.M., AEP®                                               continued
Hartford, CT                                             Eido M. Walny, JD, EPLS, AEP®
                                                         Milwaukee, WI
Julie A. Buschman, CPA, AEP®
Dallas, TX
                                                            Annual Conference & 47th Annual Conference
M. Eileen Dougherty, CTFA,      CFP®,   AEP®,   ChFC®                Sponsorship Committees
Plymouth Meeting, PA
                                                         Gary L. Flotron, MBA, CLU®, ChFC®, AEP®
Gary L. Flotron, MBA, CLU®, ChFC®, AEP®                  Chesterfield, MO
Chesterfield, MO
                                                         Elinor Froemsdorf, CLU®, ChFC®, AEP®
Robert E. Fox,   CLU®,   AEP®                            San Antonio, TX
Ocala, FL
                                                         Lawrence J. Macklin, CPA, Esq., TO
Theodore L. Greenspan, JD, LL.M., AEP®                   Baltimore, MD
Mobile, AL
                                                         A. Stephen McDaniel, JD, AEP®, EPLS
R. Mark Kirkpatrick, JD, EPLS,     AEP®                  Memphis, TN
Mobile, AL
                                                         John K. Mulvey, Jr., ChFC®, CLU®, AEP®
Paul J. Pantano, CLU, ChFC, AEP®, CASL                   Latham, NY
Pittsburgh, PA
                                                         William F. Super, CPA, RIA, MS-TAX, AEP®
Daniel A. Rich, JD, MBA, TO,     AEP®                    Carlsbad, CA
Denver, CO
                                                         Harry S. Truman, CFP®, CLU®, AEP®
                                                         San Antonio, TX
                                             National Association of
                                            Estate Planners & Councils
                                              Non-Board Member
                                            Volunteers by Committee
      Council Relations Committee                     Council Relations Committee
Edward T. Autry, JD, EPLS, AEP®                                 continued
Memphis, TN                                   Stephen Starzec, CPA, CTFA
                                              Boulder, CO
Robert L. Fischer, CLU®, ChFC, AEP®
DePere, WI                                    Brent A. Thomas
                                              New Orleans, LA
Robert E. Fox, CLU®, AEP®
Ocala, FL                                     Thomas Varley
                                              Wilmington, DE
Lawrence Fuller, CLU®, ChFC®, FLMI
Columbia, MO                                  Richard E. Wait, CPA/CVA, AEP®
                                              Reno, NV
Gene Imke
Oklahoma City, OK                             Shane W. Westhoelter, CLU®, LUTCF, RFC, QFP,
                                              LTCP, AEP®
Christopher P. Jakyma, Esq., CTFA, AEP®
                                              Dublin, CA
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
                                           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
                           Retiring
                         Board Member


Thomas M. Borchert,
 CLU®, ChFC®, LUTCF®,
     AEP®, CLTC ®
Professional Insurance
          &
Financial Alternatives
                             Retiring
                           Board Member


  Robert E. Burton,
CLU®, ChFC®, AEP®, LL.B.
 Provada Insurance
   Services, Inc.
                        Retiring
                      Board Member


Geoffrey M. Rogers,
     TO, AEP®
The Glenmede Trust
     Co., NA
                        Retiring
                      Board Member


  John J. Scroggin,
   JD, LL.M., AEP®
Scroggin & Company,
        P.C.
                       Retiring
                     Board Member


 Claire S. Weaver,
  CPA, CSEP, AEP®
Seligman, Friedman
      & Co.
                          Retiring
                        Board Member


Kathleen J. Belmonte,
     CTFA, AEP®
Sabal Trust Company
                       Retiring
                     Board Member


Leonard H. Neiman,
 AEP®, CLU®, ChFC®
 Neiman Associates
                                                   National Association of
                                                  Estate Planners & Councils
                                                 Board Members with Term
                                                  Expiring December 2013
One Appointment to a Term Ending December 2012   Paul J. Pantano, CLU®, ChFC®, AEP®, CASL,
Charles V. Douglas, JD, CFP®, AEP®               MSFS
Wachovia Wealth Management · Atlanta, GA         The Luttner Financial Group, Ltd. · Pittsburgh, PA
Category: Trust Officer                          Category: CLU®

Terms Ending December 2013                       M. Eileen Dougherty, CTFA, CFP®, AEP®,
                                                 ChFC®
William D. Kirchick, Atty, AEP®                  Semper Trust Company · Plymouth Meeting, PA
Bingham McCutchen LLP · Boston, MA               Category: Trust Officer
Category: Attorney
                                                 Jordon N. Rosen, CPA, MS (Taxation), AEP®
Christopher P. Jakyma, Esq., CTFA,  AEP®         Belfint, Lyons & Shuman, PA · Wilmington, DE
FirstMerit Wealth Management Services            Category: CPA
Cleveland, OH
Category: CFP®/ChFC®/AEP®
                                  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
                      National Association of
                     Estate Planners & Councils
                          2011 President




Joseph V. Falanga,
  CPA, AEP®, TEP
                            The NAEPC
                        Foundation Committee



       Chair:
Robert G. Alexander,
JD, LL.M., AEP®, EPLS
                                           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.
                                                                            Advisory Board
                                                                              Members
Steve R. Akers, JD, AEP® (Distinguished)                         Robert S. Keebler, CPA, MST, AEP® (Distinguished)
Bessemer Trust Company, N.A.  Dallas, TX                        Baker Tilly Virchow Krause, LLP  Appleton, WI
P. Thomas Austin, CPA, CLU, ChFC, AEP® (Distinguished)           Sidney Kess, CPA, JD, LL.M., AEP® (Distinguished)
Ziegler, Metzger & Miller LLP  Cleveland, OH                    New York, NY
Frank S. Berall, Atty, AEP®, LL.M.                               Al W. King, III, JD, LL.M., AEP® (Distinguished)
Copp & Berall LLP  Hartford, CT                                 South Dakota Trust Company, LLC  New York, NY
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)               Bernard A. Krooks, JD, CPA, LL.M, CELA, AEP®
Milbank, Tweed, Hadley & McCloy  New York, NY                   Littman Krooks LLP  New York, NY
Lawrence Brody, JD, LL.M., AEP® (Distinguished)                  Stephan R. Leimberg, JD, AEP® (Distinguished)
Bryan Cave LLP  St. Louis, MO                                   Leimberg & Associates  Bryn Mawr, PA
Vincent M. D'Addona, CLU, ChFC, AEP®                             Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished)
Strategies for Wealth  New York, NY                             Oshins & Associates, LLC  Las Vegas, NV
Jo Ann Engelhardt, JD, LL.M., AEP® (Distinguished)               Jeffrey N. Pennell, JD
Bessemer Trust Company, N.A.  Palm Beach, FL                    Emory University School of Law  Atlanta, GA
Thomas M. Forrest, TO, CPA, AEP® (Distinguished)                 Susan Porter, JD, LLM, CTFA, AEP® (Distinguished)
Charles Schwab  Wilmington, DE                                  US Trust, Bank of America Private Wealth Management  New York, NY
Professor Stanley M. Johanson, JD, LL.M., AEP® (Distinguished)   John W. Porter, B.B.A., JD, AEP® (Distinguished)
University of Texas School of Law  Austin, TX                   Baker Botts LLP  Houston, TX
Lawrence P. Katzenstein, Atty, AEP® (Distinguished)              Richard M. Weber, MBA, CLU, AEP® (Distinguished)
Thompson Coburn LLP  St. Louis, MO                              The Ethical Edge, Inc.  Pleasant Hill, CA
                      Estate Planning
                         Answers


      Chair:
Pettus C. Gibbons,
CLU®, ChFC®, LUTCF,
       AEP®,
www.estateplanninganswers.org
                              National Estate
                            Planning Awareness
                                   Week


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




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



       Chair:
Robert P. Goodman,
     CPA, AEP®
                                                    Local Council
NATIONAL ASSOCIATION OF

Estate Planners
                                                   Web Site Program
  & Councils
                                                          Bruce Newburger
                                                             NAEPC Webmaster
                                                         Robert P. Goodman
                                                               NAEPC Director
                                                              Web Committee Chair
                                                            Rick McKenzie
                                                   Montgomery (AL) Estate Planning Council
                                                               Vice President




www.NAEPC.org             Annual Conference 2010
                          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
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
NATIONAL ASSOCIATION OF

Estate Planners
  & Councils                          18




                                                                 Level 2
                                                         50      Level 3
                                                                 Level 4



                                36



                                                   Of 220 Affiliated Councils



www.NAEPC.org             Annual Conference 2010
                          Web Site Support Contacts
NATIONAL ASSOCIATION OF

Estate Planners
  & Councils
                                                    First contact is NAEPC
                                                     staff at:
                                                     admin@naepc.org
                                                    You may hear back from
                                                     Bruce Newburger:
                                                     webmaster@naepc.org
                                                    Bruce available for
                                                     appointments all day
                                                     Wednesday and
                                                     Thursday in
                                                     Point Loma room

www.NAEPC.org             Annual Conference 2010
                     Website Committee


 Group Sessions     10:25 - 10:50am
with Web Master:    12:00noon - 12:30pm
  Sign up at the    12:30 - 1:00pm
registration desk   2:45 - 3:15pm
                        Accredited Estate
                      Planner® Designation



     Chair:
Gregory E. Sellers,
    CPA, AEP®
                                    Councils Using the
                                    Council Nominated
                                   AEP® Program in 2010
          Boston EPC                       Northshore EPC
     EPC of Greater Miami                 Pomona Valley EPC
    Greater New Jersey EPC                  Sioux Falls EPC
      Hampton Roads EPC                  Southern Arizona EPC
        Los Angeles EPC              F&EPC of Southern New Jersey
Metropolitan Detroit, Inc. F&EPC         Stanislaus County EPC
      Nassau County EPC               EPC of Suburban Maryland
       New Orleans EPC                      Tampa Bay EPC
   North Central Florida EPC               Utah Valley EPC
EPC of Northeast Wisconsin, Inc.       West River E&FP Council
                            The NAEPC
                        Foundation Committee



       Chair:
Robert G. Alexander,
JD, LL.M., AEP®, EPLS
Estate Planning Day in a Box
Materials for Affiliated Local Councils
   Break
10:25 - 10:50am
     Foyer
Welcome to the
47th Annual Conference




    & The NAEPC Foundation




   COUNCIL
LEADERSHIP DAY
                     Annual Conference
                        Committee



      Chair:
Joseph V. Falanga,
  CPA, AEP®, TEP
                                                          Conference &
                                                      Sponsorship Committees
                                                      Lawrence J. Macklin, CPA, Esq., TO
Robert G. Alexander, JD, LL.M., AEP®, EPLS
                                                      Baltimore, MD
Milwaukee, WI
                                                      Clark B. McCleary, CLU®, ChFC®, MSFS, AEP® (Distinguished)
Joanna Averett, MBA, CFP®, AIF®, AEP®
                                                      Houston, TX
San Bernardino, CA
                                                      A. Stephen McDaniel, JD, AEP®, EPLS
Kathleen J. Belmonte, CTFA, AEP®
                                                      Memphis, TN
Tampa, FL
                                                      John K. Mulvey, Jr., ChFC®, CLU®, AEP®
Robert E. Burton, CLU®, ChFC®, AEP®, LL.B.
                                                      Latham, NY
San Francisco, CA
                                                      John K. O'Meara, JD, CLU®, ChFC®, CFP®, AEP®
Cindy D. Causby, CTFA, AEP®
                                                      Milwaukee, WI
Asheville, NC
                                                      Harold Schwartz, Jr., LL.B., LL.M., CLU®, ChFC®, RHU, REBC,
Joseph V. Falanga, CPA, AEP®, TEP
New York, NY                                          FLMI, CEBS, AEP®
                                                      Chattanooga, TN
Gary L. Flotron, MBA, CLU®, ChFC®, AEP®
Chesterfield, MO                                      William F. Super, CPA, RIA, MS-TAX, AEP®
                                                      Carlsbad, CA
Elinor Froemsdorf, CLU®, ChFC®, AEP®
San Antonio, TX                                       Harry S. Truman, CFP®, CLU®, AEP®
                                                      San Antonio, TX
John P. Garniewski, Jr., CPA/PFS, CFP®, AEP®
Wilmington, DE                                        Claire S. Weaver, CPA, CSEP, AEP®
                                                      York, PA
Pettus C. Gibbons, MEd, CLU®, ChFC®, LUTCF, AEP®
Addison, TX
Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®, REBC,
RHU, LUTCF, MSFS, MSM
Jacksonville, FL
                            GOLD SPONSORS




 Thank you to all
  our sponsors!            SILVER SPONSORS
                                    Ash Brokerage

PLATINUM SPONSORS         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
                                                       Thank you to all our
                                                          Exhibitors!

1st Global                      Charitable Trust                   Melville Capital
                                Administrators, Inc.
Alaska Trust Company                                               Navigator Legacy
                                College for Financial Planning     Partners, LLC
Alzheimer’s Association
                                Crescendo Interactive, Inc.        Society of FSP
American Association of
Attorney - CPAs                 Department of Veterans Affairs,    Summit Trust Company
                                National Cemetery Administration
American Endowment                                                 Synergy Summit
Foundation (AEF)                EstatePlanningBinders.com
                                                                   The Mentor Group, Inc.
Brentmark Software, Inc.        InterActive Legal
                                                                   Thomson Reuters
Brokerage Professionals, Inc.   Jagen Investments, LLC             (ONESOURCE Trust
                                                                   & Estate Administration)
Business Valuations LTD /       Konica / Minolta
Allison Appraisals
& Assessments, Inc.
                              48th Annual Conference
                               November 16 -
                                        November 18, 2011

National Association of Estate Planners & Councils
                                   & The NAEPC Foundation




                             San Antonio, Texas

             San Antonio Marriott Rivercenter
                        Council Relations
                           Committee



     Chair:
 Joanna Averett,
MBA, CFP®, AIF , AEP®
                                      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
                                  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
                                                        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.
                                                        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.
                                                            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
                                                              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
      www.RV4TheCause




Coming to a Council Near You!!!
                                     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!
                                          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
                            The NAEPC
                        Foundation Committee



       Chair:
Robert G. Alexander,
JD, LL.M., AEP®, EPLS
                          The NAEPC
                      Foundation Committee



 Member Benefits,
Programs & Services
                      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 Wolters Kluwer Business
                      Civicom Audio Recording
 Member Benefits,     Confidant
                      DocuBank
Programs & Services   Exit Planning for Advisors
                      Estate++
                      Evaluation Services, Inc.
                      Family Business magazine
                      Family Foundation Advisor
                      Florida Domicile Handbook
                      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
 Member Benefits,     Retirement Snapshot software
                      Robert Keebler’s Exclusive Roth IRA
Programs & Services        Conversion Decision Chart
                      Robert Keebler’s Health Care Surtax
                           Chart
                      Trusts & Estates, $99 subscription
                      Wealth Transfer Planning Software
Question & Answer Period
          and
    Closing Remarks
                           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
                     NAEPC 2011 Social
                      Media Campaign


       Chair:
Robert P. Goodman,
    CPA, AEP ®

								
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