COUNCIL LEADERSHIP DAY Welcome to the 47 th Annual Conference & The NAEPC Foundation

COUNCIL COUNCIL LEADERSHIP LEADERSHIP

DAYDAY

Welcome to the 47th Annual Conference

& The NAEPC Foundation

Welcome Welcome & &

Opening Opening RemarksRemarks

PresidentPresidentMichael W. Michael W.

Halloran, Halloran, CLUCLU®®, , ChFCChFC®®, AEP, AEP®®, CFP, CFP®®, , REBC, RHU, LUTCF, REBC, RHU, LUTCF,

MSFS, MSMMSFS, MSM

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!

The Star Spangled Banner LyricsBy Francis Scott Key 1814

Affiliated Local Estate Affiliated Local Estate Planning Councils Planning Councils

with a Representative with a Representative in Attendancein Attendance

New Hampshire EPCNew Orleans EPCEPC of New York City North Coast EPC North Georgia EPCNorth Suncoast EPCEPC of North TexasEPC of Northeast Florida Northeastern Michigan EPCEPC of Northern NevadaNorthshore EPCEPC of Northwest Florida Northwest Suburban EPC Northwest Washington EPCOrange Coast EPCPhiladelphia EPCPhoenix Tax WorkshopPittsburgh EPCPomona Valley EPCEPC of Portland Quad City EPCRed River Valley EPCRedwood Empire EPCRiverside EPCSan Antonio EPCEPC of San Bernardino

EPC of San Diego San Francisco EPCEPC of Seattle T&EPC of Shreveport Sioux Falls EPCSiouxland EPC, Inc.South Orange County EPCEPC of Southeast Denver Southern Arizona EPCSouthern Nevada EPCSpokane EPCEPC of St. Louis Stanislaus County EPCStockton EPCSuncoast EPCTampa Bay EPCTri-Cities EPC Tri-State EPCTulsa EP ForumWashington DC EPCEPC of Westchester CountyWestern Michigan EPC

Anchorage EPCAtlanta EPCBaltimore EPCBirmingham EPCBluegrass EPCBoise EPCBoston EPCBoulder County EPCBristol County EPCCentral Arizona EPCCentral Florida EPCEPC of Central New YorkCharleston EPC Charlotte EPCEPC of Chattanooga Chester County EPCChicago EPCCincinnati EPCEPC of ClevelandConejo Valley EPCDallas EPCDelaware EPCDenver EPCDesert EPCEast Alabama EPCEast Coast EPC

Eastern Illinois EPCFresno EPCGreater Boca Raton EPCGreenville EPCHampton Roads EPCHawaii EPCHoosier Hills EPCHouston B&EPCHouston Estate & Financial ForumHudson Valley EPCLand of the Sky EPC EPC of the Lehigh Valley Los Angeles EPCMacon EPC EPC of Marion CountyEPC of Memphis Merrimack Valley EPCMetropolitan Detroit, Inc. F&EPCEPC of Middle Tennessee Mid-Missouri EPCMilwaukee Estate Planning Forum, Inc.Mississippi EPCMontgomery County EPCMontgomery EPCEPC of NaplesNassau County EPC

National Association National Association of of

Estate Planners & Estate Planners & Councils Councils

2010 Board of 2010 Board of DirectorsDirectors

PresidentPresidentMichael W. Halloran, CLU, ChFC, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSMNorthwestern Mutual Jacksonville, FL

President ElectPresident ElectJoseph V. Falanga, CPA, AEP®

Schonbraun McCann Group LLP New York, NY

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

(Distinguished)McCleary & Associates Houston, TX

SecretarySecretaryRobert G. Alexander, JD, LL.M., AEP® , EPLSAlexander Law Offices, S.C. Milwaukee, WI

Immediate Past PresidentImmediate Past PresidentKathleen J. Belmonte, CTFA, AEP®

Sabal Trust Company Tampa, FL

ExecutiveExecutiveCommitteeCommittee


Estate Planners & Estate Planners & Councils Councils

2010 Board of 2010 Board of DirectorsDirectors

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

BOARD OF DIRECTORS

Joanna Averett, MBA, CFP®, AIF®, AEP®

First American Trust San Bernardino, CA

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

Past Presidents Past Presidents Registered to attend as of Registered to attend as of

October 28, 2010October 28, 2010

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

Year of Presidency: 1974-1975Lakewood, CO

Kathleen J. Belmonte, CTFA, AEP®

Year of Presidency: 2009Sabal Trust Company Tampa, FL

Herbert Chasman, CLU®, ChFC®, JDYear of Presidency: 1978-1979AXA Advisors, LLC Irvine, CA

Walter Lee Davis, Jr., Atty, CPA, AEP®, EPLSYear of Presidency: 2008Walter Lee Davis, Jr., P.C. Johnson City, TN

Thomas M. Forrest, TO, CPA, AEP® (Distinguished)Year of Presidency: 1997-1998Charles Schwab Wilmington, DE

L. Henry Gissel, Jr., Atty, LL.B.Year of Presidency: 1975-1976Wilmington Trust Co. Houston, TX

Charles C. Ives, AEP®

Year of Presidency: 1990-1991Marblehead, MA

Harold S. Small, JD, CPA, AEP®

Year of Presidency: 1992-1993Law Office of Harold S. Small San Diego, CA


Estate Planners & Estate Planners & CouncilsCouncils

Non-Board Non-Board Member Member

Volunteers by Volunteers by CommitteeCommittee

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®, CASLPittsburgh, PA

Daniel A. Rich, JD, MBA, TO, AEP®

Denver, CO

Accredited Estate Planner® Designation Committeecontinued

Eido M. Walny, JD, EPLS, AEP®

Milwaukee, WI

Annual Conference & 47th Annual Conference Sponsorship Committees


Chesterfield, MO

Elinor Froemsdorf, CLU®, ChFC®, AEP®

San Antonio, TX

Lawrence J. Macklin, CPA, Esq., TOBaltimore, MD

A. Stephen McDaniel, JD, AEP®, EPLSMemphis, 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





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®, FLMIColumbia, MO

Gene ImkeOklahoma City, OK

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

Cleveland, OH

John J. Meyer, CLU®, ChFC®, AEP®

New Orleans, LA

Amy O'BannonMemphis, TN

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

Exton, PA

Council Relations Committeecontinued

Stephen Starzec, CPA, CTFABoulder, CO

Brent A. ThomasNew Orleans, LA

Thomas VarleyWilmington, DE

Richard E. Wait, CPA/CVA, AEP®Reno, NV

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

Dublin, CA





The NAEPC Foundation Committee


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 Retiring Board MemberBoard Member

Thomas M. Thomas M. Borchert, Borchert,

CLUCLU®, ChFC, ChFC®, LUTCF, LUTCF®, , AEPAEP®, CLTC, CLTC

Professional Professional Insurance & Insurance &

Financial Financial AlternativesAlternatives

®®


Robert E. Robert E. Burton, Burton,

CLUCLU®, ChFC, ChFC®, AEP, AEP®, , LL.B.LL.B.

Provada Provada Insurance Insurance

Services, Inc.Services, Inc.


Geoffrey M. Geoffrey M. Rogers, Rogers, TO, AEPTO, AEP®

The Glenmede The Glenmede Trust Co., NATrust Co., NA


John J. Scroggin, John J. Scroggin, JD, LL.M., AEPJD, LL.M., AEP®

Scroggin & Scroggin & Company, P.C.Company, P.C.


Claire S. Claire S. Weaver, Weaver,

CPA, CSEP, AEPCPA, CSEP, AEP®

Seligman, Seligman, Friedman Friedman

& Co.& Co.


Kathleen J. Kathleen J. Belmonte, Belmonte,

CTFA, AEPCTFA, AEP®

Sabal Trust Sabal Trust CompanyCompany


Leonard H. Leonard H. Neiman, Neiman,

AEPAEP®, CLU, CLU®, ChFC, ChFC®

Neiman Neiman AssociatesAssociates



Board Members Board Members with Term with Term Expiring Expiring

December 2013December 2013

One Appointment to a Term Ending December 2012

Charles V. Douglas, JD, CFP®, AEP®

Wachovia Wealth Management · Atlanta, GACategory: Trust Officer

Terms Ending December 2013

William D. Kirchick, Atty, AEP®

Bingham McCutchen LLP · Boston, MACategory: Attorney

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

FirstMerit Wealth Management Services Cleveland, OHCategory: CFP®/ChFC®/AEP®

Paul J. Pantano, CLU®, ChFC®, AEP®, CASL, MSFSThe Luttner Financial Group, Ltd. · Pittsburgh, PACategory: CLU®

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

Semper Trust Company · Plymouth Meeting, PACategory: Trust Officer

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

Belfint, Lyons & Shuman, PA · Wilmington, DECategory: CPA



2011 Officers2011 OfficersPresident ElectPresident Elect

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

Houston, TX

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

Alexander Law Offices, S.C.Milwaukee, WI

SecretarySecretaryJoanna Averett, MBA, CFP®, AIF®, AEP®

First American TrustSan Bernardino, CA

Immediate Past PresidentImmediate Past PresidentMichael W. Halloran, CLU®, ChFC®, AEP®, CFP®,

REBC, RHU, LUTCF, MSFS, MSMNorthwestern Mutual

Jacksonville, FL



2011 President2011 President

Joseph V. Joseph V. Falanga, Falanga,

CPA, AEPCPA, AEP®®, TEP, TEP

The NAEPCThe NAEPCFoundation Foundation CommitteeCommittee

Chair:Chair:Robert G. Robert G.

Alexander, Alexander, JD, JD, LL.M., AEPLL.M., AEP®®, EPLS, EPLS

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 Advisory Board MembersMembers

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

Estate Planning Estate Planning AnswersAnswers

Chair:Chair:Pettus C. Pettus C. Gibbons,Gibbons,

CLUCLU®®, ChFC, ChFC®®, LUTCF, , LUTCF, AEP AEP®®, ,

www.estateplanninganswers.orgwww.estateplanninganswers.org

National Estate National Estate Planning Planning

Awareness WeekAwareness Week

Chair:Chair:John P. John P.

Garniewski, Jr.,Garniewski, Jr., CPA/PFS, CFPCPA/PFS, CFP®®, AEP, AEP®®

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

Website Website CommitteeCommittee

Chair:Chair:Robert P. Robert P. Goodman,Goodman,

CPA, AEPCPA, AEP®®

Annual Conference 2010www.NAEPC.org

Estate Planners &

Councils

NATIONAL ASSOCIATION OF

Local Council Web Site Program

Bruce NewburgerNAEPC Webmaster

Robert P. GoodmanNAEPC Director

Web Committee Chair

Rick McKenzieMontgomery (AL) Estate Planning

CouncilVice President


Estate Planners &

Councils


Program Levels

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.


Estate Planners &

Councils


New Features for 2010

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

http://www.montgomeryepc.org/patrons.web


Estate Planners &

Councils


50

36

18

Level 2Level 3Level 4

Of 220 Affiliated Councils

Participating Councils


Estate Planners &

Councils


Web Site Support Contacts

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

mailto:[email protected]



Website Website CommitteeCommittee

Group Sessions Group Sessions with Web Master:with Web Master:

Sign up at the Sign up at the registration deskregistration desk

10:25 - 10:50am10:25 - 10:50am12:00noon - 12:30pm12:00noon - 12:30pm12:30 - 1:00pm12:30 - 1:00pm2:45 - 3:15pm2:45 - 3:15pm

Accredited Accredited Estate PlannerEstate Planner®®

DesignationDesignation

Chair:Chair:Gregory E. Gregory E.

Sellers, Sellers, CPA, AEPCPA, AEP®®

Councils Using Councils Using the Council the Council

Nominated AEPNominated AEP®® Program in 2010Program in 2010Northshore 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

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.




Estate Planning Day in Estate Planning Day in a Boxa Box

Materials for Affiliated Local Materials for Affiliated Local CouncilsCouncils

BreakBreak10:25 - 10:50am10:25 - 10:50am

FoyerFoyer

COUNCIL COUNCIL LEADERSHIP LEADERSHIP

DAYDAY

Welcome to the 47th Annual Conference

& The NAEPC Foundation

Chair:Chair:Joseph V. Joseph V. Falanga, Falanga,

CPA, AEPCPA, AEP®®, TEP, TEP

Annual Annual Conference Conference CommitteeCommittee

Conference & Conference & Sponsorship Sponsorship CommitteesCommittees

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, MSMJacksonville, FL

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

Thank you to allThank you to allour sponsors!our sponsors!

PLATINUM SPONSORSPLATINUM SPONSORS

GOLD SPONSORSGOLD SPONSORS

SILVER SPONSORSSILVER SPONSORSAsh 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

Thank you to all Thank you to all our Exhibitors!our Exhibitors!

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

Melville Capital

Navigator Legacy Partners, LLC

Society of FSP

Summit Trust Company

Synergy Summit

The Mentor Group, Inc.

Thomson Reuters (ONESOURCE Trust & Estate Administration)

4848thth Annual Annual ConferenceConference

National Association of Estate Planners & Councils & The NAEPC Foundation

San Antonio Marriott Rivercenter

November 16 -November 18, 2011

San Antonio, Texas

Council Council Relations Relations

CommitteeCommittee

Chair:Chair:Joanna Averett, Joanna Averett, MBA, CFPMBA, CFP®®, AIF , AEP, AIF , AEP®®


CommitteeCommitteeCouncil 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


CommitteeCommitteeFacts and Figures

225 affiliated local councils

Approximately 70 prospect councils throughout the United States

Active and engaged committee members noted within committee report


CommitteeCommitteeCouncil Offerings

Leimberg (LISI) ServiceLeimberg (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 Offerings Leimberg (LISI) Service Leimberg (LISI) Service continuedcontinued

- 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.


CommitteeCommittee



Yearly no-charge speaker program

Robert G. Alexander, JD, LL.M., AEP® , EPLSAlexander 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, MSMNorthwestern Mutual Jacksonville, FL

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

(Distinguished)McCleary & Associates Houston, TX



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

Coming to a Council Near You!!!

www.RV4TheCause

Every CouncilEvery CouncilCampaignCampaign

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 CouncilEvery CouncilCampaignCampaign

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





Member Member Benefits, Benefits,

Programs & Programs & ServicesServices



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 Confidant DocuBank 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 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



Question & Answer Question & Answer PeriodPeriod

andandClosing RemarksClosing Remarks

Lunch ~ Regatta PavilionLunch ~ Regatta Pavilion

1:00 - 5:00pm Council Breakout 1:00 - 5:00pm Council Breakout Sessions by SizeSessions by Size

Small Councils ~ Mission ISmall Councils ~ Mission IMedium Councils ~ Mission IIMedium Councils ~ Mission IILarge Councils ~ Mission IIILarge Councils ~ Mission III

Administrators ~ Mariner PointAdministrators ~ Mariner Point

Upcoming Upcoming ActivitiesActivities

NAEPC 2011 NAEPC 2011 Social Media Social Media CampaignCampaign

Chair:Chair:Robert P. Robert P. Goodman,Goodman,

CPA, AEP CPA, AEP ®®

Documents

COUNCIL LEADERSHIP DAY Welcome to the 47 th Annual Conference & The NAEPC Foundation