Meeting DateMeeting Date

Meeting TitleMeeting Title

SpeakerSpeaker

Council Name

Member council of the National Association of Estate Planners & Councils, the association of choice for estate planning professionals.

www.naepc.org

Welcome!Welcome!

Sponsor Slide

(include logos at right)

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

Member Benefits, Programs & Services, continued

Visit [council website] for additional details!

•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

•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!

•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!

Special Announcement…

Special Announcement…

Use this slide for details about the upcoming annual conference

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Upcoming Events…

See [council website] for more details or to register.

Enter member names hereNew Members in

Attendance today…

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…