Estate and Asset Protection Planning for Retirement Benefits
I write today to ask for your assistance in sharing information about the next program in the Robert G. Alexander webinar series with your membership. “Estate and Asset Protection Planning for Retirement Benefits” is scheduled for December 9, 2015 at 3:00 pm ET and features Edwin P. Morrow III, JD, LL.M. (tax), MBA, CFP®, RFC. Information about the program can be found below and easily personalized to your council and then copied and pasted into a new email. Members of your EPC are eligible to receive the special rate of $60 for this program and those who are also an AEP® can take advantage of the $40 rate!
Those councils that have a website hosted through NAEPC can now forward the event along just like it is a council event! Simply log in to your administrative area, visit the “communication tab”, and choose the webinar in your event details.
Your consideration of this request is most appreciated!
Please contact me if you have any questions. Thank you.
Eleanor M. Spuhler
Executive Manager
National Association of Estate Planners & Councils & The NAEPC Education Foundation
1120 Chester Ave., Ste. 470
Cleveland, OH 44114
ph: 866-226-2224 / fax: 216-696-2582
eleanor@naepc.org / www.naepc.org
The Association of Choice for Estate Planning Professionals
Please join us for the 52nd Annual NAEPC Advanced Estate Planning Strategies Conference
November 18 – 20, 2015, Amelia Island, Florida
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Wednesday, December 9, 2015 3:00pm - 4:00pm ET
Estate and Asset Protection Planning for Retirement Benefits
Edwin P. Morrow III, JD, LL.M. (tax), MBA, CFP®, RFC, Director of Wealth Transfer and Tax Planning for Key Private Bank Family Wealth Advisory Services
This advanced program will explain the differences and overlap among bankruptcy, federal (ERISA) and state law protections for retirement benefits, and how these protections may be lost or augmented through various techniques and strategies. Attendees will explore when - and how - protection can be maintained or increased without impairing the maximum tax benefit or the estate plan for the owner and their intended beneficiaries.
Ed Morrow is Director of Wealth Transfer and Tax Planning Strategies for the Key Private Bank Family Wealth Group. Before joining KeyBank, he was in private law practice in Cincinnati, Ohio. He is a board certified specialist in Ohio in estate planning and trust law and has published several articles on tax and asset protection planning for Leimberg Information Services, Trusts and Estates, and other publications.
Registration Fees
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$40 / Accredited Estate Planner® designee
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$60 / member of
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$100 / non-member
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$250 / council meeting or group gathering
Continuing education credit will be available at each webinar for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.
