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DTSTART:20151209T200000Z
DTEND:20151209T210000Z
LOCATION:https://secure.confertel.net/tsregister.asp?course=584240
UID:1268620151209T200000ZEstate and Asset Protection Planning for Retirement Benefits
DTSTAMP:20260611T052646Z
DESCRIPTION:\nI 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!   \n \n \n \nThose 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. \n \n \n \nYour consideration of this request is most appreciated! \n \n \n \nPlease contact me if you have any questions.  Thank you.\n \n \n \nEleanor M. Spuhler\n \nExecutive Manager\n National Association of Estate Planners & Councils & The NAEPC Education Foundation\n 1120 Chester Ave., Ste. 470\n Cleveland, OH 44114\n ph:  866-226-2224 / fax: 216-696-2582\neleanor@naepc.org / [www.naepc.org](http://www.naepc.org/)\nThe Association of Choice for Estate Planning Professionals\n  \n \nPlease join us for the [52nd Annual NAEPC Advanced Estate Planning Strategies Conference](http://www.naepc.org/conference)\n \nNovember 18 – 20, 2015, Amelia Island, Florida\n \n \n \n***\n \nWednesday, December 9, 2015 3:00pm - 4:00pm ET\n \nEstate and Asset Protection Planning for Retirement Benefits\n \n \n \nEdwin 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\n \nThis 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.\n \n \n \nEd 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.\n \n \n \n> [REGISTER HERE](https://secure.confertel.net/tsregister.asp?course=584240)\n \n \n \nRegistration Fees\n  \n$40 / Accredited Estate Planner® designee\n   \n$60 / member of\n   \n$100 / non-member\n   \n$250 / council meeting or group gathering\n  \n \n \nContinuing 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. \n
SUMMARY:Estate and Asset Protection Planning for Retirement Benefits - Sagemark Consulting Estate Planning Council, a Virtual Council 
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