NAEPC Webinar: Collaboration Matters: Working Together to Produce Extraordinary Results
When professionals operate in silos, the quality of advice and planning is subpar. As tax laws remain uncertain, planning has become more complicated, solutions more complex, and as the marketplace grows more advanced, the call for a SuperAdvisor (team of experts) for the SuperClient seems essential and irreversible. A team of experts provides checks and balances due to the overlapping knowledge of the participants, accepts 100% responsibility for the well-being of the client, and tenaciously makes sure there is flawless implementation of their recommendations.
Attend this all-level presentation to gather an understanding of how best to work in a team environment and to learn strategies to take these tips back to your own practice.
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) specializes in estate planning and life insurance for high net worth individuals, high-level corporate executives, and successful entrepreneurs. He works closely with professional tax advisors (attorneys, accountants, and trust officers) designing and implementing sophisticated life insurance strategies to help solve their clients’ unique estate planning needs. Mr. Gibbons, a long-standing Accredited Estate Planner® designee, was inducted into the NAEPC Estate Planning Hall of Fame® in 2013.
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education. Programs typically take place on the second Wednesday of each month at 3:00 pm ET.
Not able to attend on the live date and time?
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.
Registration Options & Fees
Registration is available for individual webinars or by purchasing a yearly series subscription, which offers acccess to all of the programs scheduled during the calendar year for one low price.
|$40||$280 ($360 value)||Accredited Estate Planner® designee or Estate Planning Law Specialist certificant|
|$40||$280 ($360 value)||Junior/Student (available to a Junior or Student member of an NAEPC-affiliated council or one who is in the process of attaining the AEP® designation by virtue of being enrolled in either the required or an elective course offered by The American College|
|$60||$420 ($540 value)||Member of an affiliated local estate planning council or at-large member of NAEPC|
|$100||$700 ($900 value)||Non-member|
|$250||$1,125 ($2,250 value)||Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together)
Additional feeds available for $25 per feed per webinar by contacting us after the initial registration
How to Register
- To register for an individual program, please click on the "register here" option associated with the program you wish to attend.
- Register for the series
Continuing Education Credit
Continuing education credit is available at most webinars 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. Please contact firstname.lastname@example.org prior to attending your first program if you have any questions with regard to the availabililty of credit..