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

2. Welcome
&
Opening Remarks
President
Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM

3. The Star Spangled Banner Lyrics By Francis Scott Key 1814
Oh, say can you see by the dawn's early light What 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 wave O'er the land of the free and the home of the brave?
Oh! thus be it ever, when freemen shall stand Between their loved home and the war's desolation! Blest with victory and peace, may the heav'n rescued land Praise 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 wave O'er the land of the free and the home of the brave!

4. Affiliated Local Estate Planning Councils with a Representative in Attendance
Anchorage EPC
Atlanta EPC
Baltimore EPC
Birmingham EPC
Bluegrass EPC
Boise EPC
Boston EPC
Boulder County EPC
Bristol County EPC
Central Arizona EPC
Central Florida EPC
EPC of Central New York
Charleston EPC
Charlotte EPC
EPC of Chattanooga
Chester County EPC
Chicago EPC
Cincinnati EPC
EPC of Cleveland
Conejo Valley EPC
Dallas EPC
Delaware EPC
Denver EPC
Desert EPC
East Alabama EPC
East Coast EPC
Eastern Illinois EPC
Fresno EPC
Greater Boca Raton EPC
Greenville EPC
Hampton Roads EPC
Hawaii EPC
Hoosier Hills EPC
Houston B&EPC
Houston Estate & Financial Forum
Hudson Valley EPC
Land of the Sky EPC
EPC of the Lehigh Valley
Los Angeles EPC
Macon EPC
EPC of Marion County
EPC of Memphis
Merrimack Valley EPC
Metropolitan Detroit, Inc. F&EPC
EPC of Middle Tennessee
Mid-Missouri EPC
Milwaukee Estate Planning Forum, Inc.
Mississippi EPC
Montgomery County EPC
Montgomery EPC
EPC of Naples
Nassau County EPC
New Hampshire EPC
New Orleans EPC
EPC of New York City
North Coast EPC
North Georgia EPC
North Suncoast EPC
EPC of North Texas
EPC of Northeast Florida Northeastern Michigan EPC
EPC of Northern Nevada
Northshore EPC
EPC of Northwest Florida Northwest Suburban EPC Northwest Washington EPC
Orange Coast EPC
Philadelphia EPC
Phoenix Tax Workshop
Pittsburgh EPC
Pomona Valley EPC
EPC of Portland
Quad City EPC
Red River Valley EPC
Redwood Empire EPC
Riverside EPC
San Antonio EPC
EPC of San Bernardino
EPC of San Diego
San Francisco EPC
EPC of Seattle
T&EPC of Shreveport
Sioux Falls EPC
Siouxland EPC, Inc.
South Orange County EPC
EPC of Southeast Denver
Southern Arizona EPC
Southern Nevada EPC
Spokane EPC
EPC of St. Louis
Stanislaus County EPC
Stockton EPC
Suncoast EPC
Tampa Bay EPC
Tri-Cities EPC
Tri-State EPC
Tulsa EP Forum
Washington DC EPC
EPC of Westchester County
Western Michigan EPC

5. Executive Committee 2010 Board of Directors National Association of
Estate Planners & Councils
2010 Board of Directors
President
Michael W. Halloran, CLU, ChFC, AEP®,
CFP®, REBC, RHU, LUTCF, MSFS, MSM
Northwestern Mutual  Jacksonville, FL
President Elect
Joseph V. Falanga, CPA, AEP®
Schonbraun McCann Group LLP  New York, NY
Treasurer
Clark B. McCleary, CLU, ChFC, MSFS, AEP®
(Distinguished)
McCleary & Associates  Houston, TX
Secretary
Robert G. Alexander, JD, LL.M., AEP® , EPLS
Alexander Law Offices, S.C.  Milwaukee, WI
Immediate Past President
Kathleen J. Belmonte, CTFA, AEP®
Sabal Trust Company  Tampa, FL
Executive
Committee

6. 2010 Board of Directors National Association of
Estate Planners & Councils
2010 Board of Directors
BOARD OF DIRECTORS
Joanna Averett, MBA, CFP®, AIF®, AEP®
First American Trust  San Bernardino, CA
Thomas M. Borchert, CLU®, ChFC®, LUTCF, AEP® , CLTC
Professional 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
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

7. Registered to attend as of
Past Presidents
Registered to attend as of
October 28, 2010
Hartman Axley, CLU ®, ChFC®, JD, CFP®,
MSFS, RHU, AEP®
Year of Presidency:
Lakewood, CO
Kathleen J. Belmonte, CTFA, AEP® Year of Presidency: 2009
Sabal Trust Company  Tampa, FL
Herbert Chasman, CLU®, ChFC®, JD
Year of Presidency:
AXA Advisors, LLC Irvine, CA
Walter Lee Davis, Jr., Atty, CPA, AEP®,
EPLS
Year of Presidency: 2008
Walter Lee Davis, Jr., P.C.  Johnson City, TN
Thomas M. Forrest, TO, CPA, AEP®
(Distinguished)
Year of Presidency:
Charles Schwab  Wilmington, DE
L. Henry Gissel, Jr., Atty, LL.B.
Year of Presidency:
Wilmington Trust Co.  Houston, TX
Charles C. Ives, AEP®
Year of Presidency:
Marblehead, MA
Harold S. Small, JD, CPA, AEP®
Year of Presidency:
Law Office of Harold S. Small  San Diego, CA

8. Non-Board Member Volunteers by Committee
National Association of
Estate Planners & Councils
Non-Board Member Volunteers by Committee
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®
Paul J. Pantano, CLU, ChFC, AEP®, CASL
Pittsburgh, PA
Daniel A. Rich, JD, MBA, TO, AEP®
Denver, CO
Accredited Estate Planner® Designation Committee
continued
Eido M. Walny, JD, EPLS, AEP®
Milwaukee, WI
Annual Conference & 47th Annual Conference Sponsorship Committees
Gary L. Flotron, MBA, CLU®, ChFC®, AEP®
Chesterfield, MO
Elinor Froemsdorf, CLU®, ChFC®, AEP®
San Antonio, TX
Lawrence J. Macklin, CPA, Esq., TO
Baltimore, MD
A. Stephen McDaniel, JD, AEP®, EPLS
Memphis, 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

9. Non-Board Member Volunteers by Committee
National Association of
Estate Planners & Councils
Non-Board Member Volunteers by Committee
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®, FLMI
Columbia, MO
Gene Imke
Oklahoma City, OK
Christopher P. Jakyma, Esq., CTFA, AEP®
Cleveland, OH
John J. Meyer, CLU®, ChFC®, AEP®
New Orleans, LA
Amy O'Bannon
Jordon N. Rosen, CPA, MS (Taxation), AEP®
Exton, PA
Council Relations Committee
continued
Stephen Starzec, CPA, CTFA
Boulder, CO
Brent A. Thomas
New Orleans, LA
Thomas Varley
Wilmington, DE
Richard E. Wait, CPA/CVA, AEP®
Reno, NV
Shane W. Westhoelter, CLU®, LUTCF, RFC, QFP,
LTCP, AEP®
Dublin, CA

10. Non-Board Member Volunteers by Committee
National Association of
Estate Planners & Councils
Non-Board Member Volunteers by Committee
The NAEPC Foundation Committee
Gary L. Flotron, MBA, CLU®, ChFC®, AEP®
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
Dan H. Florence , JD, CTFA, AEP®
Nacogdoches, TX

11. Professional Insurance & Financial Alternatives
Retiring
Board Member
Thomas M. Borchert,
CLU®, ChFC®, LUTCF®, AEP®, CLTC
Professional Insurance &
Financial Alternatives

12. Provada Insurance Services, Inc.
Retiring
Board Member
Robert E. Burton,
CLU®, ChFC®, AEP®, LL.B.
Provada Insurance Services, Inc.

13. The Glenmede Trust Co., NA
Retiring
Board Member
Geoffrey M. Rogers,
TO, AEP®
The Glenmede Trust Co., NA

14. Retiring Board Member John J. Scroggin, Scroggin & Company, P.C.
JD, LL.M., AEP®
Scroggin & Company, P.C.

15. Retiring Board Member Claire S. Weaver, Seligman, Friedman & Co.
CPA, CSEP, AEP®
Seligman, Friedman
& Co.

16. Retiring Board Member Kathleen J. Belmonte, Sabal Trust Company
CTFA, AEP®
Sabal Trust Company

17. Retiring Board Member Leonard H. Neiman, Neiman Associates
AEP®, CLU®, ChFC®
Neiman Associates

18. Board Members with Term Expiring December 2013
National Association of
Estate Planners & Councils
Board Members with Term Expiring December 2013
One Appointment to a Term Ending December 2012
Charles V. Douglas, JD, CFP®, AEP®
Wachovia Wealth Management · Atlanta, GA
Category: Trust Officer
Terms Ending December 2013
William D. Kirchick, Atty, AEP®
Bingham McCutchen LLP · Boston, MA
Category: Attorney
Christopher P. Jakyma, Esq., CTFA, AEP®
FirstMerit Wealth Management Services
Cleveland, OH
Category: CFP®/ChFC®/AEP®
Paul J. Pantano, CLU®, ChFC®, AEP®, CASL, MSFS
The Luttner Financial Group, Ltd. · Pittsburgh, PA
Category: CLU®
M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Semper Trust Company · Plymouth Meeting, PA
Category: Trust Officer
Jordon N. Rosen, CPA, MS (Taxation), AEP®
Belfint, Lyons & Shuman, PA · Wilmington, DE
Category: CPA

19. 2011 Officers National Association of Estate Planners & Councils
President Elect
Clark B. McCleary, CLU®, ChFC®, MSFS, AEP® (Distinguished)
McCleary & Associates
Houston, TX
Treasurer
Robert G. Alexander, JD, LL.M., AEP®, EPLS
Alexander Law Offices, S.C.
Milwaukee, WI
Secretary
Joanna Averett, MBA, CFP®, AIF®, AEP®
First American Trust
San Bernardino, CA
Immediate Past President
Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®,
REBC, RHU, LUTCF, MSFS, MSM
Northwestern Mutual
Jacksonville, FL

20. Joseph V. Falanga, 2011 President National Association of
Estate Planners & Councils
2011 President
Joseph V. Falanga,
CPA, AEP®, TEP

21. Robert G. Alexander, JD, LL.M., AEP®, EPLS
The NAEPC
Foundation Committee
Chair:
Robert G. Alexander, JD, LL.M., AEP®, EPLS

22. NAEPC Foundation Mission
The NAEPC
Foundation Committee
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.

23. Advisory Board Members
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, JD Emory 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

24. Estate Planning Answers
Chair:
Pettus C. Gibbons,
CLU®, ChFC®, LUTCF, AEP®,

26. October 18-24th 2010 & October 17-23rd 2011
National Estate Planning Awareness Week
Chair:
John P. Garniewski, Jr., CPA/PFS, CFP®, AEP®
October 18-24th 2010 & October 17-23rd 2011

27. Website Committee
Chair:
Robert P. Goodman,
CPA, AEP®

28. Local Council Web Site Program
NATIONAL ASSOCIATION OF
Estate Planners & Councils
Bruce Newburger
NAEPC Webmaster
Robert P. Goodman
NAEPC Director Web Committee Chair
Rick McKenzie
Montgomery (AL) Estate Planning Council
Vice President
Annual Conference 2010

29. NATIONAL ASSOCIATION OF Estate Planners & Councils
Program Levels
NATIONAL ASSOCIATION OF
Estate Planners & Councils
 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)
 Promotion: 50% off first-year fee for new site or upgrade costs.
Annual Conference 2010

30. NATIONAL ASSOCIATION OF Estate Planners & Councils
New Features for 2010
NATIONAL ASSOCIATION OF
Estate Planners & Councils
 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
Annual Conference 2010

31. Participating Councils
NATIONAL ASSOCIATION OF
Estate Planners & Councils
Of 220 Affiliated Councils
Annual Conference 2010

32. Web Site Support Contacts
NATIONAL ASSOCIATION OF
Estate Planners & Councils
 First contact is NAEPC staff at:
 You may hear back from Bruce Newburger:
 Bruce available for appointments all day Wednesday and Thursday in Point Loma room
Annual Conference 2010

33. Group Sessions with Web Master: Sign up at the registration desk
Website Committee
Group Sessions with Web Master:
Sign up at the registration desk
10: :50am
12:00noon - 12:30pm
12:30 - 1:00pm
2:45 - 3:15pm

34. Accredited Estate Planner® Designation
Chair:
Gregory E. Sellers,
CPA, AEP®

35. EPC of Northeast Wisconsin, Inc. West River E&FP Council
Councils Using the Council Nominated AEP® Program in 2010
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.
Northshore 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

36. Robert G. Alexander, JD, LL.M., AEP®, EPLS
The NAEPC
Foundation Committee
Chair:
Robert G. Alexander, JD, LL.M., AEP®, EPLS

37. Estate Planning Day in a Box
Materials for Affiliated Local Councils

38. Break
10: :50am
Foyer

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

40. Annual Conference Committee
Chair:
Joseph V. Falanga,
CPA, AEP®, TEP

41. Conference & Sponsorship Committees
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
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, MSM
Jacksonville, FL

42. Thank you to all our sponsors! GOLD SPONSORS SILVER SPONSORS
Ash 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
PLATINUM SPONSORS

43. Thank you to all 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)

44. San Antonio Marriott Rivercenter
48th Annual Conference
November 16 -
November 18, 2011
National Association of Estate Planners & Councils
& The NAEPC Foundation
San Antonio, Texas
San Antonio Marriott Rivercenter

45. Council Relations Committee
Chair:
Joanna Averett,
MBA, CFP®, AIF , AEP®

46. Council 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

47. Council Relations Committee
Facts and Figures
 225 affiliated local councils
 Approximately 70 prospect councils throughout the
United States
 Active and engaged committee members noted within
committee report

48. Council Relations Committee
Council Offerings
 Leimberg (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.

49. Council Relations Committee
Council Offerings
 Leimberg (LISI) Service continued
- 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.

50. Council Relations Committee
Council Offerings
 Yearly no-charge speaker program
Robert G. Alexander, JD, LL.M., AEP® , EPLS
Alexander 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, MSM
Northwestern Mutual  Jacksonville, FL
Clark B. McCleary, CLU, ChFC, MSFS, AEP®
(Distinguished)
McCleary & Associates  Houston, TX

51. Council Relations Committee
Council Offerings
 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

52. Coming to a Council Near You!!!
Coming to a Council Near You!!!

53. Every Council Campaign
 ½ of affiliated local councils participating currently
 Over 15,000 enrolled members learning about
benefits available to them directly from NAEPC!

54. Every Council Campaign Our Commitment to You
 NAEPC News distributed via 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

55. Robert G. Alexander, JD, LL.M., AEP®, EPLS
The NAEPC
Foundation Committee
Chair:
Robert G. Alexander, JD, LL.M., AEP®, EPLS

56. Member Benefits, Programs & Services
The NAEPC
Foundation Committee
Member Benefits, Programs & Services

57. Member Benefits, Programs & Services
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
Member Benefits, Programs & Services

58. Member Benefits, Programs & Services
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
Member Benefits, Programs & Services

59. Question & Answer Period
and
Closing Remarks

60. Upcoming Activities Lunch ~ Regatta Pavilion
1:00 - 5:00pm Council Breakout
Sessions by Size
Small Councils ~ Mission I
Medium Councils ~ Mission II
Large Councils ~ Mission III
Administrators ~ Mariner Point

61. NAEPC 2011 Social Media Campaign
Chair:
Robert P. Goodman,
CPA, AEP ®