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DTSTART:20131120T133000Z
DTEND:20131121T003000Z
LOCATION:Las Vegas, NV
UID:803920131120T133000ZNAEPC & The NAEPC Education Foundation 50th Annual Conference
DTSTAMP:20260403T192939Z
DESCRIPTION:\nWhat You Learn in Vegas Won't Stay in Vegas!\n \nNovember 20 - 22, 2013\n \nPlease plan on joining NAEPC & The NAEPC Education Foundation this November in Las Vegas, Nevada. The hosting   property, The Cosmopolitan of Las Vegas, is the newest property on the Las Vegas Strip and the annual conference provides the perfect opportunity for just a little extra time away!  Plan now to join the celebration of 50 years of exceptional conferences and educational programming!\n \n \n ------\n\n[ONLINE REGISTRATION IS NOW OPEN!](https://www.naepc.org/conference/registration)\n \n[DOWNLOAD THE REGISTRATION BROCHURE HERE!](http://www.naepc.org/assets/national/files/50th%20Annual%20Conference%20Brochure%2008_09_2013.pdf)\n \n \n \nWe are grateful for the support of our 50th Annual Conference Sponsors, including:\n \n[](http://www.care.com/homepay-partners)\n  \n \nThursday, November 21, 2013\n Sponsor Bonus Session offered by COVENTRY: The Secondary Market for Life Insurance, the Market Today Sponsor Bonus Session offered by INTERNATIONAL GENEALOGICAL SEARCH: Searching for Missing Heirs or Beneficiaries: What You Need to Know about the Heir-Tracing Industry to Protect the Heir's Interests and Your Fiduciary Duty Jeffrey N. Pennell, JD / Current Developments Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished) / A Portable Guide to the Portability Election Paul S. Lee, JD, LL.M. / Family Investment Partnerships: Structure, Design, Issues & Problems (Beyond the Valuation Discount) Nancy B. Rapoport, JD / Social Science, Human Error & Behavior David A. Handler, JD, AEP® (Distinguished) / Structuring Trusts or Trust Design Strategies  Breakout Session: David A. Handler, JD, AEP® (Distinguished), Stephan R. Leimberg, JD, AEP® (Distinguished), and Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished) / How to Get Your Clients to Proceed with Their Planning Breakout Session: Christopher R. Hoyt, JD, AEP® (Distinguished) / So You Want to Be a Philanthropist? Breakout Session: Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® / Special Needs Trusts: What Every Estate Planning Professional Needs to Know Private Session for Active Accredited Estate Planner® Designees Only: Stephan R. Leimberg, JD, AEP® (Distinguished) / Six Magic Steps to Power Marketing \nFriday, November 22, 2013\n Sponsor Bonus Session offered by CARE.COM: How to Give Your Clients a Seamless Solution for Finding and Managing an Employee David H. Kirk, JD, LL.M., CPA, CFP® / Section 1411 - The Tax Version of the Twilight Zone Carlyn McCaffrey, LL.B., LL.M., AEP® (Distinguished) / Formula Clauses Steven J. Oshins, JD, AEP® (Distinguished) / Hybrid DAPT  John W. Porter, B.B.A., JD, AEP® (Distinguished) / Using Defined Value Clauses to Reduce Gift Tax Valuation Entities Robert S. Keebler, CPA, MST, AEP® (Distinguished) / Innovative Income Tax Planning Strategies for Estate Planners  Breakout Session: Vincent M. D'Addona, CLU®, ChFC®, AEP®, Robert S. Keebler, CPA, MST, AEP® (Distinguished), and Steven J. Oshins, JD, AEP® (Distinguished) / Choice of Wealth Shifting Strategies  Breakout Session: Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished) Nominee, Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM, and Robert C. Slane, CLU®, AEP® / Let's Get Ready to Rumble: Fundamentals of Life Insurance  Breakout Session: Jeremiah W. Doyle IV, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished) / Estate Planning for Divorces ------\n\nRegistration Information\n \n \nCouncil Leadership Day Package \nIncludes Council Leadership Day sessions on Wednesday, November 20, 2013, sponsor bonus and technical education sessions on Thursday, November 21, 2013 & Friday, November 22, 2013, presentation material, conference breakfasts & luncheons, and the Wednesday evening Welcome Reception  $850 \n  \nEducational Package \nIncludes the Wednesday evening Welcome Reception, sponsor bonus and technical education sessions on Thursday, November 21, 2013 & Friday, November 22, 2013, presentation material, and Thursday and Friday breakfasts & luncheons.  $750 \n  \n3-Day Companion Package \nIncludes Wednesday - Friday breakfasts and companion tours and the Wednesday evening Welcome Reception.  $450 \n  \n2-Day Companion Package \nIncludes Thursday - Friday breakfasts and companion tours and the Wednesday evening Welcome reception.  $400 \n  \nAvailable Discounts \n$50          Early Bird Discount (registration must be received by September 30, 2013) \n$50          Active Accredited Estate Planner designee \n$50          Host Council Discount for Members of Southern Nevada Estate Planning Council \n$100        NAEPC Volunteer Discount (available to non-board members of any committee of NAEPC) \n$350        NAEPC Past Service Discount (available to past conference chairman, both local and national, and past \n                 board members of NAEPC)  Please note, this discount cannot be combined with other discounts. \n  \n[DOWNLOAD THE REGISTRATION BROCHURE HERE!](http://www.naepc.org/assets/national/files/50th%20Annual%20Conference%20Brochure%2008_09_2013(1).pdf) \n  \n[REGISTER ONLINE HERE!](https://www.naepc.org/conference/registration) \n \n \n ​ \n ------\n\nSponsorship Opportunities \n \nNAEPC offers a unique and affordable opportunity to connect with an estimated 400 attendees at the annual conference.  In addition, many of these attendees report back to their affiliated local estate planning council about their experience!  Don't miss your opportunity to participate in NAEPC's only national, face-to-face meeting each year - sign up to sponsor or exhibit now!\n \nQuestions about sponsoring or exhibiting may be directed to Ed Socorro at ESocorro@NAEPCmarketing.org or 312-600-5303.\n [50th Annual Conference Sponsor Kit](http://www.naepc.org/assets/national/files/Sponsorship%20Packet%20FINAL3%20-%20LV2013%20fillable%20PDF%20file.pdf) [Past Attendee Statistics, 2008 to Present ](http://www.naepc.org/assets/national/pdf/Attendee%20Statistics%202008-2012.pdf) ------\n\nThe Cosmopolitan of Las Vegas Reservations[](https://resweb.passkey.com/Resweb.do?mode=welcome_gi_new&groupID=19403146)\n  \n \nA special block of rooms has been reserved for 50th Annual Conference attendees at the hosting property,  The Cosmopolitan of Las Vegas.  The NAEPC room rate is $179 (single/double occupancy, exclusive of applicable state and local taxes) and includes in-room internet service at no additional charge.  Additional room options are available.\n \nReservations must be made by Friday, October 25, 2013 to guarantee the group rate.  To reserve online, click [HERE](https://resweb.passkey.com/go/SNAEP3).  Reservations may also be made by telephone by calling 855-435-0005 and referencing group code "SNAEP3".\n ------\n\nCompanion Program\n \nThe Annual Conference Committee prides itself on choosing exciting companion programs for those that accompany Council Leadership Day and Educational Package registrants to the conference!  Three thrilling programs are planned for this year...\n Wednesday, November 20, 2013 - The Cosmopolitan of Las Vegas Food Tour & Cooking Class Thursday, November 21, 2013 - Day Trip to Hoover Dam and Boulder City, NV Friday, November 22, 2013 - Historic Las Vegas, including an option ride on the New York, New York Roller Coaster \nThe registration brochure will provide a full description of each program.  Two- and three-day registration packages are available and include the Welcome Reception, breakfasts, and tours.\n ------\n\nContinuing Education Credit\n \nThe 50th Annual Conference offers up to 15 hours of continuing education credit.  Individual states determine the total number of credits awarded.\n The following credit will been requested in all states: insurance, legal, accounting, CFP, CTFA, and PACE for Thursday, November 21, 2013 and Friday, November 22, 2013. The 50th Annual Conference is approved for 16.5 hours of Accredited Estate Planner designation credit. \n! IMPORTANT MESSAGE FOR INSURANCE PROFESSIONALS ! \nPartial credit for this program is not available.  Insurance professionals must attend every session on Thursday, November 21, 2013 and Friday, November 22, 2013 to receive credit.\n \n*Continuing education credit for the 50th Annual Conference is administered by the Society of Financial Service Professionals.\n ------\n\nRental Car Discounts\n \n[](https://www.hertz.com/rentacar/reservation/home?refererUrl=&searchString=&id=33133&LinkType=HZLK)NAEPC has arranged for special discounts with Hertz for rentals in Las Vegas from November 13 - 29, 2013.  To reserve, please call 800-654-2240 or download the special NAEPC flyer [HERE](http://www.naepc.org/assets/national/files/Hertz%20discount%20flyer.pdf).  The conference CV code is 03WB0010.  You may also click on the Hertz logo to be redirected to a special page for online reservations.\n
SUMMARY:NAEPC & The NAEPC Education Foundation 50th Annual Conference - Greater Boca Raton Estate Planning Council 
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