May Seminar Variation (includes social hour)
We are excited to announce a varied format for this year's "May Seminar".
The program includes two top quality webinars featuring national speakers and relevant topics followed by an opportunity to visit with colleagues in a relaxed atmosphere.
Please join us for all or any part of the program outlined below for the low cost of $25 for members and $50 for non-members.
2:45 Arrive
3:00 - 4:00 NAEPC Webinar:
- Life Insurance as an Asset Class
- Featuring Richard M. Weber, MBA, CLU, AEP
4:00 - 5:00 NAEPC Webinar:
- Grantor Trusts - Third Partyand Grantor Debt: What Are the Effects During Life and At and After Death?
- Featuring Jonathan G. Blattmachr, Esq. AEP
5:00 - 7:00 Social Hour
- Beverages and snacks (tickets for two alcoholic drinks included)
- Conversation
- Suggestion Box for 2016-2017 topics and speaker
Cost: $25 for members and $50 for non-members (The cost is the same whether you choose to attend all or any part of the above.)
Registration: To register, email Joy Watkins at jwatkins@cfnf.org and mail a check made payable to TREPC to the following address:
TREPC
c/o Community Foundation of North Florida
1435 Piedmont Drive East, Ste. 101
Tallahassee, FL 32308
CLE Information from NAEPC: Continuing Education Credit is available 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.