Estate Planning Council of Marion County (EPC-MC)

Description

The objectives of the Council shall be:

1. To foster intelligent cooperation and a cordial understanding among the members as to the proper relationship between the functions of the attorney, certified public accountant, chartered life underwriter and trust representative in the field of estate planning and certified financial planning.

2. To assist its members in keeping abreast of laws and conditions affecting business and personal taxation and the problems of estate accumulation and conversation so as to improve the knowledge of each member within his own sphere; and with these objectives.

3. To encourage its members to have as their ultimate goal the rendering of the best professional services to the public.

Member benefits

NAEPC Journal of Estate & Tax Planning

The NAEPC Journal of Estate & Tax Planning is a web-based collection of cutting-edge technical materials appropriate for every estate planning-related discipline.


A Parents Guide to Wills & Trusts by Don Silver

Maybe the most difficult part of estate/wealth management planning is motivating your clients to start and complete the process, whether it's a new plan or an update. The 2nd edition of A Parents Guide to Wills & Trusts by Don Silver can help motivate your clients to work with you to get their plan in order. You can use this book as a gift/incentive to encourage parent and grandparent clients to use your services, meet with you or come to a seminar. The book uses an easy-to-understand question-and-answer format with real-life scenarios to show how advance planning can avoid problems and save money. A Parents Guide is not a do-it-yourself book!


Acquire Seminar Marketing

Our focus is to provide a very select group of top producers with unique, high-impact, response-driving seminar invitations, accurate mailing lists and turn-key production solutions. We also use time-tested direct mail advertising techniques and strategies to drive a great response, versus using a meal as the main attraction. This common-sense approach simply yields top-notch attendees, more appointments and more new clients.

Acquire Direct Marketing provides the marketing-minded advisor with a risk-free solution to all his or her marketing needs. Our unparalleled capabilities, direct mail experience, and unique ability to innovate and create, has resulted in a wide assortment of marketing materials for any seminar marketer.


Amicus Creative Media

Amicus Creative Media has designed the most comprehensive, feature-packed attorney website system that is also appropriate for other professional disciplines. Your firms online marketing success requires a quality website with content, tools and features.


Business Week Magazine

Subscribe to Business Week magazine today at a special NAEPC member rate! As an added benefit, you'll also receive FREE access to Business Week Online with every subscription. Log on for expanded news stories, previews of the upcoming edition, and a searchable archive of issues dating back more than 5 years! It is a library of history and information available for retrieval 24-hours a day!


BVR Training Packs / Webinar recordings & transcripts

Training Packs are an indispensible addition to any reference library. Each Training Pack includes webinar or live event recording, transcript, presentation materials and ancillary reading materials.