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DTSTART:20230118T200000Z
DTEND:20230118T210000Z
LOCATION:Zoom - please see link in event information
UID:2376520230118T200000ZBEPC's NAEPC Webinar Viewing Party: Estate Planning Paralysis: Getting Your Clients to Act in 2023
DTSTAMP:20260425T174004Z
DESCRIPTION:\nAbout the Program\n \nWhen evaluating tax, estate, and philanthropic planning advice, many clients often find themselves paralyzed from taking any action. How do you determine the optimal solutions to address your clients’ needs, communicate sophisticated planning strategies in a manner that is easy to understand, and motivate a client to implement those strategies? This seminar provides concrete methods for you to help clients move beyond anxiety and confusion and take action—even in an environment of ongoing market volatility and economic uncertainty.\n \nAbout the Speaker\n \nJustin Miller, J.D., LL.M. (taxation), TEP, CFP®, AEP® is a Partner and National Director of Wealth Planning at Evercore Wealth Management and a Managing Director at Evercore Trust Company, where he works collaboratively with accountants, attorneys, and other advisors to provide comprehensive wealth planning advice to clients. Justin also is an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. In addition, he is a frequent speaker at major conferences, has published numerous articles, and is regularly quoted as an industry expert in the media. Justin received a B.A., with honors, from the University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of Law.\n \nContinuing Education\n \nContinuing 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 [webinars@naepc.org](mailto:webinars@naepc.org?subject=Question%20With%20Regard%20to%20CE%20Policy%20for%20Webinars) prior to attending your first program if you have any questions with regard to the availabililty of credit. \n \nZoom Link\nhttps://us02web.zoom.us/j/82715775458?pwd=aUkxMTQwb3ZyYThuR2lFTlpxaWZNZz09\nMeeting ID: 827 1577 5458\n Passcode: 837533\n
SUMMARY:BEPC's NAEPC Webinar Viewing Party: Estate Planning Paralysis: Getting Your Clients to Act in 2023 - Baltimore Estate Planning Council 
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