NAEPC Member Benefit Programs for Affiliated Local Councils

Affiliated local councils are entitled to purchase the following publications and software at discount prices for their members. Also see benefits available to all members.

See complete information about how to submit a new member benefit for review.

NAEPC 2009/2010 Speaker Program

The NAEPC is very proud to report that we are, again, making speakers available to all 2009 dues paying councils at NO CHARGE (council must fund travel, lodging and meeting expenses as outlined within the information packet). This benefit was wildly successful during its first two years and we are excited to be able to bring it to you again! Available speakers for the 2009/2010 programming season are:

• Robert G. Alexander, JD, LL.M., AEP, EPLS
• Robert E. Burton, CLU, ChFC, AEP, LL.B.
• Joseph V. Falanga, CPA, AEP
• Michael W. Halloran, CLU, ChFC, AEP, CFP®, REBC, RHU, LUTCF, MSFS, MSM
• Clark B. McCleary, CLU, ChFC, MSFS, AEP

The information packet offers a biography and topic choice(s) for each presenter, as well as their availability. All presentations will be assigned on a first come, first served basis so ACT FAST! Don't miss the chance for your council to take advantage of this exciting program! After submitting page 5 of the information packet via fax to (216) 696-2582 or e-mail to admin@naepc.org, a representative from the NAEPC will phone or e-mail the council contact noted with the outcome of the request (available or not available). If the speaker is available, NAEPC representative will supply council contact with address and telephone information for the speaker.

Leimberg Information Services (LISI) Subscription

Members of affiliated local estate planning councils that have signed up for the Leimberg Service can now get pre-paid access to Leimberg Information Services (LISI), a monthly subscription service providing financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts. LISI is also home to a very powerful engine that will help subscribers create customized searches and past and future cases more easily and quickly than ever before possible. Contact your affiliated local council about participating in this program. REMINDER - This benefit is a benefit for affiliated local councils!