NAEPC Webinar: High Tax Free Compounded Returns: The Keys to Building Wealth and Accomplishing Significant Financial Planning

Date: Wednesday, March 14, 2018
Time: 3:00pm - 4:00pm ET
Location: Webinar
Speaker: Jonathan G. Blattmachr, Esq., AEP® (Distinguished) and Jeff Glickman

Clients universally pursue investment strategies for the purpose of building wealth. Strategies often focus on obtaining high returns and minimizing income taxation.

This advanced presentation briefly discusses investment strategies, including a new methodology for obtaining high returns. It then explores how taxation erodes higher returns more than lower returns. It offers strategies for eliminating or reducing income taxation of returns and opportunities for tax-free compounding, which proves a key factor in building wealth.

Jonathan Blattmachr is a retired partner of Milbank, Tweed, Hadley & McCloy, LLP and of the Alaska, California and New York Bars. He is the author or co-author of nine books and over 500 articles on estate planning, tax and charitable topics.

Jeff Glickman is a renowned computer expert who holds approximately 50 patents in computer science including many that form the basics of what today is artificial intelligence. More important is that he has developed the first form of artificial super intelligence which has been described as constituting a diety here on earth. 

REGISTER HERE for the individual program.  To register for the 2018 series, please click HERE.

See all upcoming and previous webinars

The Robert G. Alexander Webinar Series

The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education.  Programs are available live and on-demand (to watch at your leisure) and typically take place on the second Wednesday of each month at 3:00 pm ET. 

Individual Webinar Registration Fees

$40 Accredited Estate Planner® designee
$40 Junior/Student (available to any Junior or Student member of any NAEPC-affiliated council or one who is in the process of attaining the AEP® designation by virtue of being enrolled in either the required or an elective course offered by The American College 
$60 Member of an affiliated local estate planning council or at-large member of NAEPC
$100 Non-member
$250 Council meeting / group gathering (one feed to be shown in a single location to a group, additional feeds can be purchased for $25, contact webinars@naepc.org for more information)

 

Yearly Subscription 
The yearly subscription offers a substantial discount to attend all of the programs during the calendar year!  After completing the registration you will be emailed a discount code that can be used to register for the programs you wish to attend. (Please allow up to a week for processing.)
$280   Accredited Estate Planner® designee - $360 value
$420   Member of an affiliated local estate planning council or at-large member of NAEPC - $540 value
$700   Non-member - $900 value

$1125 Council meeting / group gathering (one feed to be shown in a single location to a group, additional feeds can be purchased for $25, contact webinars@naepc.org for more information) - $2250 value

To register for an individual program, please click on the "register here" option associated with the program you wish to attend.  To register for the series, click HERE.


Continuing Education Credit
Continuing 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 prior to attending your first program if you have any questions with regard to this policy. 


Have questions?  Download the handy webinar FAQ page HERE!

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