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.

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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. 

Registration Options & Fees

Registration is available for individual webinars or by purchasing a yearly series subscription, which offers acccess to all of the programs scheduled during the calendar year for one low price.  All webinars can be viewed on the live date and time or following the program by using an automatically-generated replay link.

Individual Series Type
$40 $280 ($360 value) Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
$40 $280 ($360 value) Junior/Student (available to a Junior or Student member of an 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 $420 ($540 value) Member of an affiliated local estate planning council or at-large member of NAEPC
$100 $700 ($900 value) Non-member
$250 $1,125 ($2,250 value) Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together)
Additional feeds available for $25 per feed per webinar by contacting us after the initial registration

How to Register

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

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 the availabililty of credit.. 

Questions  

Download the handy webinar FAQ page, email us, or phone the national office at 866-226-2224.

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