Central Bank & Trust Company

NAEPC Webinar-Growing Your Practice in a Virtual World: A Multidisciplinary Panel Discussion

Date: Wednesday, January 20, 2021
Time: 3:00pm - 4:30pm
Location: Your office via Zoom
Speaker: NAEPC Panel (detailed below)

WHAT:  NAEPC Webinar - "Growing Your Practice in a Virtual World: A Multidisciplinary Panel Discussion"

WHO:  NAEPC panelists (detailed below)

WHERE:  Your office via Zoom

WHEN:  Wednesday, January 20th - 3:00-4:00 PM

For our next meeting, we will be joining in on a webinar by our national association, the National Association of Estate Planners and Councils (NAEPC).  It will feature a panel of multidisciplinary professionals as outlined below:

Has the global health crisis and the acceleration of an online environment changed the way you market your services and advise your clients? Do you have the technological tools to communicate effectively with your current network? Are you looking for ways to expand your reach? Attend this unique multi-disciplinary panel discussion to learn strategies for interacting with your clients in the rapidly growing virtual space from experts in the technology, legal, trust, insurance and financial planning, philanthropic, and accounting practice areas. Those who are unable to attend on the live date and time are welcome to register and on-demand access will automatically be sent so you can watch the program at your leisure.

Moderator - Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) 

Mr. Shenkman is an attorney in private practice in estate and tax planning, planning for closely held businesses, and estate administration in Fort Lee, New Jersey and New York City. He is the author of 42 books and more than 1,000 articles. Editorial Board Member of Trusts & Estates Magazine, CCH (Wolter’s Kluwer), and the Matrimonial Strategist. Has previously served on the editorial board of many other tax, estate and real estate publications.

Panelists:

Dean DeLisle, Founder and CEO, Forward Progress

Founder and CEO of Forward Progress serving over 2,000 corporate clients over the past 15 years. In 2012 Dean created and released a Social Influencer Development Platform known as Social Jack. Dean is host of his own Podcast, Influence Factory, and has written, FIRST, The Street Guide to Digital Business Influence which gives the reader proven essential steps and tools to develop thought leadership and recognition in their industry. His company has produced over 5,000 virtual events and webcasts.

Thomas M. Forrest, TO, AEP® (Distinguished) 

President and CEO of U.S. Trust Company of Delaware. Tom is past President and founder of the Personal Trust Division for Charles Schwab Bank in Wilmington, Delaware. Mr. Forrest assisted the IRS with the development of fiduciary income tax returns on magnetic media. He has lectured to professional groups on a variety of tax and estate planning topics at numerous meetings and seminars around the country. 

Bronwyn L. Martin, MBA, ChFC®, CLU®, CLTC®, CRPC®, CFS®, CMFC®, AEP®, LACP, AIF®, CFS

Bronwyn Martin has been doing comprehensive financial planning for over 20 years. Bronwyn has 2 offices in 2 different states, clients throughout the US, and a virtual staff of 5. She is currently serving as a member of the National Association of Estate Planners & Councils Board of Directors.

Ginger F. Mlakar, JD, CPA, AEP®

Ginger Mlakar serves as in-house legal counsel and oversees the donor stewardship program for the Cleveland Foundation. She has been named among the Best Lawyers in America and the Top 50 Female Ohio Super Lawyers List by Law and Politics magazine. She is currently serving as a member of the National Association of Estate Planners & Councils Board of Directors.

Gregory E. Sellers, CPA, AEP®

Greg is a Member in the Tax Division of Warren Averett, LLC, a leader of the firm’s Estate and Trust Service Area, and he has been serving clients for 35 years.  Greg also served on the NAEPC Board of Directors and is a past president of NAEPC and the Montgomery (AL) Estate Planning Council.

***Please note this is a special 90-minute presentation. 

We are very happy to be able to bring this meeting to you FREE of charge by joining in on our Zoom meeting.  A link will be emailed by Noon on the day of the event to all who RSVP by either clicking this link: https://www.bgepc.org/events/event/20568 - or by replying directly to this email.  Guests are welcome to join in, as always.  If you would like to include a guest, please be sure to RSVP for them as well in order to be sure we have the correct email address for them.  We need to receive your RSVP no later than WEDNESDAY, JANUARY 20TH!  at 12:00 PM.

We thank you so much for your continued support of the Bluegrass Estate Planning Council and for bearing with us as we try to make the best of this strange time.  

We look forward to "seeing" you virtually on Wednesday, January 20th at 3:00 PM!

Melissa Gregory, Council Executive

As always, we would like to thank our 2020-2021 Sponsors!

PLATINUM 

Central Bank and Trust Co

Community Trust and Investment Company 

Frost Brown Todd LLC

GOLD

Cumberland Valley National Bank

Dean Dorton 

MCF Advisors

SILVER

Ridings Insurance and Financial Services LTD

 

See Upcoming Event Calendar