NAEPC Webinar: Do's and Don'ts of Estate Planning for Millennials
Millennials are taking over. They now make up the largest living generation in the world and the largest portion of the United States workforce. The first half of this presentation will provide you an overview of trends in education, employment, family, and marriage for Millennials. The second half of the presentation will provide the audience a list of specific DOs and DON’Ts of interacting with Millennials regarding their property, families, trusts, and philanthropy. Along the way, participants will get some “milk” and learn certain tips regarding how to speak like and communicate with a Millennial.
Christine Wakeman is a shareholder in the Wealth Preservation Group at Winstead in Dallas Texas. She is fellow of the American College of Trusts and Estates Counsel (ACTEC) and is board certified in estate planning and probate law by the Texas Board of Legal Specialization. She focuses her practices on translating the complexities of the Internal Revenue Code, Texas Trust Code, and Texas Estates Code to a wide range of clients from stay-at-home parents, to teachers, to engineers, to corporate CEOs.
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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 typically take place on the second Wednesday of each month at 3:00 pm ET.
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To register for an upcoming program, click on "register here" on the page associated with the program you will be attending live or on-demand. Those who are new to the Tradewing system must create an account before registering.
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 available for those 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 availability of credit.
Sponsorship
Webinar sponsorship is now available! Direct inquiries to sponsorship@naepc.org.
Event Conduct Policy
By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.
Webinars will be hosted within NAEPC's new online community, Tradewing, which will allow us to offer them on a complimentary basis! Participants must create an account and then register for the webinar they would like to attend.
