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DTSTART:20240501T170000Z
DTEND:20240501T180000Z
LOCATION:Webinar
UID:2548320240501T170000ZComplimentary Webinar Co-hosted with the National Association of Insurance and Financial Advisors - Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan
DTSTAMP:20260405T153021Z
DESCRIPTION:\nJoin us for this complimentary webinar co-hosted with the National Association of Insurance and Financial Advisors. Please note the special date and time. \n \nProgram Overview:\n \nThis webinar will delve into the intricate relationship between financial assets and estate planning. Working with clients to effectively coordinate financial assets can assure that value is maximized and asset protection is enhanced. The webinar will review strategies to coordinate estate planning with various types of financial assets, including investments, real estate, retirement accounts, insurance, and other assets. We will discuss how to align financial assets with estate planning objectives.\n \nLearning Objectives:\n Clarify estate planning essentials: Revocable Trust, Will, Powers of Attorney Review various financial assets and how different types of assets are best coordinated with an estate plan Identify techniques to ensure effective coordination of financial assets Identify tax considerations related to coordinating financial assets and estate planning \n \n \nMary E. Vandenack, JD, ACTEC, CAP®, COLPM®, AEP® (Distinguished) is a partner at Duggan Bertsch managing the Omaha, Nebraska office. Mary is a highly regarded practitioner in the areas of tax, trusts and estates, private wealth planning, asset protection planning, business and business succession planning, and philanthropic strategies. Mary also has expertise in mental health law and professional licensing.\n \n \n \nMary’s practice serves businesses and business owners, executives, real estate developers and investors, health care providers, companies in the financial industry, and tax-exempt organizations. Mary is a member of the American Bar Association Real Property Trust and Estate Section where she serves on Council.  Mary is a member of the American Bar Association Law Practice Division where she currently serves as Chair.  Mary has been named to ABA LTRC Distinguished Women of Legal Tech, received the James Keane Award for e-lawyering, and serves on ABA Standing Committee on Information and Technology Systems.\n \n \n \nMary is a frequent writer and speaker on tax, benefits, asset protection planning, and estate planning topics as well as on practice management topics including improving the delivery of legal services, technology in the practice of law and process automation. Mary hosts a podcast: Legal Visionaries. https://maryvandenack.com/podcast/\n \nRegister through the National Association of Insurance and Financial Advisors website by clicking the "Register Now" button below. If you are not a NAIFA member choose "Continue as a Guest" when registering.\n \n \n \n[](https://belong.naifa.org/maximizing-wealth)\n \n \n \nThank you to the [National Assocation of Insurance and Financial Advisors](https://belong.naifa.org/) for co-hosting this webinar with NAEPC.\n \n[](https://national.societyoffsp.org/)\n \n \n \n \n
SUMMARY:NAEPC Webinar - Complimentary Webinar Co-hosted with the National Association of Insurance and Financial Advisors - Maximizing Wealth: The Importance of Coordinating Financial Assets with the Estate Plan  
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