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NATIONAL ASSOCIATION OF ESTATE PLANNERS & COUNCILS SPONSORS OFFICERS President A. Stephen McDaniel, JD, AEP, EELS Memphis, Tennessee President-Elect Dan H. Florence, JD, CFA, AEP Dallas, Texas Vice
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Professionals attending the National Estate Planning Council Conference (pdf-naepc-conf).
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This is a brochure that provides information about the National Association of Estate Planners & Councils Conference.
Estate planners and council members who attended the conference may be required to file this brochure.
The brochure can be filled out online or by hand, following the instructions provided in the document.
The purpose of this brochure is to report the details of the conference and provide information to the association and its members.
Information such as sessions attended, contacts made, and feedback on the conference must be reported on this brochure.
The deadline to file this brochure in 2023 is December 31st.
There may be a penalty fee for late filing of the brochure, depending on the association's policy.
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