The Estate Planning Council of Rockland County, Inc. is an interdisciplinary organization for professionals involved in estate planning.
The Estate Planning Council of Rockland County, Inc. strives to foster understanding of the proper relationship between the functions of the Life Underwriter, Trust Officer, Attorney, Accountant, and/or any other party or parties having to do with estate planning, and to encourage co-operation of persons acting under those disciplines.
New: Exclusive benefits for members only!
Through a special arrangement with Kettley Publishing Company, NAEPC is pleased to make a very special opportunity available just for members of The Estate Planning Council of Rockland County. Members can subscribe to the nationally-recognized Kettley software solutions at great savings. Included in this special offer is Back Room Technician, the industry standard source of client proposal information and concept material. Learn more about Kettley's complete suite of essential tools for financial advisors.
Business Week Magazine
NAEPC members can purchase Business Week Magazine at a special members-only price of $39.97 for 51 issues - you save $213 off the cover price!
As an added benefit, you'll also receive FREE access to Business Week Online with every subscription. Log on for expanded news stories, previews of the upcoming edition, and a searchable archive of issues dating back more than 5 years! It's a library of history and information available for retrieval 24-hours a day! Call Business Week Magazine at 1-800-635-1200 to subscribe today!
Be sure to reference Group Code 2A68 and Corporate ID# BWE0000037 to receive the special National Association of Estate Planners & Councils rate.
Trusts & Estates Magazine
Subscribe to Trusts & Estates at the member rate of $219.00 and save 12% off the regular price, over 40% off the cover price! This low rate includes 12 monthly issues, the year-end directory issue - the Wealth Management Resource Guide - and unlimited access to the online "Archive of Articles" which allows you to search nearly 20 years of Trusts & Estates editorial.
To subscribe, use your business letterhead and state that you are a member in good standing of the National Association of Estate Planners & Councils. Quote our group discount code of Z61252 and mail, along with your check, to:
Trusts & Estates Magazine
P.O. Box 5180
Brentwood, TN 37204
Konica / Minolta
Konica Minolta is an international leader in Document imaging and production equipment. Konica Minolta has factory direct pricing on equipment, service and supplies at discounted prices to the members of NAEPC.
Konica Minolta entire document imaging line of equipment was selected “Line of the Year” for 2005 by Buyers Laboratories. Buyers Laboratories is the imaging industry’s independent consumer testing facility.
Konica Minolta’s document imaging equipment meets a host of imaging capabilities, featuring copying, fax, network printing and scanning. Combined with software designed to find, archive and control documents. This new technology will change the way you do business.
Contact Gene Elwell at the National Accounts Division of Konica Minolta for more information and pricing. Gene can also be reached at (800) 934-5180 or direct at (858) 348-2207.
CCH, a Wolters Kluwer business
CCH, a Wolters Kluwer business, features an extensive line of research materials and software solutions that are the professional’s first choice for reliable, practitioner-oriented guidance for advising clients and making critical business decisions.
CCH and NAEPC joined together to offer NAEPC members a 30% discount on outstanding books on practitioner matters written by the leading experts.
NAEPC members also receive a 15% discount on the powerful and versatile CCH ViewPlan Advanced estate planning software that allows you to quickly and easily generate easy-to-read graphs, reports and flowcharts that visually guide your clients through various planning scenarios – motivating them to take action.
Learn more about these NAEPC-recommended titles including:
- Estate and Retirement Planning Answer Book
- Asset Protection Strategies
- Estate Planning, 6th Edition
- Practical Guide to Estate Planning
- Multistate and Multinational Guide to Estate Planning
Civicom Audio Conferencing and Dial-A-Note Transcription
Members of NAEPC Affiliates and Accredited Estate Planners are entitled to a 30% discount on audio conferencing with Civicom. Get everyone together without having to get them together! You also have the ability to record your calls and have them transcribed at a very low cost. Contact Civicom at (203) 618-1811 or email@example.com for more information.
Tired of typing your meeting notes? With this brand new service, you can get a low-cost transcription by e-mail the morning after you record it by dialing your number and dictating for as long as you like. Contact Dial-A-Note to get started at (203) 618-1811 or firstname.lastname@example.org.
Wealth Transfer Planning™ Estate Planning Software...
Intelligent estate planning software
This complete estate planning drafting system (with expert system capabilities) offers a full complement of forms -- wills, revocable trusts, irrevocable trusts, strategic planning memos, powers of attorney, and more. While Federal in scope, state specific content is provided for all states (except Louisiana). The integrated "content help" is in a class by itself. From solo practitioners to large firms, WTP meets the demands of the most experienced estate planners. This state-of-the-art estate planning system authored by Jonathan Blattmachr and Michael Graham is fully networkable. With over 10% of the AmLaw200 now using WTP, it has become "the system of choice” for experienced trust & estate attorneys.
The NAEPC is the only organization currently receiving a discount on this product! Order today to receive $1000 off on each license purchased!
Accredited Estate Planners (AEP), Estate Planning Law Specialists (EPLS) and members of affiliated local councils are entitled to a special discount on Wealth Transfer Planning™ Estate Planning Software. Contact Nicole Splitter at (888) 315-0872, Ext. 1 with questions. You can also visit www.ilsdocs.com for more information or to order online (enter promo code WTP-NAEPC06 when prompted).
National Business Institute
Members of NAEPC affiliated local councils and Accredited Estate Planners are entitled to take advantage of a $100 savings off of the tuition for The Modular Approach to Estate Planning seminar. Programs are being offered in Little Rock, Arkansas, Overland Park, Kansas, Phoenix, Arizona and Charleston, West Virginia.
NBI has been the premier provider of continuing education for professionals for over 20 years and strives to provide professionals with the tools necessary to ensure success.
To utilize this offer, refer to VIP code "DEP" when registering. Registrations are accepted via postal mail, telephone (800-930-6182) or fax (715-835-1405). Registration forms can be found online at NBI Online or by contacting the NAEPC office.
Don't delay - this offer expires 30 days prior the seminar start date!
National Center for Family Philanthropy
NAEPC members can purchase Splendid Legacy: The Guide to Creating Your Family Foundation at a special members-only price of 20% off. Splendid Legacy is the first and only comprehensive guide designed especially for donors, families, and their advisors. See complete details. Enter "naepc" in the promo code line to obtain the NAEPC member price.
The Estate Planning Council of Rockland County, Inc. is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.