NAEPC Webinar: The Generational Solution
The idea of viewing the family as a single unit has been ignored by almost everyone; yet, it remains as one of the only solutions for creating lasting family wealth generationally. The government has created a generational problem; it is time to have a discussion about a generational solution. Interference from the government and an enormous lack of financial knowledge rob families from passing tremendous amounts of wealth to the next generation. Along with it goes the lasting family legacy. Today, in generating family wealth, dabbling in stocks and mutual funds doesn't provide the ownership and control that is needed to pass on wealth successfully. The elements that affect these types of legacies are taxes, risk, creditors, and luck.
Over the past twenty years Leonard Renier has studied the economic trends and shifts and the impact of government programs and regulations on the social fabric of our country. His research has resulted in bringing a new awareness to the financial challenges the average American faces. Leonard is considered an expert in communicating these challenges and believes with more information; people will make better life decisions.
As founder of the Wealth & Wisdom Institute, Leonard recognizes the importance of Education, Discovery and Understanding. He has been involved in the financial services industry for over 30 years. Mr. Renier has served on the advisory committee at Wayne State University School of Business and School of Finance. Leonard spoke at the Federal Reserve of Chicago Money Smart Week for two years. His discussion received the board's highest honors. He has also authored seven books which reached the Publishers Best Sellers List. His discussions with political and financial leaders across the country have brought new insight and need for education and financial clarity. Leonard believes, "Knowledge is something you learn; Wisdom is the ability to apply that knowledge to your everyday life."
Leonard's thought provoking discussions are intended to challenge traditional thinking and to redefine the planning approach. Over the past several years he has trained thousands of financial professionals. His software, research and personal communication training delivers the discussions and information needed to make better decisions in today's economy. Wealth & Wisdom Institute is the bridge between understanding the challenge and achieving financial goals.
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.
Not able to attend on the live date and time?
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.
Registration Options & Fees
Registration is available for individual webinars or by purchasing a yearly series subscription, which offers acccess to all of the programs scheduled during the calendar year for one low price.
|$40||$280 ($360 value)||Accredited Estate Planner® designee or Estate Planning Law Specialist certificant|
|$40||$280 ($360 value)||Junior/Student (available to a Junior or Student member of an NAEPC-affiliated council or one who is in the process of attaining the AEP® designation by virtue of being enrolled in either the required or an elective course offered by The American College|
|$60||$420 ($540 value)||Member of an affiliated local estate planning council or at-large member of NAEPC|
|$100||$700 ($900 value)||Non-member|
|$250||$1,125 ($2,250 value)||Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together)
Additional feeds available for $25 per feed per webinar by contacting us after the initial registration
How to Register
- To register for an individual program, please click on the "register here" option associated with the program you wish to attend.
- Register for the series
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 made available for those professionals 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 firstname.lastname@example.org prior to attending your first program if you have any questions with regard to the availabililty of credit..