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

Date: Wednesday, May 1, 2024
Time: 12:00pm - 1:00pm ET
Location: Webinar
Speaker: Mary Vandenack, JD, ACTEC, COLPM, CAP®, AEP® (Distinguished)

Join us for this complimentary webinar co-hosted with the National Association of Insurance and Financial Advisors. Please note the special date and time. 

Program Overview:

This 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.

Learning Objectives:

  • 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


Mary 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.


Mary’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.


Mary 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.

Register 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.


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Thank you to the National Assocation of Insurance and Financial Advisors for co-hosting this webinar with NAEPC.



See all upcoming and previous webinars

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. 

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 is available for individual webinars or by purchasing a yearly series subscription, which offers access to all of the programs scheduled during the calendar year for one discounted fee.    

Individual Series Type
$40 $280 ($360 value) Accredited Estate Planner® designee or Estate Planning Law Specialist certificant
$40 $280 ($360 value) Student (available to a student who is enrolled either full or part time in an undergraduate or graduate program, majoring in the disciplines of legal, accounting, trust, insurance/financial planning, or philanthropy)
$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.

To Register

  • Individual Program:  Click on "register here" on the page associated with the program you will be attending live or on-demand. ​
  • Series Subscription: REGISTER FOR THE SERIES.  We will send you an email after your registration has been processed with instructions about how to obtain log-in credentials for each program.  

For Our Councils

NAEPC understands that councils want and need compelling virtual programming options to supplement their regular calendar of events. To accommodate this need, NAEPC is offering affiliated councils on-demand* access to any four webinars for a reduced cost of $400. Choose the "Pro-Rated Group Gathering" option on the online registration form and we will contact you promptly for your selections and to provide the program links and accompanying materials.  

Councils that wish to offer continuing education credit must become the provider with their state and/or governing body.

*NAEPC will provide a website link and password to the recorded version of each webinar you choose, which can be used to show the program to council members and guests who have gathered together in person or on a virtual meeting. Please allow up to three business days after the live webinar to receive the link to the recorded program. 

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 prior to attending your first program if you have any questions with regard to the availability of credit. 

Event Conduct Policy

By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.


Download the handy webinar FAQ page, email us, or phone the national office at 866-226-2224.

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