Marathon Advisors

NAEPC Webinar: The Practical Use of AI in Estate & Financial Planning

Date: Wednesday, January 17, 2024
Time: 3:00pm - 4:00pm ET
Location: Webinar
Speaker: Paul Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® (Moderator), Dorna Moini, JD, Imaan Moughal, JD, and Sheryl Rowling, CPA/PFS

Discover how AI can revolutionize estate planning for lawyers, optimizing efficiency, cutting costs, and enhancing representation quality. Uncover both the vast opportunities and ethical considerations, providing a clear roadmap for planners to responsibly and effectively integrate AI into their practices.

 

Paul Caspersen has 25 years of financial, estate, and charitable planning experience. Most recently, 2012-2022, Paul served as Assistant Vice President and Sr. Philanthropic Advisor at the University of Florida. He is the Founder of Planned Giving Interactive (PGI), a charitable planning software & consulting organization. Paul is also a national board member of NAEPC and in 2011 he published the book, "Direction Memo: How to Write a Letter of Instructions for Your Estate Plan," and is regularly published in peer-reviewed journals such as Trusts & Estates.

 

 

 

Dorna Moini is the CEO and founder of Gavel (www.gavel.io), an easy but powerful platform for building document automation and client-facing legal products. Prior to starting Gavel, Dorna was a litigator at Sidley Austin. There, in her pro bono practice, she worked with legal aid organizations to build a web application for domestic violence survivors to complete and file their paperwork, which led to the idea for Gavel. Dorna is on the Legal Services Corporation Emerging Leaders Council and a member of LAFLA's Advisory Board. She was named an ABA Legal Rebel and a Fastcase 50 honoree. She also teaches the Legal Innovations Lab at USC Law School.

 

 

Imaan Moughal is a Trusts and Estates Attorney at Manice Budd & Baggett and an Adjunct Professor of Law at Hofstra Law School teaching Estate Administration. Imaan is an active member of the Trusts and Estates bar at a local, state and national level.

 

 

 

Sheryl Rowling is a CPA and Personal Financial Specialist who has been active in the financial world for over 40 years. She founded Rowling & Associates, an award-winning wealth management firm, as well as Total Rebalance Expert, rebalancing software acquired by Morningstar. Currently Sheryl is Editorial Director, Investment Advice at Morningstar, where her primary role is to share her vast industry knowledge both internally and externally through writing and speaking. 

 

REGISTER HERE for the individual program. To subscribe to the 2024 webinar series, please click HERE.

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.


Fees 

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 webinars@naepc.org 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.


Questions  

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

See Upcoming Event Calendar