Amarillo Area Estate Planning Council

11/03/2024

A huge thank you to everyone who attended our 32nd Annual Fall Institute! 🌟 It was an amazing day filled with fantastic speakers and engaging sessions. We hope you all enjoyed it as much as we did!

10/29/2024

We're excited to see everyone attending our 32nd Annual Fall Institute tomorrow! 🥳 If you would like to download the speaker presentations beforehand, please see the bottom of the event page. See you soon!

Please join us for our 32nd Annual Fall Institute for a day of engaging speakers and meeting your fellow AAEPC members.

10/23/2024

⏰ Time is Running Out! Last Day to Register!⏰
Have you registered for the 32nd Annual Fall Institute on Estate Planning yet? Don’t wait until it’s too late! Ensure your place at this must-attend event.

Please join us for our 32nd Annual Fall Institute for a day of engaging speakers and meeting your fellow AAEPC members.

10/21/2024

Only days left to register for the Fall Institute on Estate Planning!

We will close out the day with an engaging presentation by Paul Hood on "Yours, Mine and Ours – Planning for Blended Families."

Officially since the 2010 United States Census, blended families are the most common family form in the country. This obviously means that counseling clients who have blended families on the best planning strategies for their families is more important now than ever before. The problem is that many of the tried-and-true go-to dispositive schemes and techniques, e.g., joint tenancy, can absolutely be disastrous for blended families and often result in disinheriting either the children of the first partner to die, or that surviving partner-and the vexatious emotional litigation that too often ensues-including malpractice actions against their former estate planners. In particular, there are a number of important drafting considerations that estate planners need to know!

To register, or for more information, please visit our website: https://www.aaepc.org/events/event/26119

10/19/2024

🌟 Join Us for a Day of Learning! Only a Few Days Left to Register! 🌟
The 32nd Annual Fall Institute on Estate Planning is just around the corner. Make sure you’re registered to take advantage of this incredible opportunity.

Please join us for our 32nd Annual Fall Institute for a day of engaging speakers and meeting your fellow AAEPC members.

10/15/2024

Join us for an insightful presentation by Christian Kelso on “What to Discuss When Your Client Wants to Make Charitable Gifts” on October 30th!

This session will help planners guide clients through the complexities of charitable giving. Including the benefits of planned giving, tax implications, identifying favorable donees, best assets to donate, and various methods of making charitable gifts. Additionally, it will cover other important factors for charitably-minded clients.

To register, or for more information, please visit our website: https://www.aaepc.org/events/event/26119

10/11/2024

Register now for our upcoming 32nd Annual Fall Institute on October 30th. We will have a great program by Dr. Holly Jeffreys & Laura Reyher!

This insightful Mental Health Panel will delve into the intersection of mental health and estate planning. This session will cover an overview of common mental health conditions, where attendees will gain a foundational understanding of prevalent mental health issues and their potential impact on the decision-making processes. It will also help us recognize signs of mental health issues in clients and learn to identify early warning signs and symptoms of mental health challenges. The presentation will also provide practical tools, resources, and information that you can utilize to effectively manage and address mental health concerns in your professional practice.

To register, or for more information, please visit our website: https://www.aaepc.org/events/event/26119

10/07/2024

Don't forget to register to join us for our Fall Institute. We will hear from Gary Stringer and Jonathan Bernstein on "Behavioral Finance From Theory To Practice"

Volatile markets coupled with 24/7 media coverage can create significant behavioral challenges for investors and financial professionals alike. Attitudes toward financial markets can distract from sound planning as emotions shift from fear of the market to fear of missing out (FOMO) and back again. Stringer Asset Management has spent decades developing their investment process in a way that addresses many of the behavioral biases that cause investors to fail. Gary Stringer will lead a compelling guided conversation, delving into some of the most common and egregious behavioral errors and outline some real techniques to address them.

To register, or for more information, please visit our website: https://www.aaepc.org/events/event/26119

10/03/2024

📅 Don’t Miss Out! 📅 Join us for our 32nd Annual Fall Institute on Estate Planning! Secure your spot today and gain valuable insights from industry experts. Register now and be part of this essential event!

Please join us for our 32nd Annual Fall Institute for a day of engaging speakers and meeting your fellow AAEPC members.

09/30/2024

Don't miss out on hearing Tony Curatola discuss "Retirement Issues for Small Businesses in 2024-25" on October 30th!

SECURE Act of 2019 and SECURE 2.0 Act of 2022 are transforming retirement savings for small businesses.
Understand the impact of the SECURE Act and SECURE 2.0 Act.
In addition to these legislative acts, Treasury has provided some interpretations and clarifications to some of these tax provisions. Congress, on the other hand, has proposed legislation titled the SECURE 2.0 Technical Corrections Act.

Stay informed about the latest legislative updates and some of the changes that may be coming.

To register, or for more information, please visit our website: https://www.aaepc.org/events/event/26119

09/25/2024

Join Us on October 30th for “Adaptive Leadership Mastery” with Jovan Glasgow!

Discover how to enhance fluidity and resilience through organizational transitions. This two-part training equips leaders with the tools and mindset needed to navigate change effectively.

What You’ll Learn:

Session 1: Transition Challenges and Typical Team Responses.
Session 2: Adaptive Communication and Management Strategies.
Gain insights into fluid leadership, improve team dynamics, and manage transitions constructively. Perfect for estate planning professionals looking to boost their leadership effectiveness.

To register, or for more information, please visit our website: https://www.aaepc.org/events/event/26119

09/18/2024

For more information, or to register, please visit our website:
https://www.aaepc.org/events/event/26119