NAEPC Webinar: Complimentary
Beyond the Documents: Navigating Family Dynamics that Shape the Plan
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Consumer Videos
Our parent organization, the National Association of Estate Planners & Councils has teamed up with profession leaders and several guests to provide our council, its members, and consumers with access to short videos dedicated to consumers of estate planning services. You are welcome to share these videos with others.
The first video includes the following titles related to Estate Planning:
- What is Estate Planning
- Asset Protection Planning for the Masses
- Financial Planning Basics, Part I
- Financial Planning Basics, Part II
- Health Proxies and Related Documents
- Insurance and Insurance Trusts
- Planning for Unmarried Couples
- Powers of Attorney
- Revocable Trusts
- Wills
Asset Protection Planning for the Masses
Oklahoma City Estate Planning Council 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.
