August 2024

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August Newsletter

Members Only | Fall Kickoff Networking Reception

Sep 19th | 5:00 pm - 7:00 pm


This will be a great opportunity for our members to gather in a social environment and catch up with peers. We are looking forward to seeing you there!

Register

BEPC Educational Seminar |

Top Ten Estate Planning Lessons Learned from Recently Deceased Celebrities

Sep 26th | 11:30 am - 1:30 pm


We will examine the common mistakes made by recently deceased celebrities and illustrate how these mistakes could have been avoided.

Register

Education Corner


How Do Older Households React to Inflation?


Without any behavioral response, high inflation generally harms older households by reducing their consumption and wealth. The full text is accessible below.

Read Here

Membership News

BEPC VOLUNTEERS

Still Time to Volunteer for a BEPC Committee!


If you are interested in serving on a BEPC committee this year, spaces are still available. Learn more about our committees by watching the spotlight videos. Find a committee you are interested in? Contact the committee leadership to volunteer.

Committees

NAEPC ANNUAL CONFERENCE

The 61st Annual NAEPC Advanced Estate Planning Strategies Conference is taking place on October 20-24, 2024 at the Disneyland Resort in Anaheim, CA.


Register by August 12, 2024 for a discounted rate!

Learn More

NEW MEMBERS

Claire Commons, Northern Trust

Cheryl Donahoe, PKF O'Connor Davies

Rachel Wassel, Ruberto, Israel & Weiner, PC

ONLINE COMMUNITIES

Connect with BEPC members seeking referrals or insight in the following areas:


BEPC on LinkedIn

CORPORATE SPONSORSHIPS

Secure a 2024-2025 Corporate Sponsorship by August 23rd!


Gain unmatched visibility and connect with estate planning professionals by becoming an annual sponsor of BEPC. Our sponsorship levels—diamond, platinum, gold, and silver—offer premium exposure at our prestigious events, both online and in-person. Engage directly with an influential, interdisciplinary membership and enhance your brand’s presence in the industry.

 

Why Sponsor?

 

Exclusive Access :

Reach a targeted audience of leading professionals.

Prominent Placement :

Benefit from high-visibility opportunities at events.

Strategic Impact :

Align with the foremost community in estate planning.


Secure your sponsorship by August 23, 2024, and elevate your brand’s impact with BEPC. Don’t miss out—act now!

 

Contact the Sponsorship Committee Chairs, Tim King and Christian Stone, or the BEPC office at sponsorship@bepc.org

2024-2025 Prospectus

BEPC RECOGNIZES

During August, BEPC recognizes the following:


Purple Heart Day (8/7)

Women's Equality Day (8/26)