2025 Agenda

62nd Annual NAEPC Advanced Estate Planning Strategies Conference and Council Leadership Conference

11:30 am ET	Doors Open Pre-Conference Table Topics
12:00 pm ET	Conference Begins
12:00 pm ET - 12:15 pm ET	Virtual Networking Exhibit Hall Open
12:15 pm ET - 12:30 pm ET	Opening Remarks
12:30 pm ET - 1:20 pm ET	Educational Session #1
1:20 pm ET - 1:35 pm ET	Break Exhibit Hall Open Wellness Moment
1:35 pm ET - 2:25 pm ET	Educational Session #2
2:25 pm ET - 3:15 pm ET	Educational Session #3
3:15 pm ET - 3:35 pm ET	Break Exhibit Hall Open Wellness Moment
3:35 pm ET - 4:25 pm ET	Educational Session #4
4:25 pm ET - 4:30 pm ET	Closing Remarks

Council Leadership Conference

Schedule of Events

Sessions for general attendees begin at 12:30 pm on Wednesday, October 22, 2025. Lunch is included.
Sessions for staff executives / administrators begin at 8:00 am on Wednesday, October 22, 2025.
The Council Leadership Conference concludes at 12:00 pm on Thursday, October 23, 2025.

Wednesday, October 22, 2025
8:00 am - 12:30 pm	Staff Executive / Administrator Development Session (Breakfast & Session)
12:30 pm- 1:30 pm	General Luncheon or Private Luncheon for AEP Designees
2:00 pm- 3:45 pm	Learning Pods #1, #2 & Conversation Break
3:45 pm - 5:00 pm	Council by Size Session #1 (membership topics)
5:00 pm - 7:00 pm	Annual Estate Planning Council Awards Reception
6:30 pm	Staff Executive / Administrator Private Dinner
7:30 pm	Dine Around: Connect During Small Group Dinners (advance sign up is required) Each participant covers their own dinner cost.
Thursday, October 23, 2025
7:00 am- 8:00 am	Breakfast
8:00 am - 9:35 am	Learning Pod #3 and #4 Concurrent Council Staff Executive / Administrator Session with Webmaster (for those with NAEPC-hosted website)
9:40 am - 10:45 am	Learning Pod #5 & Conversation Break
10:45 am- 12:00 pm	Council by Size Session #2 (non-membership topics)
12:00 pm	Council Leadership Conference Ends

2025 Presenters

Larry R. Blades, M.A., B.S., Lt. Col USAF (Retired)

Oakwood Summit
Rio Rancho, NM

Private AEP® Luncheon Speaker: Jedidiah Collins, CFP®

Former NFL Fullback, Author & Behavioral Coach

Joan K. Crain, CFP®, TEP, AEP® (Distinguished)

J. Crain Consulting
The Villages, FL

Russell DeLibero, PHD, CFP®, ChFC®, CLU®

Goldman Sachs
Atlanta, GA

Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)

Georgia State University College of Law
Atlanta, GA

Gregg R. Fortune, CFP®, CFS®, AEP®, ChFC®, BFA

3G Financial
West, MI

Sandra D. Glazier, JD, AEP® (Distinguished) Nominee

Sandra D. Glazier, P.C.
Troy, MI

Jerome M. Hesch, MBA, JD, AEP® (Distinguished)

Jerome M. Hesch, Esq.
Aventura, FL

Michelle Hirsch, CAPI

Brunswick Private Client
Cleveland, OH

Robert S. Keebler, CPA/PFS, MST, CGMA®, AEP® (Distinguished)

Keebler & Associates, LLP
Green Bay, WI

Private AEP® Reception Speaker: James Kirchick

Journalist & The New York Times-Bestselling Author

Amanda Koplin, LPC

Koplin Consulting
San Antonio, TX

Roberta Kramer

Heritage Auctions
Chicago, IL

Bernard A. Krooks, JD, CPA, LL.M., CELA, AEP® (Distinguished)

Littman Krooks LLP
Rye Brook, NY

Amy C. O’Hara, JD, CELA

Littman Krooks LLP
Rye Brook, NY

Brian E. Raftery, JD, CPA

Dentons US LLP
New York, NY

Nancy B. Rapoport, JD

William S. Boyd School of Law, UNLV
Las Vegas, NV

Jordon N. Rosen, CPA, MST, AEP® (Distinguished)

Wilmington, DE

Thomas A. Tietz, JD

Martin M. Shenkman, P.C.
Fort Lee, NJ

Hotel

Gaylord National Resort & Convention Center

An Upscale Resort in the Heart of National Harbor

Embark on an unparalleled getaway at Gaylord National Resort in National Harbor, a mere stone’s throw from Washington, DC Nestled on the banks of the Potomac River, the hotel invites you to experience a perpetual oasis with a consistent 72-degree climate inside a magnificent 19-story indoor garden atrium. Immerse yourself in opulence with breathtaking spaces, world-class service, and top-tier dining options that cater to every palate. Whether you’re seeking relaxation at the luxurious Relâche Spa, indulging in family-friendly activities within this extraordinary resort, or venturing to explore the wonders of National Harbor, every moment promises adventure and unforgettable memories for families or those traveling alone.