Fargo-Moorhead Area Foundation

NAEPC Webinar: The Benefits of Integrating Personal Insurance into Estate Planning Discussions

Date: Wednesday, April 17, 2024
Time: 3:00pm - 4:00pm ET
Location: Webinar
Speaker: Linda Bourn and Steven Kent

This webinar will discuss personal insurance planning for affluent families across high valued homes, autos, and collections including fine art.

Included will be recommendations on managing liability of employing domestic staff, serving on non-profit boards and how to evaluate limits of personal liability insurance. 

The presenters will provide examples of listening for risk in client discussions and the importance of an interdisciplinary approach to annual risk and insurance planning especially for property owned in LLCs or Trusts.

The discussion will include an overview of personal insurance markets and insight on why policy premiums are increasing along with non-renewals across the United States.

A family insurance review case study will be used to illustrate the importance of integrating personal insurance into annual estate planning discussions, including insurance planning for young adults who are renting their first apartment, buying their first home or auto.

Linda guides generational families through a holistic risk assessment to help them align risk exposures with insurance strategy. This includes experience advising family office and private trust company boards on directors and officers liability, and evaluating insurance for complex family holdings held in trusts, LLC’s and partnerships. She recently contributed chapters on family risk management in the Globe Law & Business book “Family Offices: The STEP Handbook for Advisors” and in the book Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors” published by Wiley.

Linda holds an MBA from Babson College, and BA from California State University at Long Beach. She serves as Faculty and Risk Management Domain Chair at the Ultra High Net Worth Institute.  She is a Fellow of the Family Firm Institute and member of Collaboration for Family Flourishing.

 

Steve specializes in evaluating insurance needs for individuals and families who require a sophisticated approach to personal risk management. He regularly provides educational programs for trusted advisors on the changes in the insurance market and how to discuss asset protection through insurance risk management. He has been recognized as a Private Client Power Broker by Risk & Insurance Magazine. The award commends individuals who stand out among their peers in the areas of risk management and client service.  

Steve holds a bachelor’s degree in business management from Hofstra University. He is a Leader’s Council Member of the UHNW Institute and an advisor member of Family Firm Institute.

 

 

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. ‚Äč
  • 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