NAEPC Webinar: Ten Ways to Protect Your Client's Digital Assets
Financial risks have arisen from the pervasive electronic fraud that is now extant in the virtual and digital age. One important issue to discuss with clients is Protecting Digital Assets. People worked hard to build their wealth. We show how technology can protect it.
Individuals have their name in over 200 locations in cyberspace at their end of life. Trust and estate planning and estate administration should include discussions about digital assets, electronic records, data and documents; all estate planning documents should include legal provisions to control access to and security of these valuable assets.
By the end of this advanced session attendees will be able to:
- Identify digital assets and custodian protocols that create postmortem roadblocks to access.
- Learn ways to assemble and organize keys to electronic records for data and document access and protection.
- Learn strategies to motivate clients to discuss and protect digital assets during trust and estate planning and review.
Betsy L. Ehrenberg is CEO and founder of Legacy Concierge, a fin-tech firm delivering digital asset resolution services. Betsy advises clients on a broad range of security protection options for their portfolio of digital and tangible assets. She specializes in digital asset LOCKYT account notification protocols with custodians, especially those custodians who are reluctant to release control to the fiduciary.
Betsy was the first female manager with IBM Canada and authored several proprietary technology training programs for them. Recently she presented to attorneys and financial planners at the International Digital Assets Seminar in Nigeria, and before COVID, to the STEP Digital Assets Conference in London. She has been recognized as an Outstanding Business Executive in Silicon Valley and was recognized as a C-Suite executive in New Mexico, where she currently resides.
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.
Registration is available for individual webinars or by purchasing a yearly series subscription, which offers acccess to all of the programs scheduled during the calendar year for one discounted fee.
|$40||$280 ($360 value)||Accredited Estate Planner® designee or Estate Planning Law Specialist certificant|
|$40||$280 ($360 value)||Junior/Student (available to a Junior or Student member of an NAEPC-affiliated council or one who is in the process of attaining the AEP® designation by virtue of being enrolled in either the required or an elective course offered by The American College)|
|$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.
- Individual Program: Click on "register here" on the page associated with the program you will be attending live or on-demand.
- 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 link 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 a password to the recorded version of the webinar, which can be used to show the program to council members and guests who have gathered together 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 firstname.lastname@example.org prior to attending your first program if you have any questions with regard to the availability of credit.