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NAIFA WEBINAR SERIES

NAIFA-logo

 

Executive Benefits Strategies Every Estate Planner Must Know

Increasingly, estate planners encounter executive benefits in their practices. Whether your client is an entrepreneur seeking strategies to recruit, retain, and reward employees in this competitive employment environment, a business owner considering transitioning his/her/their company to the management team, or an executive integrating their benefits into their estate plan, all practitioners need to understand the options available, the best fit for the client situation, and the tax and legal implications for the client's plan.

You will learn to:
  • Identify different types of executive benefit plans
  • Identify the tax and legal requirements of each type of plan
  • Identify and address the impact of a client's participation these plans on their estate plan
  • Examine charitable planning opportunities for business owners in their estate plans.   

REGISTER

This Webinar is Sponsored by 

ACS_NPAN_2023

Continuing Education & additional information provided below.

Tuesday, June 23, 2026

12:00 pm - 1:00 pm eastern

 

Registration Fee*

 

Live Event:

FREE for Members

FREE for Non-Members

 

CFP Credit: $5

CLE/Legal Credit: $5

CPE/Accounting Credit: $5

Prof. Recertification/PRP (American College) Credit: $5

 

*Registration Fee includes live webinar, presentation material, and access to the archived program

SPEAKER

Kathleen Bilderback, JD, LLM, AEP

Counsel, Sandberg Phoenix

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Counsel, Sandberg Phoenix

Kathleen Bilderback, JD, LLM, AEP

Kathleen Bilderback joined the law firm of Sandberg Phoenix in 2024 as Counsel in the Business practice group. She specializes in estate, business, and executive benefits planning, with special emphasis on incorporating and maximizing the benefits of life insurance. She is a nationally recognized speaker, author, and former adjunct professor in the LL.M. in Taxation program at the Washington University School of Law in St. Louis. Kathleen graduated from St. Louis University with degrees in Accounting and Theatre. She received her law degree and LL.M. in Taxation from Washington University’s School of Law. Beginning her Advanced Markets career at General American Life Insurance Company (later merged into MetLife), she provided training and advanced underwriting support for the top producers of MetLife and its subsidiaries for 10 years before returning to private practice. In 2007, Kathleen and her partners founded Affinity Law Group, LLC to provide legal services to businesses, their owners, and executives from formation to succession and beyond. She rose to the position of Managing Member prior to successfully combining the firm into Sandberg Phoenix, a firm of approximately 200 attorneys in eight offices with a nationwide practice. Kathleen is a member of the Missouri, Illinois, and Pennsylvania bars. She is a former national President of the Society of Financial Service Professionals. She has been an active member of the National Association of Insurance and Financial Advisors (NAIFA) at the national and local level. Kathleen currently serves on NAIFA’s National Board of Trustees, the Executive Committee of the St. Louis Zoo Association Board, and the St. Louis Children’s Hospital Foundation Planned Giving Committee. She received the Accredited Estate Planner designation from the National Association of Estate Planners & Councils. She has presented at AALU, the Top of the Table Meeting for the Million Dollar Roundtable, and Estate Planning Councils around the country. Kathleen has been selected for inclusion in Missouri and Kansas SuperLawyers each year since 2012, and recognized by Best Lawyers in the areas of Business Organizations, Closely Held Companies and Family Businesses Law, and Trusts and Estates each year since 2020.

 

CONTINUING EDUCATION INFORMATION

Educational Level

Intermediate

CE Credits

1 CFP® credit has been applied for.

1 Professional Recertification/PRP (American College) credit has been applied for.

1 CLE (legal) credit has been applied for in those states that accept the webinar format for credit. 
-CLE credit is not available for: PA and RI
-The following states do not have a mandatory CLE requirement: CT, DC, MD, MA, MI, SD

1 CPE (accounting) credit has been applied for.
-CPE Prerequisite: Basic understanding of executive benefit plans    
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Program Level: Intermediate

National Association of Insurance and Financial Advisors (NAIFA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. 

Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 877-866-2432.

Additional CE Credit Info:
$5.00 fee per credit.

You must participate in the live webinar in order to earn CE credits and must be logged in to the web portion. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, NAIFA will report your credit to the CFP Board for you after the webinar.

Note that state insurance CE credits are not available for this webinar.

ADDITIONAL INFORMATION

 

Registration Info

Upon registration, you will receive a confirmation email from NAIFA as well as a separate email from Zoom with your link to join the webinar.

NAIFA members: When registering, sign in using your email address and password to get the member rate and to pre-populate the registration fields.

 

Presentation Material

Your confirmation and reminder emails will include the link to access the PowerPoint/presentation material.

 

Program Archive

This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. 

Can’t attend the live webinar? Register and you will automatically be sent the recording link.

 

 

 

 

Thank you Sponsors!

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National Association of Insurance and Financial Advisors
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Phone: 877-866-2432
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