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Event Date | Wed Mar 11 EDT (over 5 years ago) |
Location |
Fiddler's Elbow Country Club
811 Rattlesnake Bridge Rd #2824, Bedminster, NJ 07921, USA |
Region | Americas |
A goal of the NAEPC is to encourage specialization programs to increase recognition and acceptance of estate planning as a specialty. NAEPC has two separate and distinct specialization programs:
• Accredited Estate Planner® (AEP®) is available to individuals in the disciplines of accounting, insurance, law, philanthropic, trust services, and insurance & financial planning who have met the requisite requirements, including estate planning experience and recommendations by colleagues, and may require completion of certain graduate estate planning courses. All individuals obtaining the AEP® designation must demonstrate a continued commitment to the team approach to estate planning and adhere to a strict code of ethics.
• Estate Planning Law Specialist (EPLS) is available to attorneys practicing in the estate planning arena. Attorneys who become Board-certified under this program demonstrate a high level of professionalism and commitment to the concept of specialization. This program is run by The Estate Law Specialist Board, Inc., an attorney-run subsidiary of the National Association of Estate Planners & Councils.
2020 Speakers
Kimberly Snavely
Marie Tormey
Jodi Friend
Michael Foncannon
Kelli Christensen
2020 Sponsors
• PNC Wealth Management