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Would you like to become a CCEPC member? If you would prefer to pay by check, please:
(a) print out and complete a
(b) mail a check [made payable to "CCEPC"]
to:
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CCEPC 28 West Market Street West Chester, PA 19382 610-696-8211 (t) 610-696-8213 (f) info@chescoepc.org www.chescoepc.org |
AEP® Designation
Congratulations to AEP®
Awardees:
Marc Riddell, CPA, CVA, Fisher Cunnane & Assoc.
(Former CCEPC President Dean Walters presenting Award)
James Ruggiero, Jr., Esq., Ruggiero Law Office LLC
Steve McGann, CTFA, DNB First
Read the Press
Release
Apply for
AEP®
Designation
The National Association of Estate Planners & Councils
(NAEPC) is a national organization
of professional estate planners and affiliated estate
planning councils focused on establishing and monitoring the highest
professional and educational standards. NAEPC fosters public awareness of
the quality services rendered by professionals who meet these standards.
NAEPC builds a team approach involving cross-professional disciplines to
better serve the public's need in estate planning.
See NAEPC mission
statement
and
Code of Ethics.
The Chester County Estate Planning Council is a member of NAEPC.
Accredited Estate Planner® Designation
Professional estate planners can now achieve an accreditation that
acknowledges their experience and specialization in estate planning. The
Accredited Estate Planner® designation is available to attorneys, Chartered
Life Underwriters, Certified Public Accountants, Certified Trust and
Financial Advisors, Chartered Financial Consultants, and
Certified Financial Planners®.
The AEP® designation is awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
Each year, the Chester County Estate Planning Council can award up
to 2 AEP
designations in each of the 4 allied professions.
To apply for this designation, please fill out and return the AEP® Designation application (see below) locally to the CCEPC Administrator at info@chescoepc.org. Once received, the CCEPC Administrator will submit your application to the CCEPC AEP committee for review. For detailed questions, contact Jordon Rosen, CPA, AEP at jrosen@belfint.com. Jordon is CCEPC’s liaison to NAEPC.
Apply for AEP® Designation
Information on AEP® Designation Qualifications and Requirements
Annual AEP dues are $125 effective 1/1/11.