Philadelphia Estate Planning Council

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  • The Accredited Estate Planner® Designation Explained

The Accredited Estate Planner® Designation Explained

  • Tuesday, January 11, 2022
  • 12:00 PM - 1:00 PM
  • Zoom Informational Session (Details to be sent the day prior to the program)

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Administered by the National Association of Estate Planners & Councils, the Accredited Estate Planner® designation means “I believe in the team concept of estate planning” and attainment allows designees to distinguish themselves to clients and among peers as a true member of the team. If you have a firm commitment to the collaborative approach of estate planning and want to cultivate multi-disciplinary relationships, this could be the professional designation for you.

It is awarded only to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.

If you are a credentialed professional looking to set yourself apart from the competition, please join this discussion to learn more about what is involved with obtaining the AEP designation.  

Speakers:

  • Susan Austin Carney, JD, Designation and Certification Administrator, National Association of Estate Planners & Councils (NAEPC)
  • Eileen Dougherty, CTFA, CFP®️, AEP®️, ChFC®️ , NAEPC Past President
  • Ann Marie Liotta, CPA, AEP®️, Cohn Financial Group

This is a free event for PEPC members and non-members.

Click here to download the handouts:

Tri-Fold Brochure

Consumer Brochure

Why Earn the AEP Designation

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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