Ten Things Your Clients are Most Confused About With Estate Planning

Date: Wednesday, March 23, 2016
Time: 11:45am - 1:00pm
Location: Marina Inn
Speaker: Ronald Cepikoff

Ronald Cepikoff
CEP ®, AEP®, CTEP®, CLU®, ChFC®
Senior Vice President
Estate Planning Coordinator
ronald.cepikoff@stifel.com


Professional Qualifications of Our Speaker:

  • 35 years of experience in estate planning, insurance, and investments
  • Certified Estate Planner designation, National Institute of Certified Estate Planners
  • Recipient of the Chartered Financial Consultant designation, American College
  • Accredited Estate Planner Certification, graduate degree, National Association of Estate Planners & Councils
  • Chartered Trust and Estate Planner designation, American Academy of Financial Management
  • Recipient of the Chartered Life Underwriter designation, American College
  • Series 7 (General Securities Representative), Series 8 (General Securities Sales Supervisor), Series 24 (General Securities Principal), Series 65 (Investment Advisor Representative), and Life and Health Insurance licenses
  • Past President National Association of Insurance and Financial Advisors, Pittsburgh Association
  • Member, Golden Key Society, American College
  • Member, Estate Planning Council of Pittsburgh
  • Member, National Association of Estate Planners & Councils
  • Member, National Institute of Certified Estate Planners
  • Member, American Academy of Financial Management
  • Past Vice President of The Make A Wish Foundation of Western Pennsylvania

Ron is the Estate Planning Coordinator for Stifel and works with valued clients of the firm, and their attorneys and CPAs, with over 35 years of experience in estate planning, insurance and investments. Ron lives in Pittsburgh, PA and travels nationally helping Stifel clients get their financial house in order.

 

NEW MEMBER TO APPROVE: Attached is the membership application from Kelsey Bankey from Sterk Financial. In addition to submitting your meeting RSVP, please vote on her membership. Thank you!

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