"N" to the Third Power: Networking, New Members and Nominating AEP Designees

Date: Tuesday, April 24, 2018
Time: 11:45am - 1:15pm
Location: Marina Inn, South Sioux City, NE
Speaker: Christie Finnegan, SEPC President and Executive Director

NETWORK:  Time to celebrate the near-end of another great Estate Planning Council programming year and promote our association to potential new members!

NEW MEMBERS:  Current members: grab an attorney, accountant, life underwriter, financial advisor, trust officer, non-profit development executive, or another professional substantially involved in estate planning and bring them as your guest. Bring several guests TO THIS. This event will be a great opportunity to network with other planning professionals and learn more about our interdisciplinary organization and its member benefits. You might even be surprised and learn a thing or two yourself that you did not know about your membership!


Council Nominated AEP® Program

In 2004, the NAEPC board of directors created the Accredited Estate Planner® (AEP®) Council Nomination Program, which offers all estate planning councils affiliated with NAEPC the honor and privilege of nominating practitioners to obtain the AEP® designation. This program was created in recognition of the fact that local council leaders are in a unique position to know who within the council deserves the honor of being awarded the AEP® designation and meets all of the qualifications to do the same.

Councils are entitled to nominate, by board resolution, candidates in each of the four recognized disciplines (attorney; accountant; insurance and financial planning; and trust officer) on an annual basis

**The designation is available to credentialed professionals in the following disciplines – accounting (CPA); insurance and financial planning (CLU®, ChFC®, CFP®, CPWA®); legal (JD); philanthropy (CAP®, CSPG); and trust services (CTFA) – who are devoting at least a third of one’s professional time to estate planning. Eligible applicants must meet stringent qualifications at the time of application and commit to ongoing continuing education and recertification requirements.

  • With a minimum of 5 years of experience, the designation is available after taking two courses through The American College.  For information about courses offered through The American College, please click HERE.
  • For those individuals who have 15 years of experience or more, one may choose to be exempt from the required graduate-level courses in estate planning.

This is a free event for both current members and guest potential members. RSVP by Monday, April 23.


Event Details:

11:45 am Social

12:00pm Lunch

12:10pm Business/Announcements

12:15pm Presentation

1:15pm Conclusion


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