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DTSTART:20160323T164500Z
DTEND:20160323T180000Z
LOCATION:Marina Inn
UID:1247920160323T164500ZTen Things Your Clients are Most Confused About With Estate Planning
DTSTAMP:20260514T143838Z
DESCRIPTION:\nRonald Cepikoff\n CEP ®, AEP®, CTEP®, CLU®, ChFC®\n Senior Vice President\n Estate Planning Coordinator\n ronald.cepikoff@stifel.com\n ------\n\nProfessional Qualifications of Our Speaker:\n 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 \nRon 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.\n \n \n \nNEW 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!\n
SUMMARY:Ten Things Your Clients are Most Confused About With Estate Planning - Siouxland Estate Planning Council, Inc. 
PRIORITY:3
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