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  • The Accredited Estate Planner® Designation Explained

The Accredited Estate Planner® Designation Explained

  • Wednesday, February 26, 2025
  • 11:00 AM - 12:00 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.” Obtaining the designation allows AEPs to distinguish themselves from their peers as a true member of a client's 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.

The AEP designation 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 in obtaining the AEP designation.  

There is no cost to attend this virtual meeting and it is open to both members and non-members.

Speakers:

  • Susan Austin Carney, JD, Designation and Certification Administrator, National Association of Estate Planners & Councils (NAEPC)
  • Plus members of our NAEPC Engagement Committee

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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