top of page
  • Writer's pictureKim Heyman, JD, LLM, AEP

NAEPC: Your Membership Benefits

NAEPC benefits for PEPC members

The PEPC is a member of the National Association of Estate Planners & Councils (“NAEPC”).  As a member of our council, you are as well!  NAEPC provides us all many benefits.  The NAEPC website is www.naepc.org.


Member Benefits

NAEPC serves estate planning councils with goals of excellence in estate planning, education, and collaboration.  In addition to providing great networking opportunities, among your benefits as a member are access to:


  • The NAEPC Journal of Estate & Tax Planning, which provides regular updates on important information regarding the world of estate and tax planning

  • Professional designations like the Accredited Estate Planner® (“AEP®”)

  • The Robert G. Alexander Webinar Series, providing estate planners with high quality, multi-disciplinary and supplemental education

  • An outstanding annual conference with high-caliber speakers


Annual Conference 

Talking of which, mark your calendar for the 61st Annual NAEPC Advanced Estate Planning Strategies Conference, which will be held in Anaheim, California from October 20-24, 2024.  The Conference provides an amazing opportunity to build and cultivate relationships and to learn from nationally renowned speakers.

 

Get your designation

Following the NAEPC Engagement Committee held a virtual education program, “AEP® Explained” early this year, we received three requests for Board nominated AEP® applications and the Board resoundingly approved the nominations of three outstanding candidates for the AEP® designation!

 

In addition, we have a number of PEPC members who have joined NAEPC national committees.  The time commitment is manageable and the rewards tremendous (as least that has been our experience). 

 

If you are interested in serving on our NAEPC Engagement Committee or want to know more about NAEPC or our committee, please reach out to one of us.

 

NAEPC Engagement Committee Co-Chairs

37 views

Recent Posts

See All

Comments


bottom of page