National Association of Estate Planners and Councils
 
Intro Officers Adv Board Contributors Contribute Documents/Reports

 

Contributors

The NAEPC Education Foundation is grateful for the support of many affiliated local estate planning councils and individual designees for their contribution during 2015.  They are:

Affiliated Local Estate Planning Councils

Estate Planning Council of the Lehigh Valley
Norfolk & Plymouth Estate & Business Planning Council
Omaha Estate Planning Council

Individuals

S. Mark Alton, CFP®, ChFC®, CLU®, CAP®, AEP®, MSFS, CPWA®
James S. Aussem, JD, AEP®
John D'Arcy Becker, CLU®, AEP®
Kathleen J. Belmonte, CTFA, AEP®
Thomas M. Borchert, CLU®, ChFC®, AEP®, CLTC, MA, LUTCF
Jerry D. Coats, CLU®, ChFC®, AEP®
Vincent M. D'Addona, CLU®, ChFC®, AEP®, RICP, CExP™
Walter Lee Davis, Jr., Atty, AEP®, CPA, EPLS
M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Charles V. Douglas, JD, CFP®, AEP®
Carlos Duran
Thomas M. Forrest, TO, CPA, AEP® (Distinguished)
B. Wade Garber, CFP®, REBC®, RHU®, LUTCF, AEP®, CLU®
John P. Garniewski, Jr., CPA/PFS, CFP®, AEP®
Pettus C. Gibbons, MEd, CLU®, ChFC®, LUTCF, AEP®
Robert P. Goodman, CPA, AEP®, CFP®
Charles C. Ives, AEP®
Christopher P. Jakyma, JD, CTFA, AEP®
Al W. King, III, JD, LL.M., AEP® (Distinguished)
Lawrence M. Lehmann, JD, AEP®
Lawrence J. Macklin, Esq., CPA, AEP®
M. Joan McCarthy
A. Stephen McDaniel, JD, AEP®, EPLS
Thomas V. Meaglia, CLU®, ChFC®, MSFS, AEP®, IAR, BS
John J. Meyer, CLU®, ChFC®, AEP®
Loretta Nolan, CFP®, AEP®
Jerry L. Picucci, CPA, AEP®
John Wood Rittenhouse, Jr., CLU®, ChFC®, AEP®
Jordon N. Rosen, CPA, MST, AEP®
Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®
Michael J.A. Smith, CTFA, AEP®
Carol E. Tully, JD, CPA, AEP®
Jeffrey M. Turner, CFP®, CLU®, ChFC®, MBA, AEP®
Robert F. Uhrig, CPA, AEP®
Gerald A. Youngs, AEP®

*list current as of 12/31/15

We can't meet our goals alone!  Please consider making a personal contribution to The NAEPC Education Foundation or one on behalf of your affiliated local estate planning council.  Clicking on the links below will open a printable form which may be returned to the postal mailing address or fax number at the bottom of the page.  As an alternative, you may click "Donate Now", an online contribution option that offers a printable receipt at the conclusion of your donation.

 

Secure Online Contribution Form

 

Individual or designation holder contribution form
Affiliated local estate planning council contribution form

 

Follow Us: LinkedIn YouTube Mailing List

Find an
ESTATE PLANNER

Find an
ESTATE PLANNING COUNCIL


Robert G. Alexander 
Webinar Series


Yearly Subscription Available!




‚ÄčFor Accredited Estate Planners® Only:

Annual Renewal & Recertification

Log in HERE to access AEP only benefits, including


Frequently Asked Questions for estate planners and councils

Estate Planning Hall of Fame®