Local estate planning professionals earn AEP designation

 

BowenHeadShot
George M. Bowen
CAHIL
Edward F. Cahill

Essex County, MA – The Essex County Estate Planning Council (ECEPC), the North Shore’s organization for estate planning professionals, is pleased to announce that two of its members have recently been awarded the prestigious Accredited Estate Planner® designation by the National Association of Estate Planners & Councils (NAEPC).

Edward F. Cahill, JD, CFP, CLU, ChFC, of New York Life and Eagle Strategies LLC in Beverly, is the current president of the Essex County Estate Planning Council. George M. Bowen, CFP, AIF, of Capital Management Partners, LLC in Peabody, serves on the organization’s board of directors. Cahill and Bowen have decades of experience in the estate-planning field and both were nominated for the designation by fellow members of the ECEPC.

The AEP® designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. The AEP® designation is available to attorneys (JD), Chartered Life Underwriters® (CLU®), Certified Public Accountants (CPA), Certified Financial Planners™ (CFP®), Chartered Financial Consultants® (ChFC®), and Certified Trust and Financial Advisors (CTFA). It is awarded by the NAEPC to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation and character. An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in a yearly renewal and recertification process.

The Essex County Estate Planning Council holds regular educational and networking meetings on the North Shore. The Council’s next meeting will take place at Spinelli’s of Lynnfield on Thursday, Jan. 21 at 7:30am, and will feature Maureen Kelliher, CFA, of Cambridge Trust Company, who will discuss the “Economic Forecast for 2016.” Members, guests and prospective members are welcome. Please visit our website for event details and registration information.

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The NAEPC is a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards.  NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards.  NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need for estate planning. For more information about the Accredited Estate Planner® designation, visit http://www.naepc.org.

The Essex County Estate Planning Council, a growing group of over 100 estate planning, wealth management and affiliated professionals on the North Shore, provides educational and networking opportunities for its members and promotes idea sharing in a collegial and cooperative atmosphere. For more information about becoming a member of the Essex County Estate Planning Council, visit http://www.essexcountyepc.org.

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