Board of Directors Vice President Geoff Sargent
Member Michael Schwartz
The National Association of Estate Planners and Councils recently awarded Geoff Sargent and Micahel Schwartz with the AEP (Accredited Estate Planner) designation. This designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. To find out more about NAEPC and the AEP click here.