Brian P. Boak is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC).  His offices are in New York City, NY and Florham Park, NJ.

Brian P. Boak started his insurance career over thirty years ago as a Prudential agent, then managing a staff of agents, finally partnering with an agent to grow a successful financial planning office. For the last nineteen years, Brian has specialized in working with family offices and advisors of highly successful families providing risk management for their personal property, liability and lifestyle exposures. Brian started educating advisors in the early 90’s, teaching for The American College. His current program, The Missing Piece of Financial Planning – Property and Casualty™, is provided for Estate Planning Councils, Advisory firms, Universities, and organizations working with highly successful families. Brian is with USI, one of the top-ten insurance brokers with over 150 offices nationwide providing risk management and insurance services in the private client, commercial and employee benefit areas.

The Accredited Estate Planner® (AEP®) designation is a graduate level, multi-disciplinary specialization in estate planning. It is awarded by the National Association of Estate Planners & Councils 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 an annual renewal and recertification process.

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.                      

Welcome to the Council!

Welcome to the Council!

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.

 Congratulations gentlemen!

The National Association of Estate Planners and Councils recently awarded Stephen 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.

 Be sure to offer your congratulations to Stephen at the next EPCNYC event!