Manning & Napier

WELCOME!

The Board of Directors of the National Association of Estate Planners & Councils has named the Central New York chapter as a 2021 “5 Star” Council!  Our council leaders will continue to work hard to provide an exceptional level of service and great events to our members. 

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Thank you Tom Griffith!

Tom Griffith (outgoing President) is presented with plaque from William Davies (incoming President).  Thank you Tom for your dedication to the Council.

 

William Davies presenting Jennifer Alfieri and Andrew Schaffel with their Accredited Estate Planner® (AEP®) designation certificates.  Administered by the National Association of Estate Planners & Councils, The Accredited Estate Planner® designation is awarded only to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.   The holder of an AEP® designation believes in the team concept of estate planning.  Congratulations Jen and Andy!


Estate Planning Council of Central New York is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.