AEP Informational Session

Date: Wednesday, January 6, 2016
Time: 4:30pm - 5:30pm
Location: TBD

Each year, the Milwaukee Estate Planning Forum, Inc. board can sponsor a limited number of members for the AEP (Accredited Estate Planner) designation granted by the National Association of Estate Planners & Councils.  This year, the board is hosting an informational session at 4:30 p.m. on January 6, 2016, for members interested in learning more about the AEP designation and this sponsorship opportunity.

To be eligible for board sponsorship, a member must satisfy a number of criteria, including the following:

     1)  At least 15 years of experience engaged in estate planning and estate planning activities;

     2)  At least 1 year of membership in the Forum;

     3)  Demonstrated active involvement in the Forum; and

     4)  Regular attendance at Forum meetings.

If you believe you meet these criteria and are interested in attending this informational session, please register for this event no later than December 10, 2015.  The meeting location will be sent to those members attending the session after the location has been finalized.

Thank you.

See Upcoming Event Calendar