financial planning news & resources

News & Resources

Unbiased, independent financial planning news and resources to help guide you in your financial planning journey.

News and Resources | Squam Lakes Financial Advisors
National Association of Estate Planners & Councils
Estate Planning

What’s an Accredited Estate Planner?

The AEP® designation is conferred upon those individuals who meet its stringent admission standards which include, among other things, significant prior experience in estate planning activities and material formal education in the subject matter.

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