The Estate Planning Council of Cleveland will be recognized as a 5 Star Council by the National Association of Estate Planners and Councils as a part of the Leonard H. Neiman and Walter Lee Davis, Jr. Council of Excellence Award program.
CLEVELAND, Ohio /Mortgage and Finance News/ — The Estate Planning Council of Cleveland will be recognized as a 5 Star Council by the National Association of Estate Planners & Councils as a part of the Leonard H. Neiman and Walter Lee Davis, Jr. Council of Excellence Award program.
This honor was created in 2014 to recognize estate planning councils that have demonstrated a high level of achievement in areas critical to a successful membership experience.
“We are looking forward to the award ceremony scheduled on Wednesday, November 18, 2015 during the 52nd Annual NAEPC Advanced Estate Planning Strategies Conference on Amelia Island, Florida. The estate planning councils being recognized as 5 Star Councils provide a high level of member service and are contributing to the success of not only their members, but to the estate planning community as a whole,” NAEPC President Jordon N. Rosen, CPA, AEP(R) said.
The Council of Excellence Award is named for two individuals who truly sought to strengthen the bond between NAEPC and its affiliated councils during their terms on the board. Walter Lee Davis, Jr. served as president of the association in 2008 and was instrumental in forming the Council Relations Committee, a group of volunteer members who are charged with being a liaison between affiliates and the national association. Leonard H. Neiman served the association as a board member for over fifteen years and worked tirelessly to gather information about estate planning councils from around the country.
About The Estate Planning Council of Cleveland:
The Estate Planning Council of Cleveland is a multi-disciplinary membership organization whose core belief is that the team concept of estate planning best serves the client. Attorneys, trust officers, accountants, insurance and financial planners, planned giving professionals, and allied professionals are admitted to membership. Founded in the 1930s, the council provides its over 425 members with a forum for networking and unparalleled education.
The council is a member of the National Association of Estate Planners & Councils, the leading professional organization for estate planners, which provides its 1,800 Accredited Estate Planner(R) designees, and 260 affiliated local estate planning councils and their 29,000 members with ongoing education and a national forum for professional networking. Learn more at: http://www.epccleveland.org/.
For additional information contact: Michael T. Novak, CPA, PFS, AEP(R), President, Estate Planning Council of Cleveland, at firstname.lastname@example.org or 216-367-0680.
Related link: http://www.epccleveland.org/
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