The NAEPC Education Foundation
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The NAEPC Education Foundation is grateful for the support of many affiliated local estate planning councils and individual designees for their contribution during calendar year 2011. They are:
Affiliated Local Estate Planning Councils
Estate Planning Council of Central New York
Estate Planning Council of Riverside County
Southern Nevada Estate Planning Council
Tallahassee Regional Estate Planning Council
Individuals
Joanna Averett, MBA, CFP®, AIF®, AEP®
Hartman Axley, CLU®, ChFC®, JD, CFP®, MSFS, RHU, AEP®
Kathleen J. Belmonte, CTFA, AEP®
William J. Braun, CLU®, ChFC®, AEP®
Christopher M. Brown, JD, AEP®
Cindy D. Causby, CTFA, AEP®
Franklin B. Cornelius, CLU®, ChFC®, AEP®
Walter Lee Davis, Jr., Atty, CPA, AEP® , EPLS
James N. Donaldson, CTFA, AEP®, TEP®
M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®
Charles V. Douglas, JD, CFP®, AEP®
Joseph V. Falanga, CPA, AEP®, TEP
John P. Garniewski, Jr., CPA/PFS, CFP®, AEP®
Pettus C. Gibbons, MEd, CLU®, ChFC®, LUTCF, AEP®
L. Henry Gissel, Jr., LL.B., AEP® (Distinguished)
Robert P. Goodman, CPA, AEP®
Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM
Charles C. Ives, AEP®
Christopher P. Jakyma, JD, CTFA, AEP®
William D. Kirchick, Atty, AEP®
Mark W. Knobel, Atty, AEP®
Keith M. Lichtcsien, CFP®, AEP®
M. Joan McCarthy
Clark B. McCleary, CLU®, ChFC®, MSFS, AEP® (Distinguished)
A. Stephen McDaniel, JD, AEP®, EPLS
Richardson B. McKenzie, III, JD, LL.M. (taxation), AEP®
Thomas V. Meaglia, CLU®, ChFC®, MSFS, AEP®
Cassandra E. Miller, TO, CTFA
Leonard H. Neiman, AEP® , CLU®, ChFC®
Raymond G. Noblit, CLU®, ChFC®, CFBS, AEP®
Loretta Nolan, CFP®, AEP®
Amy E. O'Bannon, CTFA
Robert L. Perez, CPA/PFS, AEP®
Jerry L. Picucci, CPA, AEP®
A. Duer Pierce, Jr., CLU®, ChFC®, AEP®, CAP
John Wood Rittenhouse, Jr., CLU®, ChFC®, AEP®
Mark Roby, CFP®, ChFC®, CLU®, RHU, MS, AEP®
Jordon N. Rosen, CPA, MS (taxation), AEP®
Valentino Sabuco, CFP®, AEP®
Ian M. Sammis, JD, AEP®
Harold Schwartz, Jr., LL.B., LL.M., CLU®, ChFC®, RHU, REBC, FLMI, CEBS, AEP®
Gregory E. Sellers, CPA, AEP®
Robert C. Slane, CLU®, AEP®
Robert F. Uhrig, CPA, AEP®
Gail L. Waldman, CFP®, AEP®
Nancy H. Weingard, CLTC, CFP®, AEP®
*list current as of 12/27/2011
We can't meet our goals alone! Please consider making a personal contribution to The NAEPC Education Foundation or one on behalf of your affiliated local estate planning council. Clicking on the links below will open a printable form which may be returned to the postal mailing address or fax number at the bottom of the page. As an alternative, you may click "Donate Now", an online contribution option that offers a printable receipt at the conclusion of your donation.
Please contact NAEPC for more information about promotional programs and support opportunities, including the annual conference.
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