Martin County Estate Planning Council 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.
January 21, 2021
January ZOOM Meeting
Alvina Lo, Chief Wealth Strategist & Stuart Smith III, National Director, Business Value Strategies, Wilmington Trust and M & T Emerald Advisory Services TM with Philanthropic Organization Sponsor - The Garwood Foundation