Day: November 27, 2019

Congratulations to Andrew Gipner for Completion of the ACCREDITED ESTATE PLANNER® Designation

Andrew Gipner has obtained the ACCREDITED ESTATE PLANNER ® designation. It is awarded by the National Association of Estate Planners & Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.

The Accredited Estate Planner® (AEP®) designation is a graduate-level, multi-disciplinary specialization in estate planning,obtained in addition to already recognized professional credentials within the various disciplines of estate planning. The AEP® designation is available to actively practicing attorneys (JD) and Certified Public Accountants (CPA); or those currently designated as a Chartered Life Underwriter® (CLU®); Chartered Financial Consultant® (ChFC®); Certified Financial Planner (CFP®); Chartered Financial Analyst (CFA); Certified Private Wealth Advisor® (CPWA®); Chartered Advisor in Philanthropy® (CAP®); Certified Specialist in Planned Giving (CSPG); or Certified Trust & Financial Advisor (CTFA).

The NAEPC is a national organization of professional estate planners and affiliated local estate planning councils (including the Financial & Estate Planning Council of Huntsville in which both Andrew Gipner and Jessica Smith are members) focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need for estate planning.

Andrew’s completion of the designation also brings the advancement of knowledge to the rest of the team as a whole while contributing to one of Longview’s Core Values of teamwork and collaboration for the betterment of the firm and our clients.


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