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NICEP Mission:
Our
mission is to educate, promote, and support financial, legal, and tax
professionals who understand the needs of estate planning, enabling them to work
either alone or with other like minded professionals, with the goal of bringing
to every client a custom tailored estate plan designed not only to preserve,
protect, and pass on their wealth in the most efficient manner available under
the law, but permits each client to control their estate during their lifetime
even should they become incapacitated.
Attorney Jonathan M. Graham
NICEP Dean of Education
Jon is the principal instructor
for both the CEP®
and MCEP®
courses offered through NICEP. He is an active estate planning attorney and
resides with his wife and children in Plymouth, Massachusetts.
In addition to his legal practice, Jon is also a member of the Real Estate Bar
Association, the National Academy of Elder Law Attorneys, and is also an
attorney for the Abts Institute for Asset Preservation. He has a proven track
record as both a practitioner and a teacher in the estate planning arena,
particularly in the use of trusts, elder planning, and corporate and asset
protection strategies. Visit Jon's company website
HERE.
CLIENT
COMPLAINT PROCESS
As
part of our ongoing promise to provide Estate Planning proficiency through our
organization of Certified Estate
Planners, and to effectively monitor the use of
our CEP® designation, NICEP asks that clients experiencing a serious
problem
with a CEP®, file a written
complaint with our corporate office at:
NICEP
3811
Southland Ave.
Kokomo
,
All
properly presented complaints will be reviewed by the NICEP Board of Directors
and resolved appropriately.
Congratulations
to Frank J. Eberhart, CEP®
on the recent
publication of his latest book: The
Procrastinators Bible for Financial Success
Click the Book to purchase
at Barnes & Noble
It was
awarded a 5 star gold review from Clarion-Foreword magazine, a finalist for
literary book of the year from ReaderView, and won the very prestigious Jean
Carpenter-Backus for best book in financial management!
Frank is
also the author of
Seminar Marketing & Sales Training - Techniques for the
Financial Professional
&
Plan
Ahead: Protect Your Estate and Investments.
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| 2003 Copyright (c) National Institute of Certified Estate Planners |
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NICEP
is proud to be one of the leading
educational and support systems for estate planning professionals nationwide.
Our professional designations
CEP®
& MCEP®
are educational credentials that are
widely recognized by broker/dealers,
insurance companies, and many other national and regional estate planning organizations.
