Clarkston Capital

Virtual AEP Event: Navigating the Current Charitable Planning Landscape: Tips for Professional Advisors

Date: Wednesday, May 19, 2021
Time: 12:00pm - 1:00pm
Location: Virtual
Speaker: Ginger F. Mlakar

CAEPC's Virtual AEP Event


*Event is eligible for one hour of AEP CE. Event has been approved for one hour of CFP credit. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.*

LUNCH WILL BE PROVIDED VIA DELIVERY FROM PANERA BREAD. Please include your order and delivery address in your registration. *One meal per registration.* Food will be delivered between 11:00 a.m. and 12:00 p.m. Click here to view the menu!

Interested in obtaining the Accredited Estate Planner® designation?  A council nomination will provide a 50% discount on the application fee and will reduce the 15 years’ estate planning experience requirement to 10 years for exemption from the education courses.

Please see the following link for more information about the AEP® designation on the CAEPC site:

The FAQ page on the NAEPC site is also helpful:

Attorneys, please note: While there are still many benefits with being an AEP® designee, currently the State Bar of Arizona does not allow attorneys to use the designation in marketing/advertising. 

To be considered for council nomination, please send a resume to the CAEPC AEP® Committee Chairs: or  You may also call with questions: Tim at 480-771-7526, ext. 104, or Lisa Sullivan at 480-883-6812.

See Upcoming Event Calendar