NATIONAL INSITUTE FOR ESTATE PLANNERS (NIEP)

Professionals in the field of law, tax, banking, insurance, and financial services require a broad spectrum of updated information in order to provide estate-planning services. The National Institute For Estate Planners® and The Fellowship of Graduate Estate Planning Consultants® keeps the professional abreast of the latest estate planning principles by providing education, updates, support and marketing assistance regarding new developments, legislation, practices, and research.

Graduates Estate Planning Consultants (GEPC), participate annually in continuing education provided by the National Institute and Fellowship. This will help ensure that consultants remain as informed professional in the estate planning process.

TriSummit Investment Advisors is proud to offer Graduate Estate Planning Consulting (GEPC) services that adhere to the standards and ethics of The Fellowship of Graduate Estate Planning Consultants.

 

 



 

 



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