Debra Whitney, CFP®, CAP®, AEP®, MS, was among a group of seven advisors in the Boston community who received the AEP® designation. Each year, the Boston Estate Planning Council (BEPC) nominates a limited number of its members for the Accredited Estate Planner® (AEP®) designation. The designation is awarded by the National Association of Estate Planners & Councils (NAEPC) and recognizes excellence and proficiency in the field of estate planning. Following a nearly eight-month-long process led by the Council Outreach Committee, Deb Whitney was awarded the designation.
Learn more about Deb Whitney here.
Learn more about BEPC here.
