McAlpine Named an ACCREDITED ESTATE PLANNER® Designee
Peoples Bank Wealth Management Group President Mike McAlpine was recently named an ACCREDITED ESTATE PLANNER® Designee by the National Association of Estate Planners & Councils. Mike joined Peoples Bank in 1999, and has been working with clients with trust and estate administration services for more than 30 years. Mike also holds his CTFA, CISP and AFIMTM designations.
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).
It is awarded by the National Association of Estate Planners & Councils 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 NAEPC is a national organization of professional estate planners and affiliated local estate planning councils 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.
Van Heuvelen Elected President of Iowa Trust Association
About the Iowa Trust Association
The Iowa Trust Association is a state-wide trade association comprised of Iowa banks with trust departments and companies working in the areas of trust, estate, financial or charitable planning. Our mission is to promote the success of our industry and corporate fiduciaries throughout Iowa. To fulfill that mission, we use a community of industry professionals to provide tailored education, information and advocacy services meeting the unique needs of our members. To learn more, click here.