In Recognition

Boston Estate Planning Council Receives Its Second Consecutive "Council of Excellence" Award

NAEPC recognizes those creating a ‘strong multi-disciplinary environment’ for planners

WAKEFIELD, Mass. – Sept. 27, 2016 — The Boston Estate Planning Council (BEPC), a multi-disciplinary community of over 700 estate and wealth planning professionals, today announced that it has received the Leonard H. Neiman and Walter Lee Davis, Jr. Council of Excellence Award for the second consecutive year.

This is the highest honor the National Association of Estate Planners & Councils (NAEPC) can bestow. BEPC shares this year’s award in the largest size category with the Cleveland Estate Planning Council.

The award, first given out in 2015, recognizes councils that successfully provide a strong multi-disciplinary environment for estate planning professionals within their community, and honors those councils that work to grow their programs and services and to provide an exceptional member experience. Award recipients will be honored at a ceremony during the NAEPC Advanced Estate Planning Strategies Conference Council Leadership Day, November 16, 2016 in Litchfield Park, Arizona.

“We are honored to receive our second consecutive Council of Excellence Award from the NAEPC,” said Dan Flanagan, Canby Financial Advisors, President, Boston Estate Planning Council. “Our dedicated member volunteers are the ones who deserve this recognition, for their commitment and untiring efforts during the year that have benefitted our membership, their clients and the community.”

BEPC is a member of the NAEPC, the leading professional organization for estate planners, which provides ongoing education and a forum for professional networking to its 1,800 Accredited Estate Planner® designees, and to 260 affiliated local estate planning councils and their 29,000 members. BEPC and its members will receive additional benefits from the NAEPC as part of the award.




About BEPC
The Boston Estate Planning Council (BEPC) is a multi-disciplinary community of over 700 estate and wealth planning professionals. The Council provides educational programs and networking opportunities to help its members build and strengthen relationships, learn about ideas and strategies, and share thought leadership.
The Boston Estate Planning Council is one of the oldest and largest interdisciplinary estate planning councils in the country, tracing its roots back to 1930. The Council is an active affiliate of the National Association of Estate Planners & Councils (NAEPC). More information is available here.