Honored as an Accredited Estate Planner® (Distinguished) designee by the National Association of Estate Planners & Councils
Cleveland, Ohio – 21DEC2017 — The National Association of Estate Planners & Councils (NAEPC) is pleased to recognize Vincent M. D’Addona MSFS, CLU®, ChFC®, CExP, RICP® as an entrant into the Estate Planning Hall of Fame® as a recipient of the Accredited Estate Planner® (Distinguished) Designation for 2017.
This award was presented on Friday, November 17, 2017, during the NAEPC’s 54th Annual Conference at The Roosevelt New Orleans, where nationally-recognized leaders in estate planning presented comprehensive and multi-disciplinary educational sessions as part of the two-day program.
Vince is one of only six estate planning professionals to receive this prestigious award in 2017, which is given annually in recognition of lifetime achievement and outstanding contributions to the practice and profession of estate planning within the professional disciplines of accounting, insurance and financial planning, law, philanthropy, trust services, and academia.
Strategies for Wealth senior associate
Vince is a senior associate with Strategies for Wealth in New York City with 38 years of experience providing financial planning, charitable planning, estate planning, retirement planning and investment services to a variety of clients and organizations. He is a nationally known practitioner with The Living Balance Sheet®. He serves on the Living Balance Sheet® design team and is a Living Balance Sheet® faculty member. In 1992-1993, Vince served as President of the Executive Committee of Guardian Life’s Leaders Club, and has served on Guardian’s Field Product Committee for over 25 years. He has served as a sub-committee chair for the AALU 2010 annual meeting, in addition to being a featured speaker in 2005.
Vince is a Life and Qualifying member of MDRT, Court of the Table for 28 years and Top of the Table for 14 years, and has spoken at the MDRT National Meeting. He has 31 consecutive Guardian Life’s President’s Council Qualifications. Vince is an active member in several other industry organizations, including the Financial Planning Association, the National Association of Insurance and Financial Advisors, The Forum400 and the Association for Advanced Life Underwriting. He has served as president of the New York City Chapter of the Society of Financial Services Professionals, and on the boards of the New York City Association of Insurance and Financial Advisors and the New York Estate Planning Council. He has been nominated to the board of the Forum400.
Vince has authored or co-authored articles on estate planning and other business planning topics that have appeared in the Estate Analyst, LISI and Wealth Management Business. He has taught on estate planning matters for financial advisors for over 25 years and is a frequent speaker for Guardian Life’s Advanced Planning Department.
NAEPC President Paul S. Viren, CLU®, ChFC®, AEP®, states “We are honored to elect Vince as a member of the Estate Planning Hall of Fame® Class of 2017. Each member has excelled in not only his own professional discipline, but is also recognized as an elite estate planning professional by other members encompassing all areas of the estate planning community. In addition to their own practice expertise, these honorees share their knowledge with others nationally, through their writings in professional publications and speaking engagements. We are all grateful for the exemplary leadership they have exhibited throughout their careers.”
NAEPC is a national organization of professional estate planners and affiliated local estate planning councils dedicated to establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards and promotes a team approach to estate planning using the skills of the various disciplines to better serve the client’s needs. Furthermore, NAEPC awards and administers the Accredited Estate Planner® (AEP®) designation, the only multi-disciplinary graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.
Vince D’Addona, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 120 Broadway, 37th Floor New York, NY 10271. phone: 212.701.7900. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. The Living Balance Sheet® and The Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2017 Guardian. 2017-50516 Exp. 11/19