A comment from a "Charter Member"

“The program delivered exactly what I sought, and more.  I expected to be educated but not impassioned.  I've always been a planner, and believe in planning.  Unfortunately like others, client resistance to engage in the process has worn me down.  No more.  The EPC designation program gave me a booster shot.  It is no longer optional in my practice.”

Kathryn Kruivitsky, CA., CIM., FMA., FCSI., EPC
 

A quote from Mr. Peter Wouters, Faculty Chair AIEPS

“Anyone interested in developing a specialty and acumen in the unique needs, wants and issues of today’s and tomorrows elder population will find this a very worthwhile program. We are confident that much of what you will learn you will not have picked up elsewhere, certainly not in a format geared to actionable items and developing deep meaningful relationships with elders, beyond the numbers and figuring out how much is enough.”

1. An International educational Designation program specifically designed for American Professionals who serve our “greying” American society.

2. Recognized and approved by ALL State Financial Services Regulatory bodies.

3. All of the American Initiative for Elder Planning Studies Faculty have earned their EPC designation and are considered to be experts in their own right.

4. Members have ongoing access to the Faculty for advice and suggestions pertaining to their individual profession.

5. The EPC Designation program includes skills that will enhance your communication with American Elders of today and tomorrow!

6. Study materials include three desk reference volumes containing over 1200 pages of valuable information and facts pertaining to present and future American Elders.

7. All members are given a resource CD that contains Federal and State Resources and website addresses designed to assist the EPC when communicating with Elders.

8. Distance learners are provided with a complete set of DVD’s containing all the live lectures.

9. Access to the EPC Member’s only website which contains timely information and useful updated educational materials and member discounts.

10. Members only E mail newsletters containing useful ideas, articles and timely information.

11. Discount tuitions when 10 or more from the same company attend the same class.

12. Corporate discounts are available for private classes of 25 or more when held at your location.

13. Members are listed on a public website.

14.  An EPC Member Board dedicated to ensure that AIEPS Best Practices procedures are followed.

15.  Advanced seminars and Annual Conferences designed to provide further Elder education to ensure members are kept up to date with the most recent elder issues.

Are you convinced that your elder or senior clients are convinced that you add value? The elders of today and tomorrow have a complete set of unique issues and concerns that they feel need to be addressed as a package in order to best handle their affairs.  

Our specialized faculty will mentor with you about the many essential and timely topics that the 50+ populations in the USA say are the most relevant issues for them, and they look to professionals who can guide them in and through retirement.  Critical issues will be covered such as: health and care giving concerns and options, chronic illnesses, marketing to elders and end of life planning,  financial planning, estate planning, taxation, investments and more are all discussed as they pertain to the unique issues priorities and interests of an aging population..  Many health, social needs and related topics such as: Long Term Care, Critical Illnesses, Government Benefits, , as well as associated legal issues and strategies will be discussed. We also have Guest Faculty that specialize in timely and important "Elder" issues in some locations.

Your Clients will be seeking out the Elder Planning Counselor in their Community who has demonstrated a commitment to professional development with a specialty in dealing with an aging population.   Be there for them! As such, this program will be of value to any profession dealing with elders.

What if your next client sought YOU out!

Value Added Benefits For Members Only