New Elder Planning Counselor (EPC) designation!

new epc designation

We’re excited to share some wonderful news — Jennifer has officially earned her Elder Planning Counselor (EPC) designation!

This milestone reflects Jennifer’s commitment to learning and her passion for helping clients feel confident and supported through every stage of life. The EPC program provides specialized training in the financial, emotional, and lifestyle considerations that come with retirement and aging — areas where Jennifer’s empathy and experience truly shine.

With this designation, Jennifer can provide even more thoughtful guidance, helping clients navigate the next chapters of their lives with confidence and peace of mind. We’re proud to celebrate her achievement and the meaningful difference she makes for our clients every day.

WHAT WE DO

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LIFE STAGES

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