The Centurion Family is pleased to announce Founding Partner and Certified Senior Advisor, Wendy Ann Payne has completed the advanced course work, passed the qualifying examination and has earned the designation of Certified Estate PlannerTM, CEP®.
The Certified Estate PlannerTM, CEP® credential is only awarded to professionals who meet special requirements of education, experience, knowledge, professional reputation and character.
The National Institute of Certified Estate Planners (NICEP) is one of our nation’s foremost professional educational and support organizations in the area of estate planning. Their graduates are some of the most sophisticated and astute Financial Advisors, Attorneys and CPAs in the industry.
As you know, our mission at Centurion Wealth is to provide forward-thinking wealth management solutions. Death is inevitable. Having a well-written estate plan that ensures your assets will pass on according to your wishes, in a tax-efficient manner, while minimizing the burden on your heirs is a vital part of managing your financial plan. Centurion is thrilled to offer more in-depth estate planning expertise and services which will enhance our clients’ experience.
As Centurion Wealth’s Certified Estate PlannerTM, CEP®, Wendy looks forward to providing educational opportunities through workshops and individual consultations with those who want to learn more about estate planning.
Again, congratulations Wendy!