SIOUX CITY – Thomas Borchert of www.RetiringOK.com recently attended the national board meeting and Advanced Estate Planning Strategies Conference of the National Association of Estate Planners and Councils in New Orleans.
The National Association of Estate Planners and Councils (NAEPC) is the preeminent organization for estate specialists who are attorneys, CPAs, trust officers, charitable and financial planners. Borchert has been an Accredited Estate Planner (AEP) for 34 years and a member of the national board of directors for the past nine years. He is currently responsible for the monthly webinar series featuring the most acclaimed speakers in estate planning, and serves on the committee that regulates the designation “Accredited Estate Planner,” where he reviews applications for the designation.
For 38 years Borchert has been an insurance agent, manager, registered representative and financial planner.