The National Institute of Certified Estate Planners (NICEP) is pleased to announce the graduation of Mr. J. Cain Leonard, II from the Master Certified Estate Planner™ course. Mr. Leonard who previously completed the course work and qualifying examination to earn the professional certification CEP®, has now successfully completed the advanced course work and qualifying examination to earn the professional certification MCEP® (Master Certified Estate Planner™).
Mr. Leonard is currently the 2nd MCEP® in the State of North Carolina.
The NICEP exists to educate, promote, and support financial, legal, and tax professionals who understand the needs of estate planning, enabling them to work together as a team to bring to every client a custom tailored estate plan which is designed to preserve, protect, and pass on that individual's estate to whom they want, when they want, and how they want, and that also gives that client the confidence that comes from knowing their estate will be managed during their lifetime as they have directed even should they become incapacitated. We believe every American adult should have an estate plan that allows these goals to be accomplished in the most efficient manner available under the law, and that minimizes costs both now and in the future.
Mr. J. Cain Leonard, II maintains an active status with the NICEP by complying with the continuing education requirements and practice guidelines required to maintain this distinction, as well as abiding by the Institute’s professional code of ethics. You will find Mr. Leonard listed on the NICEP website, which may be seen at www.NICEP.org, where those interested may learn more about estate planning.
The NICEP is nationally recognized by many of the industry’s top Registered Investment Advisers, Broker/Dealers, Insurance Companies, and numerous professional financial, legal and tax service organizations that are involved in the area of estate planning.
Mr. J. Cain Leonard, II can be reached at Leonard Wealth Management in Lincolnton, NC at 704-735-7427 or visit him on the web at www.leonardwealth.net. We congratulate Mr. Leonard for his achievement and commitment to excellence. Mr. Leonard is celebrating his 35th year serving clients in the financial & estate planning industry.
CEP®, Certified Estate Planner™, MCEP®, and Master Certified Estate Planner™ are trademarks of the NICEP, and may only be used by those who are in good standing with the NICEP.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Leonard Wealth Management are not affiliated companies. Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. #144874