REGION – Fletcher Tilton PC’s Director of Trust and Estate Services in Worcester, Toni Brogna, has been certified as an Accredited Estate Planner (AEP) by the National Association of Estate Planners & Councils (NAEPC).
This designation is a graduate level and multi-disciplinary specialization in estate planning that is obtained in addition to specific professional credentials within the estate planning industry.
NAEPC awards AEP recognition to estate planning professionals that meet specific requirements of experience, knowledge, education, professional reputation and character.
A designee, like Brogna, embraces the team concept of estate planning, adheres to the NAEPC Code of Ethics and participates in an annual renewal and recertification process.
Brogna joined Fletcher Tilton in 2018. She earned her Bachelor’s in Business Management and Leadership from Northeastern University, and she graduated from the Cannon Financial Institute Trust School. She is a designated Certified Trust and Financial Advisor (CTFA) from the American Bankers Association.
In addition to developing her knowledge of special needs planning, she has over two decades of experience in estate planning, estate and trust administration, foundation administration and charitable planning.
“As such, I am pleased to have received the AEP designation,” she said in a recent press release. “NAEPC has been a valuable resource in my commitment to continuing my education, furthering my knowledge, and continuously refining my interdisciplinary skills so that I may contribute to providing the highest quality service to our clients.”