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Diversity, Equity & Inclusion
NAEPC is dedicated to encouraging and supporting inclusion and collaboration within its leadership, membership, and programming.
We welcome suggestions for additions to this page and your contributions. Please submit suggested content to admin@naepc.org for review.
The Work of NAEPCs Affiliated Local Councils
For Estate Planning Councils
- Board Composition Analysis Worksheet
- Enhancing Diversity and Inclusion in Membership Associations, ASAE Foundation
- Scholarship / Fellowship Sample and Guide
NAEPC-Produced Content
- Article Reproduced Courtesy of Trusts & Estates: "How to Make Your Practice More Diverse and Inclusive" by Karen McCrae-Lee Fatt, Martin M. Shenkman & Susan J. Travis (February 2021)
- NAEPC Webinar: "The Future Client and Future Advisor" with George Nichols, III, President & CEO, The American College of Financial Services and Dien Yuen, JD, LL.M. (International Law), CAP®, AEP® (original air date March 10, 2021; on-demand access is available)
Presenters, Educators & Facilitators
- Deborah P. Ashton, PhD, Planet Perspective (Bio I Topics)
- Christopher Dale, CFP®
- Jess Pettitt, Good Enough Now
- Christal Cherry, The Board Pro
Reference to a specific product, process, individual, company, or service on this page does not constitute an endorsement or recommendation by NAEPC. NAEPC assumes no legal liability or responsibility for the accuracy, completeness, or usefulness of any information, product, process, or service offered within this resource library.