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Thomas J. O’Connell Achieves Accredited Estate Planner Designation
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1 year ago

Thomas J. O’Connell Achieves Accredited Estate Planner Designation

Global

News Summary

Thomas J. O’Connell, President of the International Financial Advisory Group, Inc., has been awarded the Accredited Estate Planner (AEP) designation by The American College of Financial Services. This achievement reflects O’Connell’s commitment to advanced estate planning, integrating legacy, distribution, and wealth-transfer strategies into his financial planning services. With over 20 years of experience in IRA and tax-planning, O’Connell’s expertise ensures that clients receive comprehensive, tax-advantaged financial planning. His approach unifies investments, trusts, beneficiary designations, and tax strategies to protect and preserve wealth for future generations. The International Financial Advisory Group, based in New Jersey, focuses on estate, retirement, and wealth preservation strategies for high-net-worth clients.

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Thomas J. O’Connell, RICP, CEPA, Earns Accredited Estate Planner (AEP) Designation

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