Don't Be a Victim! Protect Yourself.

Jean Ann Dorrell



Today, there are many financial pitfalls that can be targeted at seniors such as identity theft, investment scams, etc. How can a consumer tell fact from fiction? How can a consumer choose the correct financial advisor? These are just some of the pertinent topics in "Don't Be A Victim! Protect Yourself."

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Jean Dorrell, CEP®


A Certified Estate Planner™ has:

  • Completed a rigorous eight (8) module course of instruction in the field of estate planning,
  • Successfully passed a comprehensive examination process,
  • Shown a desire to associate with professional estate planning peers,
  • Agreed to comply with annual estate planning continuing education requirements, and
  • Ascribed to the practical guidelines and code of ethics of the NICEP.


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