Charlotte Estate Planning Council

Welcome!

The mission of CEPC is to promote the interest of the public by providing an educational forum for estate planning professionals from various disciplines and to foster cooperation and share ideas relevant to the estate planning process.
 

President's Letter

“Surround yourself with great people; delegate authority; get out of the way.” ~President Ronald Reagan

As your new President, I would first like to thank all those who have previously given their time to serve this wonderful Council. I am honored to work with this years’ Charlotte Estate Planning Council Board to ensure this excellence is passed down to future generations. You should know that this years’ Board has been carefully built over the years to ensure we work as a cohesive unit to make an impact on our membership and all our valued clients.

I also want to thank you for your membership and participation in the Council. Through your continued support, the Council can strengthen programs and develop new initiatives. We firmly believe in the value of your membership; excellent educational programs delivered by nationally recognized speakers, meaningful networking opportunities and continuing education credits for multiple disciplines. The importance and value of membership in our council are confirmed by continued year-over-year growth in our membership.

Your membership renewal means that the Council can maintain its ongoing commitment to serve you and the many other estate planning professionals in our community.

If you would be so kind, please make payment of your dues no later than July 1, 2017. Please note a late fee of $25 will be applied for each month of delayed payment.

If you have questions about your membership, please contact our Member Services department at 704-940-7382 or via e-mail at info@charlotteepc.org and of course feel free to reach out to me directly.

Continued success and blessings!

Don Stamas
2017-18 President
Charlotte Estate Planning Council

 

Join Us

The Charlotte Estate Planning Council (CEPC) is a local affiliate of the National Association of Estate Planners & Councils (NAEPC), a national organization of professional estate planners and affiliated estate planning councils, focused on establishing and monitoring the highest professional and educational standards.

The mission of CEPC is to promote the interest of the public by providing an educational forum for estate planning professionals from various disciplines and to foster cooperation and share ideas relevant to the estate planning process.