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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

I am honored to be named the 2019-2020 President of the Charlotte Estate Planning Council and to be working with a great board in planning out this year’s calendar of events.  As a board, we have striven to listen to your suggestions and to be creative and thoughtful in searching for relevant speakers for your meetings. 

We are excited to continue the efforts started last year of scheduling a dedicated networking event to be held at Lenny Boy Brewing Co. in November in addition to our meaningful luncheons and CEUs. As a member, you can stay informed easily with notifications sent directly to your inbox, check out the latest information on our website, www.charlotteepc.org, through our LinkedIn page, and also learn more through the National Association of Estate Planning Councils (NAEPC) regular webcast and educational events. 

CEPC continues to progress because of the hard work of our officers and support from our members and sponsors. We welcome your ideas to improve our organization so we can continue to lead the way with our educational resources, sponsorship opportunities, and networking opportunities.  

Registration to CEPC education events is now open to members and non-members.  If you are interested in becoming a member, sponsoring an event, speaking at an event or if you have questions about your membership, please contact our Member Services department at 704-940-7382 or via e-mail at [email protected].

Thank you to the Board, our membership, and our sponsors for your time and dedication to this outstanding organization.  We look forward to another successful year!

Andy Young
2019-2020 President
Charlotte Estate Planning Council

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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.

Join Today