Frank B. Robards photo

Frank Robards, CFP, JD, MBA
2023-24 President 
Charlotte Estate Planning Council

Thank you for the opportunity to serve as the 2023-2024 Charlotte Estate Planning Council President. It is an honor to serve an organization of like-minded professionals dedicated to providing the highest level of professionalism and service to our clients and community. As I mentioned at our annual meeting recently, I believe that our greatest strength is the interdisciplinary nature of our organization. Read the full presidents letter below.

Presidents Letter

  2023 Annual Meeting Wrap Up!

The Charlotte Estate Planning Council's 2023 Annual Meeting was a success! This Annual Meeting boasted the first-ever CEPC Bus Tour, hosted by Charlotte Business Initiative (CBI), which toured around Charlotte and highlighted neighborhoods and their history. Members were granted access to the Harvey B. Gantt Center exhibits and were able to network out on the terrace before enjoying dinner together.

2023 Annual Meeting photo


During dinner, incoming President Frank Robards welcomed everyone, and guests participated in the 2023 Annual Business Meeting where the 2023-2024 board members were voted in. Afterwards, we heard from Annetta Foard and Tom Hanchett whose presentation highlighted the policies and procedures established in Charlotte’s history that we are still seeing play out in the current day.

Annual Meeting Photo 2


Thank you to everyone who came out and joined us at the Harvey B. Gantt center. Visit our Upcoming Events page for information on all upcoming CEPC programs and events.

Event Photos

Mission Statement

The mission of the Charlotte Estate Planning Council (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. Learn more about our organization at the button link below.

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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. Click Here for CEPC's Diversity, Equity and Inclusion Statement

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