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

I am truly honored to be named the 2018-2019 President of the Charlotte Estate Planning Council. Thank you to the Board, our membership, and our sponsors for your time and dedication to this outstanding organization.  The CEPC is better every year because of the hard work of our officers and support from our members and sponsors.

As a board, we strive to bring thoughtful and relevant speakers to our meetings and extend the benefits provided to our council by its affiliation with the National Association of Estate Planning Councils.  Please review our website regularly to learn about webcasts offered by the NAEPC.  We welcome your programming suggestions.

We have listened to your feedback and understand that networking with fellow members is as valuable to our members as our educational events.  For the 2018-2019 year we will be introducing a member networking event in addition to our regular events.  More details will be available soon.

Registration to our education events are open to members and non-members.  If you are interested in becoming a member 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] and of course feel free to reach out to me directly.

I look forward to seeing all of you at future CEPC events and working together.

Amy Permenter
2018-19 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.