Presidents Letter

Dear CEPC Members,

As I step into the role of President, I do so with both gratitude and a true sense of humility.

When I moved to Charlotte 16 years ago, I joined the Charlotte Estate Planning Council about a year later knowing only a small handful of people in the estate planning community. At the time, I simply hoped to meet others in the field and begin building relationships. I never would have imagined then that I would one day have the opportunity to lead this organization, and I am proud and humbled to do so.

Over the years, CEPC has become much more than a professional resource to me. It has become a community filled with trusted colleagues and, just as importantly, friends. Each year, I look forward to meeting our new members, and I sincerely hope that everyone experiences the same sense of connection and value that this organization has brought to me.

A Year of Continued Momentum

This past year reflected the strength of our Council and our commitment to thoughtful growth. We continued to build on our Emerging Leaders initiative, investing in the next generation of professionals, and introduced a new focus on member wellness, recognizing that long-term professional success is closely tied to personal well-being.

We also saw a 10% increase in membership across our diverse professional base, a reflection of both the strength of our community and the value CEPC provides.

Why This Matters

In a time when our profession is evolving rapidly driven by technology, increasing complexity, and changing client expectations, the importance of strong professional relationships has never been greater. CEPC provides a place to learn from one another, share ideas, and build connections that ultimately make each of us better at serving our clients and our community.

Those relationships are at the heart of what makes this organization so valuable.

Looking Ahead: Engagement and Connection

As we look to the year ahead, our commitment to strong, relevant programming and a high-quality professional network remains paramount. At the same time, we recognize that engagement looks different for everyone.

This coming year, we are focused on creating more opportunities for members to increase their engagement, whether through in-person events, smaller group gatherings, or flexible formats that meet members where they are. We welcome your involvement, through participation, sharing ideas, or helping shape the future of our Council. If you are interested in learning more or have suggestions, please feel free to reach out to me or any member of the Board.

Our goal is to ensure that every member finds opportunities to engage in ways that are meaningful to them.

Moving Forward Together

None of this would be possible without the dedication of our Board, the support of our sponsors, and the engagement of our members. I am grateful for the role each of you plays in the success of CEPC.

I am excited for the year ahead and look forward to connecting with many of you along the way. I encourage you to join us at our upcoming events and programs. We look forward to seeing you there and continuing to build the relationships that make CEPC such a special community.

With appreciation,

Jennifer D. Muckley, CFP®, AEP®, CTFA®
President, CEPC 2026-2027