Home
 About CCEPC
 Events & Registration
 Membership
Membership Listing
Community Outreach
Scholarship Application
 Sponsorship Opportunities
 Past Meetings
 Resources
 Our Sponsors
 Golf & Culture Outing
 Continuing Education Credit
AEP® Designation
 Contact Us

 

Would you like to become a CCEPC member?
 Click here to become a member

If you would prefer to pay by check, please:

(a) print out and complete a
dinner meeting sign-up form and

(b) mail a check [made payable to "CCEPC"] to:
CCEPC
28 West Market Street
West Chester, PA 19382

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CCEPC
28 West Market Street
West Chester, PA 19382
610-696-8211 (t)
610-696-8213 (f)
info@chescoepc.org
www.chescoepc.org


who We Are...
The Chester County Estate Planning Council includes attorneys, accountants, insurance agents, stockbrokers, trust officers, and non-profit directors, as well as other specialists in related professions in Chester County, Pennsylvania. We currently have over 120 members.

      Connect with the Council and its members today via LinkedIn!    

A WORD FROM OUR PRESIDENT...
 “On behalf of the Officers, Board of Directors and membership of the Chester County Estate Planning Council, welcome to our website.  Please join us at our monthly dinner meetings and other social events if you are an estate planning professional and you would like to meet with, exchange ideas with and network with other professionals in the trust and estate planning field.  Our membership includes attorneys, accountants, insurance agents, stockbrokers, trust officers, wealth managers, elder-care specialists, planned giving nonprofit professionals and other specialists in related trust and estate planning professions.  Our goal is to assist members to render better service to their clients through education and the exchange of ideas.  We look forward to meeting you soon.”

                  James J. Ruggiero Jr., Esq.
               Ruggiero Law Offices, LLC


UPCOMING DINNER MEETINGS & EVENTS...
 May 15, 2012: FREE Estate Administration & Tax Consideration Workshop with CCEPC members: Stephen J. McGann, CTFA, AEP® - DNB First Wealth Management, Nancy W. Pine, Esq. – Pine & Pine Law Offices, Jordon N. Rosen, CPA, AEP® -- Belfint, Lyons & Shuman, P.A
June 11, 2012: CCEPC Golf and Culture Outing


CCEPC EVENT CALENDAR 2011-2012
Please Note: All meetings begin at 5:30-8:00 and will be held at Hershey’s Mill Clubhouse (See calendar for directions)
Register NOW!

Please note advance dinner reservations are strongly encouraged so that the Club can be prepared for all our guests. A surcharge is added for walk-ins and reservations made within 7 days of the meeting.

Prices:
 $90 - CCEPC Membership annual fee
$40 - Dinner Meeting, member rate, more than 7 days prior to meeting

$45 - Walk-ins night of and those who have not reserved by Friday before meeting date (Members)

$55 - Dinner Meeting, non-member rate

$342 - Full year of 7 dinners + membership, includes 10% discount
$306 - Past Presidents Only: Membership + 6 dinners (and Past President's Dinner), includes 10% discount

$350 - Dinner meeting sponsor

Please click here for the 2011-2012 dinner meeting sign-up form.

***Members are welcome to bring marketing material for our member promotion table***
 (located near the registration table)

 


RECENT EVENTS...

 Congratulations to 2011-2012 Scholarship Recipient: Leo Stahl

 

 

2012 CCEPC Holiday Gathering: View Photos

 

 


2011 CCEPC Golf and Culture Outing

 

 

  Click here for more photos

 

2011 CCEPC Holiday Party

Thank you to our sponsor, Gawthrop Greenwod, PC and thank you for all who
attended and for your generous donations to local non-profit organizations.
Click here for more great photos.