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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! |
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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 |
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$40 - Dinner Meeting, member rate, more than 7
days prior to meeting |
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$45 - Walk-ins night of and those who have not
reserved by Friday before meeting date (Members) |
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$55 - Dinner Meeting, non-member rate |
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$342 - Full year of 7 dinners + membership,
includes 10% discount |
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$306 - Past Presidents Only: Membership + 6
dinners (and Past President's Dinner), includes 10% discount |
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$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.
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