Welcome to The Charlotte Estate Planning Council

The Charlotte Estate Planning Council is a non-profit association dedicated to enhancing the proficiency of advisors who are active in the field of estate planning and who share a commitment to professional growth through education and cooperation. The Charlotte Estate Planning Council creates a community of estate planning professionals to:
~ Support an interdisciplinary approach to estate planning for local professionals through education, communication and the open forum of council meetings and projects.
~ Foster community awareness of the benefits of estate planning and to promote long-term, ongoing relationships with local estate planning professionals.

~ Provide resources for best practices through programs, networking, and furnishing referral opportunities for both professionals and members of the public.

 

For more information or to complete a membership application, please email us at
info@thecepc.com. Our mailing address is P.O. Box 496322, Port Charlotte, FL 33949

  • News & Events

    • November: National Philanthropy Month Speaker - Christie Nolan
      TOPIC:  Nonprofit Governance as Leadership Description: One of the most important contributions we can make in our community is nonprofit board service. Nonprofit boards serve a critical role in establishing the organization’s mission and vision for the future and ensuring adequate resources and stewardship to achieve its purpose and safeguard public trust. [Read More]
    • FUTURE Meeting Dates - Mark Your Calendars
        Tuesday, November 14, 2017; luncheon starting at 11:30 a.m.; Charlotte Harbor Yacht Club.  Speaker: Christie Nolan, President of Mission Matters Consulting & Coaching Group.  Topic: Roles and Responsibilities of Serving on a Nonprofit Board. Tuesday, January 9, 2018; breakfast workshop starting at 8:30 a.m. - 11:00 a.m.; location - TBA.  National [Read More]
    • November 14 2017 Luncheon
      Note Menu Option Choices below NOVEMBER - NATIONAL PHILANTHROPY MONTH So many of our members serve on nonprofit boards or want to serve on nonprofit boards so CEPC has invited a very special guest to speak at the November CEPC luncheon regarding the Roles and Responsibilities for Serving on Nonprofit Boards (including [Read More]