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

    • SEPTEMBER SOCIAL
       Thursday, September 14, 2017; Location - Burg'r Bar - Downtown Punta Gorda; 5:15 p.m. - 7:00 p.m.   $15 FOR MEMBER AND ALL GUESTS   Please RSVP to cwright@sol-cpas.com [Read More]
    • FUTURE Meeting Dates - Mark Your Calendars
      NOTE Change in time for SEPTEMBER SOCIAL Thursday, September 14, 2017; SOCIAL - Burg'r Bar - Downtown Punta Gorda; 5:15 p.m. - 7:00 p.m.   Tuesday, November 14, 2017; luncheon starting at 11:30 a.m.; Charlotte Harbor Yacht Club; speaker TBA [Read More]
    • July Luncheon
      Note Menu Option Choices below.   Also note - please RSVP to nancy@egmsfl.com. ______________________________________________________ The Charlotte Estate Planning Council (CEPC) will meet on Tuesday, July 11, 2017. Charlotte Harbor Yacht Club.   The CHYC is located at 4400 Lister Street, Port Charlotte, FL 33952. Networking will begin at 11:30 a.m.   Lunch, speaker and business will begin promptly at noon and [Read More]