Membership - Additional Information

BENEFITS OF MEMBERSHIP

The Charlotte Estate Planning Council focuses on estate planning education and keeping our members informed. Our meetings feature knowledgeable speakers on topics of interest to our members, including changes to estate law, taxation, charitable giving, and financial planning.  Members actively participate in meetings to foster the exchange of ideas through open discussion.

Membership provides you with the opportunity to:

  • Meet and network with other professionals in the estate planning field
  • Network with nonprofit organizations and service providers in the community

We meet monthly year round from January - October with an end of the year event in either November or early December. 

Please join us for our next meeting!  

 

CEPC is proudly an affiliated council of the National Association of Estate Planners & Councils.