Montgomery County Estate Planning Council of PA

  PURPOSE OF THE COUNCIL

 

The purpose of the Council is to:

Promote cooperation, understanding and working relationships among the members of all Professional Disciplines in the field of estate planning.

Assist its members in keeping abreast of laws and conditions affecting business and the problems of estate accumulation and conservation.

Encourage its members to offer the best and most ethical professional services.

Please note that the membership directory is for the use of our members to aid them in contacting one another. The membership list is NOT to be used as a blanket mailing list for advertisements.

The council is a member of the National Association of Estate Planning Councils.

 MEMBERSHIP

Membership is open to all estate planning professionals; attorneys, accountants, business valuators, financial planners, investment advisors, life underwriters, pension administrators, stock brokers, trust officers and other related professionals.  A $79 membership fee is paid annually by each member. The membership year runs 7/1-6/30.

 MEETINGS

The Council holds monthly dinner meetings at which keynote speakers are invited to speak on specific issues of interest to estate planners. These events are held from September through May (as noted below) at the William Penn Inn, located in Gwynedd, PA. With a pre-paid reservation, the cost of the dinner meeting is $40, $50 with CE credit. (Late charges and guest fees are additional.)

SEMINAR

Annually, the Council holds a seminar addressing a major estate planning topic of broader scope.

CREDITS

Our annual seminar may qualify for Continuing Education Credits from such organizations as the PA State Board of Accountancy, the PA Continuing Legal Education Board, and the Certified Financial Planner Board of Standards, PA CE (Insurance).

Monthly programs may also qualify for continuing education credits from the various professions. (CE Credit information is listed in the Calendar.)

 

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