About Us
PURPOSE
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 $70 membership fee is paid annually by each member. The membership year runs 7/1-6/30. If you would like to pay online to renew an existing membership or join as a new member please email our Administrator at admin@mcepc-pa.org and we will be happy to email you a paypal invoice. If you are joining as a new member please also complete an online application.
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 $35, $40 with CE credit. (Late charges and guest fees are additional.) If you would like to pay online for a meeting please email our Administrator at admin@mcepc-pa.org and we will be happy to email you a paypal invoice. Please indicate if you would like CE credit or not.
SEMINAR
Annually, the Council holds a seminar addressing a major estate planning topic of broader scope. The Annual Seminar for the 2010-2011 year will be held the afternoon of June 6, 2011.
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.)
MEETING DATES FOR 2011-2012
Council Meetings: 5:30 pm cocktails, 6:15 pm dinner, 7:30 pm speaker
Monday, September 26, 2011
Monday, October 24, 2011
Monday, November 28, 2011
Monday, January 23, 2012
Monday, February 27, 2012
Monday, March 26, 2012
Monday, April 23, 2012
Monday, June 4, 2012 (afternoon Seminar)
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