The Montgomery County Estate Planning Council has been recognized as a 5 Star Council by the National Association of Estate Planners & Councils as a part of the Leonard H. Neiman and Walter Lee Davis, Jr. Council of Excellence Award program.  This honor recognizes estate planning councils that have demonstrated a high level of achievement in areas critical to a successful membership experience. 

The council is a member of the National Association of Estate Planners & Councils, the leading professional organization for estate planners, which provides its 2,100+ Accredited Estate Planner® designees and over 275 affiliated local estate planning councils and their 30,000 members with ongoing education and a forum for professional networking.

 

Join or renew your membership now!

Our fiscal year runs 7-1-2023 to 6-30-2024.   Click: Membership - New or Membership - Renewal where you may pay online, or print out the this Membership Application Form  or Membership Renewal form and mail in your form and payment to:  MCEPC, PO Box 853, Spring House, PA  19477.

MCEPC’s evening programs are open to members and guests. Continuing education credits are typically approved for PA insurance, attorneys, and accountants; and certified financial planners.

Benefits of membership:

  • Monthly educational meetings with networking opportunities to peer professionals in our area
  • CE Credits at a reduced rate 
  • Affiliation with the National Association of Estate Planners & Councils who offer the “AEP” designation (Accredited Estate Planner™) for qualifying members
  • Annual seminar held each year in June
  • Quarterly newsletter featuring timely topics and articles
  • Listing on our website's Member Directory
 
Thank you to our generous sponsors!
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

 

 

 

 

 

 

 

 

 


Montgomery County Estate Planning Council of PA is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.