I hope you’re enjoying the summer and spending time with friends and family. In my initial newsletter to you, I want to express that it is my honor to serve as the MCEPC president for this upcoming year.

The board and I are thrilled to bring back in person meetings this fall and we have some exciting changes to announce. First, we have moved our monthly meeting day to Wednesdays. This was in response to the William Penn Inn no longer open on Monday nights. 

The second big change is that while we love the William Penn Inn and our history of dinners there, we will begin exploring “mixing up” our meeting locations. In October, we will hold our meeting at Boardroom Spirits in Landsdale. This is will be a more casual location and in addition to our speaker for CE credits, we will have a mixology lesson.

The MCEPC program topics for the following dates will be announced soon:

  • Wednesday, September 22, 2021 @ William Penn Inn, 5:30pm
  • Wednesday, October 20, 2021 @ Boardroom Spirits, 5:30pm
  • Wednesday, November 17, 2021 @ William Penn Inn, 5:30pm

What won’t change is our quality programing and the opportunity to network. We are planning a lot of new thought-provoking sessions throughout the year.

On behalf of the board, we are looking forward to seeing you in person and a great 2021-2022 program year. We can’t wait to get started!

Best,

Bode Hennegan

President and Founder

Life Managers & Associates

www.life-managers.com


 
 

Thank you to our generous 2020-2021 sponsors!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Montgomery County Estate Planning Council is excited to be recognized as a 5 Star Council by the NAEPC. This award recognizes those councils that are active and engaged and have demonstrated a high level of achievement.

 

Join or renew your membership now!

Our fiscal year runs 7-1-2021 to 6-30-2022.   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

 


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.