Nationally renowned speaker Eido Walny, JD, AEP, EPLS will present to the Chester County Estate Planning Council at our Annual Meeting on May 22nd, 2025 on?The Top 10 Estate Planning Lessons Learned From Recently Deceased Celebrities. Eido?prides himself?on giving interactive, engaging talks that are presented on a practical level.?His goal is to have the audience come away from my talk with new understandings and practical benefits. Register for Membership and other CCEPC Meetings at https://lnkd.in/e73rf8TA
Chester County Estate Planning Council
法律服务
West Chester，Pennsylvania 321 位关注者
Collaborate|Educate|Cultivate
关于我们
Who We Are... The Chester County Estate Planning Council includes attorneys, accountants, insurance agents, stockbrokers, trust officers, and non-profit directors, as well as other specialists in related professions in Chester County, Pennsylvania. We currently have over 100 members. A WORD FROM OUR PRESIDENT... “On behalf of our Officers, Board of Directors, and Members, welcome to the Chester County Estate Planning Council website. The CCEPC’s goal is to assist members in rendering better services to their clients by highlighting pertinent developments within the field of estate planning. Our membership targets estate planning professionals and specialists, including: attorneys, accountants, insurance agents, stockbrokers, trust officers, wealth managers, elder-care specialists, and planned giving nonprofit professionals. Please join us at our monthly dinner meetings and other social events if you are interested in meeting and exchanging ideas with other area estate planning professionals – we look forward to seeing you soon!” Kathy Dean-Bradley President CCEPC
- 网站
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https://www.chescoepc.org/
Chester County Estate Planning Council的外部链接
- 所属行业
- 法律服务
- 规模
- 51-200 人
- 总部
- West Chester，Pennsylvania
- 类型
- 非营利机构
- 创立
- 1975
地点
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主要
获取路线
28 W Market St
US，Pennsylvania，West Chester，19382
Chester County Estate Planning Council员工
动态
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Thank you to everyone who came out to our November dinner. We had a great presentation by Jason Arbacheski, CAP? and Kathryn Crary on recent trends in charitable planning. Thank you again to our sponsors Gadsden Schneider & Woodward LLP and Gawthrop Greenwood, P.C.. We hope to see you in January at our Holiday Party!
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Reminder To Join Us Next Thursday!
Join the Chester County Estate Planning Council on Thursday, November 7th at West Chester Golf & Country Club for a presentation by Jason Arbacheski, CAP? & Kathryn Crary on "Current Trends In Charitable Giving." Thank you to our sponsors Gadsden Schneider & Woodward LLP & Gawthrop Greenwood, P.C.. To register go to https://lnkd.in/e73rf8TA
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Chester County Estate Planning Council Past President Bronwyn Martin, MBA, ChFC?, CLU?, CLTC?, AEP?, CRPC?, CFS attended NAEPC Association's Advanced Estate Planning Strategies Conference held from October 20th to 24th. CCEPC is a NAEPC member and CCEPC members are eligible for NAEPC member benefits. To learn more go to https://lnkd.in/eJyXvDeh
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Join the Chester County Estate Planning Council on Thursday, November 7th at West Chester Golf & Country Club for a presentation by Jason Arbacheski, CAP? & Kathryn Crary on "Current Trends In Charitable Giving." Thank you to our sponsors Gadsden Schneider & Woodward LLP & Gawthrop Greenwood, P.C.. To register go to https://lnkd.in/e73rf8TA
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Thank you to everyone who came out for the Chester County Estate Planning Council’s October dinner! We had a great panel on questions regarding Power of Attorney with Donna Ziev, CTFA, CISP, AEP? and Chari Alson. Thanks again to our sponsors Phoenixville Federal Bank & Trust and Glenayr Family Advisors. We look forward to seeing you in November!
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Reminder to Join Us This Thursday!
Join The Chester County Estate Planning Council Thursday, October 10th at West Chester Golf & Country Club for a panel presentation on "Practical Power of Attorney Questions" moderated by Matt Gilbert and featuring Chari Alson & Donna Ziev, CTFA, CISP, AEP?. Cocktail Reception begins at 5:15. Thank You to our sponsors Glenayr Family Advisors & Phoenixville Federal Bank & Trust. To register go to https://lnkd.in/e73rf8TA.
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Join The Chester County Estate Planning Council Thursday, October 10th at West Chester Golf & Country Club for a panel presentation on "Practical Power of Attorney Questions" moderated by Matt Gilbert and featuring Chari Alson & Donna Ziev, CTFA, CISP, AEP?. Cocktail Reception begins at 5:15. Thank You to our sponsors Glenayr Family Advisors & Phoenixville Federal Bank & Trust. To register go to https://lnkd.in/e73rf8TA.
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Thank you to everyone who came out to our season opening dinner. We had a packed house to welcome our scholarship winners and a great presentation by Dennis McAndrews. Thank you again to our sponsor Merrill Lynch. We look forward to seeing you in October.
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Reminder to join us next week!
Join the Chester County Estate Planning Council on Thursday, September 19th at West Chester Golf & Country Club for our season opening dinner! We will be featuring a presentation on "Planning for Disability: Special Needs Trusts and Transition from Adolescence to Adulthood" by Dennis McAndrews. Cocktail Reception begins at 5:15. To register go to https://lnkd.in/e73rf8TA. Thank You to our sponsor Merrill Lynch.
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