Thank you to Adrian Cronje for an excellent, interactive presentation on Family Dynamics and Business Succession Planning to our Wake County Estate Planning Council (WCEPC) ! Melissa Linn Michael Moyer, JD, LL.M. John Cella
Wake County Estate Planning Council (WCEPC)
专业服务
Raleigh，NC 125 位关注者
WCEPC is a local affiliate of the NAEPC
关于我们
The Wake Estate Planning Council (WCEPC) is a local affiliate of the National Association of Estate Planners & Councils (NAEPC), a national organization of professional estate planners and affiliated estate planning councils, focused on establishing and monitoring the highest professional and educational standards. The mission of WCEPC is to promote the interest of the public by providing an educational forum for estate planning professionals from various disciplines and to foster cooperation and share ideas relevant to the estate planning process.
- 网站
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https://wcepc.net/
Wake County Estate Planning Council (WCEPC)的外部链接
- 所属行业
- 专业服务
- 规模
- 1 人
- 总部
- Raleigh，NC
- 类型
- 非营利机构
- 领域
- Estate Planning、Financial Planning、Tax、Accounting、Trust、Wealth Management、Estate and Trust Administration和Law
地点
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主要
获取路线
US，NC，Raleigh
Wake County Estate Planning Council (WCEPC)员工
动态
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Members and guests of Wake County Estate Planning Council (WCEPC), please make plans to join us in Raleigh for “Family Dynamics and Business Succession Planning” next Tuesday, March 18, 2025 featuring guest speakers Adrian Cronje and Robert Balentine
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Thank you to Larry Moye and Elizabeth Arias for a timely, engaging and informative presentation to our Wake County Estate Planning Council (WCEPC) on 2025 Estate Planning Updates! See everyone at our next meeting on Business Succession Planning and Family Dynamics on March 18th.
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Thank you to Brett Berg, CLU?, ChFC? for an excellent presentation last night on creative uses for life insurance. We had a full room and lots of fun! Thank you to Ed Curtin, CFP?, CLU? and Alan Thorsbakken for helping us get him to Raleigh. We hope to see you on January 21st for It's 2025! Do you know where your Estate Planning is? with Larry Moye and Elizabeth Arias. Happy Holidays!
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Look forward to seeing everyone at the Wake County Estate Planning Council (WCEPC) meeting in Raleigh!
Wake County Estate Planning Council (WCEPC) members and guests, please register now for our November 19th meeting to hear Brett Berg, CLU?, ChFC? speak on Creative Life Insurance and Estate Planning (Non-Product Focused). https://lnkd.in/eVxjtbq6
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Wake County Estate Planning Council (WCEPC) members and guests, please register now for our November 19th meeting to hear Brett Berg, CLU?, ChFC? speak on Creative Life Insurance and Estate Planning (Non-Product Focused). https://lnkd.in/eVxjtbq6
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Wake County Estate Planning Council (WCEPC)转发了
Welcome back Wake County Estate Planning Council (WCEPC) especially our newest members: Courtney Peters , Carter Jones, Richard McAuliffe, JD, CFP?, CEPA? , Scott Keesee , Stephanie Hufnagle , John Purrington, CFP? , and Sydney Smith! Great meeting and terrific speakers lined up for this year.
Thank you to our guest speaker, Christopher Chung and all who attended a wonderful presentation on NC economic development for the Wake County Estate Planning Council (WCEPC) ! Great discussions, networking with estate planning professionals, and thought leadership.
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Thank you to our guest speaker, Christopher Chung and all who attended a wonderful presentation on NC economic development for the Wake County Estate Planning Council (WCEPC) ! Great discussions, networking with estate planning professionals, and thought leadership.
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Wake County Estate Planning Council (WCEPC)转发了
Thanks to the terrific group of friends and distinguished estate planning professionals who joined tonight at Carolina Country Club - Raleigh for the Wake County Estate Planning Council (WCEPC) “Welcome Back” reception! Onward and upward to a successful year and see everyone on September 10th.
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