• An association of estate and financial planning professionals

    Member Sign In Here!
  • Slide title

    An association of estate and financial planning professionals

    Member Sign In Here
  • Slide title

    An association of estate and financial planning professionals

    Member Sign In Here

PEPC provides an educational and social forum for estate & financial planning professionals


Engaging within our community

Next Event!

Join us for our next meeting

May 1, 2024 - The "Goldilocks Conundrum" - Selecting the Right Trustee for You


Our presenters, Pablo O'Brien, a local private fiduciary, and Cynthia Lemus, a Senior Trust Officer with Mechanics Bank, will discuss the benefits of selecting a third party trustee as well as the different services provided by both. They will also share some redacted stories of how complicated family dynamics, challenging beneficiaries and clients can make life interesting for anybody serving as a Trustee.

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Register now →

Plan Ahead!

Join us next month for our March meeting


May , 2024 - Private Professional Panel
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Register now →

Membership!

Renewals are now due for our existing members!


If you are not a member, do you want to be?

Member
:

A Member is an individual who meets certain experience and category requirements. Each Member will be listed in the PEPC website directory and is entitled to vote for Board Members and Officers and to attend the PEPC dinner programs at the membership pricing. The annual fee for basic membership is $100.

Executive Member:

An Executive Member must meet the requirements of a Member and will be given all benefits of a Member. Additionally an Executive Member’s portrait, a brief introduction to the Executive Member’s business, and a link to the Executive Member’s business website will be included in the PEPC website directory. The annual fee for Executive membership is $200.

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PEPC thanks our sponsors and members for their service during the pandemic and for understanding that membership can continue as we redefine how we support each other.


Annual Medallion Sponsors

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