Affiliated with the National Association of Estate Planners & Councils
PEPC provides an educational and social forum for estate & financial planning professionals
Engaging within our community
Next Event!
March 4 2025 (Tuesday)
Presentation: Gray Divorce. (Live Event)
Our Speakers:
Natasha Parrett, Hoge Fenton
and
Ryan Szczepanik, BNY Mellon Wealth Management
Plan Ahead!
May 6 2025 - (Tuesday)
Presentation: Special needs planning and public benefits update (Live Event)
Our Speakers:
Membership!
REMINDER!
The Membership Year is from
August through July.
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.
PEPC thanks our sponsors and members for understanding that membership can continue as we redefine how we support each other.
Annual Medallion Sponsors
