• 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!

December 5, 2024 (Thursday)


Presentation:  "The Silent Epidemic: Identifying and Addressing Loneliness in our Aging Population" (Live Event)


Our Speakers:

Dr Shadi Gholozadeh, PhD, Clinical Psychologist, TheKey

and

Deanne Belcher, RN, TheKey




Register Now →

Plan Ahead!

January 7,2025 (Tuesday)


Presentation:  "Everything you wanted to know about Financial Therapy…but didn’t know to ask. (Live Event)


Our Speaker:

Elana Feinsmith, Financial Therapist-Coach/ Certified Financial Therapist (CFT™), CFP®, CRPS®, at Oak Financial Coaching


Register now →

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.

Request Consideration→
Explore Our Events →

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


Annual Medallion Sponsors

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