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!
