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Would you like to become a CCEPC member?
Click here to register

If you would prefer to pay by check, please:

(a) print out and complete a dinner meeting sign-up form and

(b) mail a check [made payable to "CCEPC"] to:
CCEPC
28 West Market Street
West Chester, PA 19382

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

CCEPC
28 West Market Street
West Chester, PA 19382
610-696-8211 (t)
610-696-8213 (f)
info@chescoepc.org
www.chescoepc.org

 

who We Are...
The Chester County Estate Planning Council includes attorneys, accountants, insurance agents, stockbrokers, trust officers, and non-profit directors, as well as other specialists in related professions in Chester County, Pennsylvania. We currently have over 160 members.

A welcome from the president...

We at the
Chester County Estate Planning Council look forward to meeting estate planning professionals at our monthly dinner meetings.  Join us if you would like to meet with attorneys, accountants, insurance agents, stockbrokers, trust officers, wealth managers, elder-care specialists, planned giving nonprofit professionals and other specialists in related estate professions.  Our goal is to assist members to render better services of their clients through education and the exchange of ideas.  We look forward to meeting you soon. 

                   Jordon N. Rosen, CPA, AEP
                   President, CCEPC Board

 


UPCOMING DINNER MEETINGS & EVENTS...

For information or to register for an upcoming event, click here


February 18, 2010:

Past Presidents Dinner
All CCEPC Past-Presidents are invited, compliments of CCEPC.
Topic: Post Mortem Tax Elections with Jeremiah W. Doyle of Boston, BNY Mellon Wealth Management
Sponsor: Ruggiero Law Offices, LLC

March 18, 2010:

Topic:
Local Estate Sales & Appraisals
with Carolyn B. Nagy, Sotheby’s Philadelphia
Sponsor: Sotheby's Philadelphia

April 22, 2010:

Topic:
Issues in Elderlaw
with Mary M. Culley, Esq., Morris James, LLP
Sponsor: BNY Mellon Wealth Management

June 7, 2010:

End of the Year Golf & Culture Outing
Venue: Hershey's Mill
Sponsors: Needed
Check back for more info!



RECENT EVENTS...
 

2010 CCEPC Holiday Party
Sponsored by Gawthrop Greenwod, PC
Thank you for all who attended and for your generous donations to Safe Harbor and St. Agnes Day room.


CCEPC Board Chair Jordon Rosen, CPA, thanks Vera Parenti-Ancone, Esq., Robert Adams, Esq. and Tod Hayes, Esq. of Gawthrop Greenwood of West Chester for hosting the event.


Click here for more great photos.


2009 GOLF & CULTURE OUTING
Thank you, thank you, thank you to all our CCEPC golfers and culture lovers!


Robert Strunk along with Kurt, Richard and Michael Kunsch
Hole Sponsor: Phoenixville Federal Bank & Trust

Click here for more great photos from this event.