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Would you like to become a CCEPC member? If you would prefer to pay by check, please:
(a) print out and complete a
(b) mail a check [made payable to "CCEPC"]
to:
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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.
CCEPC
welcomeS
our 2010-2011 president...
“On
behalf of the Officers, Board of Directors and membership of the Chester
County Estate Planning Council, welcome to our website. Please join us at
our monthly dinner meetings and other social events if you are an estate
planning professional and you would like to meet with, exchange ideas with
and network with other professionals in the trust and estate planning field.
Our membership includes attorneys, accountants, insurance agents,
stockbrokers, trust officers, wealth managers, elder-care specialists,
planned giving nonprofit professionals and other specialists in related
trust and estate planning professions. Our goal is to assist members to
render better service to their clients through education and the exchange of
ideas. We look forward to meeting you soon.”
Dean A.
Walters, Esq.
Wells Fargo Private Bank
UPCOMING DINNER MEETINGS & EVENTS...
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CCEPC EVENT CALENDAR 2010-2011 Please Note: All meetings begin at 5:30-8:00 and will be held at Hershey’s Mill Clubhouse |
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| September 16, 2010 | “Economic Overview and Strategic Asset Allocation Review” with Marcus Adams, Vice President and Wealth Management Investment Manager, Wells Fargo Private Bank. Sponsor: Wells Fargo Private Bank | |||||
| October 21, 2010 |
“Building Strategic Alliances that Will Take Your Business to New
Heights” with Beth Ruggiero, Climb High Consulting. Sponsor: L. Robert Frame, Esq., Coldwell Banker Preferred |
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| November 18, 2010 |
“Philanthropy in Estate Planning”
Panel with L. Peter Temple, Esq., David M. Frees, III, Esq., J.
Stoddard Hayes, Esq., and Louis N. Teti, Esq. Sponsor: Chester County Community Foundation |
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January 20, 2011 (snowdate Jan. 27) |
CCEPC Holiday Gathering @ Gawthrop
Greenwood, PC. Sponsor: Gawthrop Greenwood, PC |
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February 17, 2011 Past-President’s DINNER: All CCEPC Past-Presidents are invited to attend, compliments of CCEPC. |
“Ethical Issues We Face in Working with Clients with Diminished
Capacity" with Michele M. Mathes, JD, Education Director, Director
of Research Programs Center for Advocacy for the Rights and
Interests of the Elderly (CARIE)
and Charlie
Sabatino, American Bar Association Commission on Law and Aging Sponsor: Ruggiero Law Offices |
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| March 17, 2011 |
“Preparing for Your Quarter Million Dollar Old Age” with Carol A.
Barbour, CEO, President, Friends Life Care System. Sponsor: Intervention Associates |
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| April 21, 2011 | "What’s the Value/Working with an Auction Appraiser” with Freeman's Auctioneers. Sponsor: The Philadelphia Foundation | |||||
| June 6, 2011 |
Golf
at Hershey’s Mill/Culture Outing at The Mill at Anselma. Culture Sponsor - Belflint, Lyons & Shuman, P.A. Golf Sponsors NEEDED. |
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RECENT EVENTS...
2010
End of the Year Golf & Culture Outing
Thank you, thank you, thank you to all our
CCEPC golfers and culture lovers!
Click
here for photos from 2010.
Click here
for
information on the 2011 Golf and Culture Outing.
2010 CCEPC Holiday Party
Thank you to our sponsor, Gawthrop Greenwod, PC and thank you for all who
attended and for your
generous donations to Safe Harbor and St. Agnes Day room.
Pictured in photo: 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.
CALL FOR CCEPC 2011 PROGRAM PRESENTERS & BOARD NOMINEES
DUE
mAY 1, 2011
PROGRAM PRESENTERS SOUGHT
The Chester County Estate
Planning Council seeks recommendations of speakers & topics for 2011-2012
monthly dinner meetings in West Chester.
~ 1-hour educational sessions must be relevant to estate planning
attorneys, paralegals, investment & wealth managers, financial planners, and
accountants.
~ E-mail topic, 1 paragraph description, name of presenter, and bio to CCEPC
Administrator pam@chescocf.org by
5/1/2010.
~ Presenters are decided upon by CCEPC Board Committeee chaired by the
incoming Board President.
BOARD CANDIDATES
~ Board candidates must be CCEPC
members in good standing who serve as lawyers, judges, paralegals,
investment professionals, life insurance professionals, financial planners,
wealth managers, trust officers, bankers, accountants, valuation experts,
planned giving professionals, or estate planning educators.
~ Board terms are 4
years, beginning 7/1.
~ Elections take place at the June 6, 2011 Annual Meeting/Golf Outing.
~ CCEPC Board meets every other month, typically immediately prior to a
CCEPC dinner meeting.
~ Each Board member serves on a Committee or Task Force.
~ Board members assist at each CCECP dinner meeting with registration,
greeting, and speaker hospitality.
~ Interested candidates should email their resume to CCEPC Administrator pam@chescocf.org
by 5/1/2011.
~ Candidates will be reviewed by a CCEPC Board Committeee chaired by the
Past-President, who serves as Nominating Chair.
~ A slate of candidates will be circulated to the membership by May 21, 2011
prior to elections at the June 6, 2011 Annual Meeting.