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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 dinner meeting sign-up form and
(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.
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...
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For information or to register for an upcoming event, click here |
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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 |
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March 18, 2010: |
Topic: Local Estate Sales & Appraisals with Carolyn B. Nagy, Sotheby’s Philadelphia Sponsor: Sotheby's Philadelphia |
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April 22, 2010: |
Topic: Issues in Elderlaw with Mary M. Culley, Esq., Morris James, LLP Sponsor: BNY Mellon Wealth Management |
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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.