Estate Planning Council of Central Pennsylvania (EPC-CP)

Description

The Estate Planning Council of Central Pennsylvania (EPC) was formed in 1956 for the purpose of providing fellowship and education among estate and financial planning professionals in the Central Pennsylvania region of namely, Dauphin and Cumberland Counties. EPC has more than 180 members consisting of accountants, lawyers, trust officers, life underwriters, certified financial planners and other related professionals. EPC meets four times each year in September, November, February, and April. Meetings consist of social time, dinner, and an educational topic by a guest speaker. A quarterly newsletter is provided to members with articles on current topics of importance in estate and financial planning.

Sponsorship opportunities are available for each social meeting and advertising is available in the newsletter.

Member benefits

NAEPC Journal of Estate & Tax Planning

The NAEPC Journal of Estate & Tax Planning is a web-based collection of cutting-edge technical materials appropriate for every estate planning-related discipline.

A Parents Guide to Wills & Trusts by Don Silver

Maybe the most difficult part of estate/wealth management planning is motivating your clients to start and complete the process, whether it is a new plan or an update. The 2nd edition of A Parents Guide to Wills & Trusts by Don Silver can help motivate your clients to work with you to get their plan in order. You can use this book as a gift/incentive to encourage parent and grandparent clients to use your services, meet with you or come to a seminar. The book uses an easy-to-understand question-and-answer format with real-life scenarios to show how advance planning can avoid problems and save money. A Paren's Guide is not a do-it-yourself book!

Acquire Seminar Marketing

Our focus is to provide a very select group of top producers with unique, high-impact, response-driving seminar invitations—accurate mailing lists and turn-key production solutions. We also use time-tested direct mail advertising techniques and strategies to drive a great response, versus using a meal as the main attraction. This common-sense approach simply yields top-notch attendees, more appointments and more new clients.

Acquire Direct Marketing provides the marketing-minded advisor with a risk-free solution to all his or her marketing needs. Our unparalleled capabilities, direct mail experience, and unique ability to innovate and create, has resulted in a wide assortment of marketing materials for any seminar marketer.

Amicus Creative Media

Amicus Creative Media has designed the most comprehensive, feature-packed attorney website system that is also appropriate for other professional disciplines. Your firm’s online marketing success requires a quality website with content, tools and features.

Business Week Magazine

Subscribe to Business Week magazine today at a special NAEPC member rate! As an added benefit, you will also receive FREE access to Business Week Online with every subscription. Log on for expanded news stories, previews of the upcoming edition, and a searchable archive of issues dating back more than 5 years! It is a library of history and information available for retrieval 24-hours a day!