PEPC provides a forum to maintain and strengthen:
- Cutting-edge awareness of continually changing and expanding opportunities to serve our clients and community.
- Communication and development of a common language among the various disciplines.
- A unified approach to best practices and cooperation among our local professional community.
Our regular dinner meetings are fun, social and educational events where we build relationships in our professional community while learning the latest developments in our fields from our speakers. PEPC also has a members-only listserv that provides access to peer assistance in resolving questions or problems in your own practice.
As an affiliate of the National Association of Estate Planners & Councils (NAEPC), your membership in PEPC brings you into a larger community consisting of over 26,000 members nationwide. Through that affiliation, we offer a variety of discounts and special offers on:
- Software
- Subscriptions and publications, including NAEPC Journal of Estate & Tax Planning
- Marketing and website design services
- Presentation materials & office supplies
- Other benefits, programs & services.
Ready to join?
New applicants are invited to attend at least one meeting before submitting their application for membership. Applicants need the endorsement of two current members, which may be sought at our meetings. Applications submitted by the first regulary dinner meeting date are eligible for a $10 Early Bird discount on annual dues. We look forward to meeting you!