PEPC provides an educational and social forum for estate & financial planning professionals
Engaging within our community
Next Event!
February 3, 2026 -
Secrets of Successful Families: Creating a Lasting Legacy (Live Event)
About Our Speakers:
Justin Miller, J.D., LL.M., CFP ® , AEP ® (Distinguished)
Partner and National Director of Wealth Planning
Evercore Wealth Management, LLC
Plan Ahead!
March 3, 2026 - Senior Susceptibility to Fraud
(Live Event)
Our Speaker:
Kathy Thielke-Chen
Membership!
The new membership year started on
August 1, 2025.
Member:
Interested in becoming a member of PEPC? Click below to learn more!
The annual fee for basic membership is $200.
PEPC thanks our sponsors and members for understanding that membership can continue as we redefine how we support each other.
Annual Medallion Sponsors
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