The Estate Planning Council of Central Pennsylvania, Inc.

 

WE NOW ACCEPT CREDIT CARDS!

Meeting Registration

Register online (or mail your reservation) for our November 18th Luncheon under the Events Tab to the left.  Register button is at the bottom of the Event Information.

Our remaining calendar for 2014-15 is

 
November 18, 2014 Luncheon Meeting
WEDNESDAY, February 25, 2015 Hors D'oeuvres Social with extended networking
April 28, 2015 Luncheon
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Reconnect with your peers at the Estate Planning Council’s

Luncheon on

Tuesday, November 18, 2014

“ Uses of Life Insurance in Estate Planning Post-American Taxpayer Relief Act”

With special guest

Anthony J. Mento, CFP®

CEO of Life Brokerage, LLC

Bring a guest and be entered to win our gift card drawing, plus guests attend at the member rate!  GUESTS will be entered in a drawing for a FREE EPC MEMBERSHIP for 2014-15!

Uses of Life Insurance in Estate Planning Post-American Taxpayer Relief Act”

Life insurance in Estate Planning prior to 2012 was predominately used as means to fund estate tax payments.  With the passage of the American Taxpayer Relief Act and the increase of the Estate & Gift Tax Exemptions, that has changed dramatically for most estates.  Come to this meeting and learn about:  

      

  •     Current Trends,
  •     Policy review opportunities, 
  •       Trust owned life insurance,
  •        Life insurance in business succession, and
  •        Cash flow/income planning.    

Tuesday, November 18, 2014

11:30 AM – 12:00 PM    Networking

12:00-12:45 PM             Lunch

12:45 – 1:15 PM            Program

West Shore Country Club

100 Brentwater Rd., Camp Hill, PA

 

$45.00 EPC Members

& First-Time Guests

$65.00 Non-members

 

Questions? Call Melissa Simpson, Council Administrator at

717-317-9117 or

email mis.simpson@icloud.com

 

Special Thanks to Our Meeting Sponsors

United Way of the Capital Region

www.ucwr.org

717-732-0700

Who We Are and What We Do

United Way of the Capital Region works year-round to improve lives in Cumberland, Dauphin and Perry counties. We do this by identifying the most pressing community needs, finding solutions to those needs and demonstrating how these solutions are making a difference.

At United Way of the Capital Region, we focus on health, education, income and basic needs because these are the building blocks for a better life for us all. We help support more than 80 programs and services to create solutions to the needs in our community. We also launch our own initiatives and partner with local organizations and corporations to keep pace with our ever-changing community.

 

Goodwill Keystone Area Foundation

Yourgoodwill.org/foundation

John McHenry  717.525.6206

jmchenry@yourgoodwill.org

Mission

To support persons with disabilities and other barriers to independence in achieving their fullest potential as workers and as members of the broader community.

Goodwill helps persons with disabilities as well as people who are at an economic disadvantage, or may lack education or work experience. Additionally, we provide job skill training to youth and seniors
 
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NAEPC Webinar Series
Click here for more information and to register: http://www.naepc.org/events/webinar
 

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MEMBERSHIP:  Our Council consists of 140 members from various disciplines including accountants, attorneys, insurance and financial advisors, trust officers and other related professionals.  Our members meet four times per year for networking and an educational seminar on current estate planning topics. All meetings are held at the West Shore Country Club, Camp Hill, PA.  To join our Council, please complete our membership form or contact Melissa Simpson, Council Administrator, for more information at 717-317-9117 or mag.goulet@me.com