NEW Members:  Apply Here ~

Our Next Meeting is a continuing education seminar and

joint meeting with the FPA of Central PA

on September 25, 2018

12:30-4:30 pm

"Special Needs Planning Summit"

Applications have been submitted for 3.0 Continuing Education Credits for PA Bar, PA Insurance, CFP, CPA and CTFA.

Learn more from top professionals regarding

  • National Trends and How New Tax Act Affects Special Needs Planning,
  • Trust and Estate Planning for Special Needs Families,
  • Update on various services available in our community for special needs individuals of all ages. 

Special Guest Speakers include:

Marielle Hazen, Esq., CELA, Hazen Law Group 

Thomas Brinker, Jr., JD, LLM, CPA/PFS, CGMA, CFE, AEP, ChFC ®, 

Adjunct Professor of Taxation at The American College of Financial Services. 

Anne M. Couldridge, Executive Director, CPARC, The Arc of Cumberland and Perry Counties

Applications will be submitted for 3.5 Continuing Ed Credits for CFP, PA Insurance, CPA, CTFA and 3.00 Continuing Ed Credits for PA Bar.

Click here to Register and access full speaker bio's 






MEMBERSHIP:  Our Council consists of over 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, Association Manager, for more information at 717-317-9117 or