The Estate Planning Council of Central Pennsylvania, Inc.


2014-15 EPC Membership dues are currently being accepted.  

To join the EPC of Central PA Click Membership Renewals on left.

Reconnect with your peers at the Estate Planning Councils

Luncheon on Tuesday, September 23, 2014

REGISTER NOW for September meeting UNDER EVENT CALENDAR on left.

Planning for Same-Sex Couples in a Post-Windsor World

Presented by:

Leanna Johannes, JD

VP & Senior Wealth Planner

PNC Wealth Management

J. Max Barger, JD

VP & Senior Wealth Planner

PNC Wealth Management

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!


Planning for Same-Sex Couples in a Post-Windsor World

In the wake of the Supreme Court’s Windsor ruling, a monumental ruling affecting the federal recognition of legally married same-sex couples, and the more recent ruling in the Pennsylvania Whitewood case, please join us for a discussion that examines the legal and social significance of these ground-breaking decisions. While many questions have been answered, many new considerations were raised for practitioners serving same-sex couples. Together, we will uncover the myriad of unique estate and financial planning issues raised for these couples, and offer practical guidance on key components of an effective plan for such couples.

Tuesday, September 23, 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



Our calendar for 2014-15 is
September 23, 2014 Luncheon
November 18, 2014 Luncheon Meeting
WEDNESDAY, February 25, 2015 Hors D'oeuvres Social with extended networking
April 28, 2015 Luncheon
NAEPC Webinar Series
Click here for more information and to register:

The Robert G. Alexander Webinar Series

Next Program

September 10, 2014 ∙ 3:00 pm - 4:00 pm ET
In-home, Private-duty Care is on the Rise: Understanding the Impact of New Legislation and How to Help Clients with Employment Risks & Responsibilities

Tom Breedlove of

This sponsored webinar is available at no-charge to NAEPC members!

The repeal of the Companion Care Exemption for third-party caregivers is changing the care landscape and driving more families to employ their own caregiver.  Attend to learn how the new law will impact your clients and how to help them easily and effectively manage the payroll, tax, and labor law obligations that come with being a “household employer.”  Attendees will walk away with tips and tools to help families avoid risk, save time, and save money. 

About our speaker:
Tom Breedlove brings 30 years of business experience, including more than a decade on the executive team at Breedlove & Associates – now HomePay – the nation’s leading household employment specialist. He is co-author of The Household Employer’s Financial, Legal & HR Guide and has been an active speaker on this complex topic. As director of HomePay, Tom is a leader of a national service firm focused on delivering a comprehensive solution for busy families with care in the home – handling all of the state and federal employer requirements related to payroll, wage reporting, tax remittance, labor law compliance, and tax agency correspondence. Tom holds a BBA in finance with a minor in accounting from the University of Texas (1985).



September 17, 2014 ∙ 1:00 pm – 3:00 pm ET
Estate Planning Law Specialist Exam Live Review Course
Randy Gardner, JD, LL.M., MBA, CPA, CFP®

Please contact Susan Austin-Carney, Estate Law Specialist Board Program Administrator, for more information about this program.  Susan can be reached at 866-226-2224 or

Pre-conference Sneak Peek!
October 15, 2014 
(please note special date) ∙ 3:00 pm - 4:00 pm ET
Increasing Client Receptivity from The Right Side of the Table
Todd Fithian

You are not a commodity. The problem, however, is that the market thinks you are.  Our industry is an interesting one, a fascinating one. Most advisors we’ve met either knowingly struggle with being viewed as a commodity, or unknowingly struggle with actually being a commodity. There are hundreds of thousands of people across the country purporting to do exactly what you actually do; even if that’s not really what they’re doing. That’s why it’s so important to decide to draw the line once and for all; to ensure you are seen for the value you bring.  There are many things you can do about it, and that’s why we want to share a bit of our Legacy magic that will help things shift.  REGISTER HERE

Other Local Events of Interest:
Estate Planning Council of Cumberland County 
Meetings held at the Carlisle Country Club
 Thursday, September 18, 2014

The Estate Planning Council Presents:

“Creating the Ideal Practice: A Balance of Personal Life, Business Development, and Business Infrastructure”


With special guest:

Jim Shulman
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