SPECIAL OFFER!  Any EPC Member who sponsors a NEW EPC Member will receive a FREE Membership Meeting!! 

NEW Members:  Apply Here ~ http://www.epccp.org/members/application


Our next membership meeting is our annual FPA and EPC Joint Continuing Education Seminar!

Risks, Challenges and Answers: Filling the Gaps in Financial and Estate Planning for Elder Clients

How can you help and protect your elder clients in our changing world?  Get solutions, resources and your questions answered regarding financial and estate planning for your clients with cognitive impairment, lack of family support, abuse, scams and medicare.

In person and a Webinar option.

Continuing Education Credits:  Applications are being submitted for 4.0 Continuing Education Credits for CFP, PA Insurance, CPA, CTFA and 3.5 PA Bar Credits. 

The seminar will include 5 Speakers!

Risks, Challenges and Answers: Filling the Gaps in Financial and Estate Planning for Elder Clients

  • Issues & Resources for Older Adults and Their Caregivers:  Speaker~Diane Menio, CARIE Exec. Director
  • What is a Health Care Advocate? Speaker~Melissa Hakim, MD 
  • 2020 Medicare Changes:  Speaker~Tony Montgomery, Montgomery Insurance
  • Your Clients and Cognitive Impairment:  Speakers~Tina Hess & Alison Sprankle, Good News Consulting 

For more topic details and speaker biographies click here.


Space may be limited for our in person event.  

We are planning to hold this event in person and include a webinar option.  In the event that we are required by local legislation to limit the number of attendees indoors, we will follow the recommended guidelines of the county/state.  We will have a webinar option either way.  


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  EPCCentralPA@gmail.com.

The Estate Planning Council of Central Pennsylvania, Inc. is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.