The Estate Planning Council of Central New York (ECPCNY) has been recognized as a Council of Excellence by the National Association of Estate Planners & Councils (NAEPC) as a part of the Leonard H. Neiman and Walter Lee Davis, Jr. Council of Excellence Award program. Also, EPCCNY member S. Mark Alton has been elected National President for 2019.
“Of course we are thrilled that our CNY Chapter, one of the nation’s longest in existence chapter, was awarded The Nationwide Council of Excellence Award for 2018-19, but also to have S. Mark Alton, CFP, of the CNY Chapter elected as National President for 2019 in Fort Lauderdale last week.”
- David Treichler, EPCCNY 2018-19 President
The Estate Planning Council of Central New York (ECPCNY) has been recognized as a 5 Star Council by the National Association of Estate Planners & Councils (NAEPC) as a part of the Leonard H. Neiman and Walter Lee Davis, Jr. Council of Excellence Award program. This honor was created to recognize estate planning councils that have demonstrated a high level of achievement in areas critical to a successful membership experience.
The EPCCNY was recognized at the awards ceremony during the 54th Annual NAEPC Advanced Estate Planning Strategies Conference in New Orleans, Louisiana on November 15, 2017. “We are excited and proud to have received this award, being recognized as one of the best at what we do in the entire country. It is a tribute not only to our current members and leaders, but also to those who have served before and established the traditions of excellence that we carry forward today. Our future is bright with the community of younger estate planning professionals in Central New York allowing us to grow and remain successful,” said Patricia Greenhouse, CPA, President of the Council.
The Council of Excellence Award is named for two individuals who truly sought to strengthen the bond between NAEPC and its affiliated councils during their terms on the board. Walter Lee Davis, Jr. served as president of the association in 2008 and was instrumental in forming the Council Relations Committee, a group of volunteer members who are charged with being a liaison between affiliates and the national association. Leonard H. Neiman served the association as a board member for over fifteen years and worked tirelessly to gather information about estate planning councils from around the country.
EPC Member Survey
Thank you to all that have participated in our EPC Member Survey. If you have not yet had a chance to complete the survey, we would like to hear from you. Please complete the survey by visiting https://www.surveymonkey.com/