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
~ Please note that the May 14th Annual Meeting has been cancelled due to COVID-19 restrictions. We plan to rescheduled the event this fall. ~
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/
Estate Planning Council of Central New York 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.