Welcome to the Virginia Peninsula Estate Planning Council's website!
WHO ARE WE?
Our membership is made up of like-minded CPA's, Attorneys, CLU's, ChFC's, CFP's and Trust Officers committed to the most effective estate and wealth transfer strategies and techniques available to our clients.
WHEN DO WE MEET?
We meet quarterly through Membership Dinner Meetings for the purpose of networking, collaboration on cases, and educational programs on the first Tuesday of the months of October, December, February, and May from 6:00pm to 8:00pm at the James River Country Club in Newport News, Va.
SUGGESTIONS ON WEBSITE NAVIGATION:
Please feel free to browse around our website for information.
-Check out "About Us" and "Council Info" tabs to learn more about who we are
-Utilize our resources on the "Links" page or our "Documents" Library
-Go to "Application Form" to obtain an application for membership
-Update your calendar using the "Next Meeting" link
-Locate a long lost referral partner through the "Member Directory"
If you are not a member yet, we hope to extend you a warm welcome at a Dinner Meeting sometime soon!*
*Guest/Visitor Fee for Dinner attendance is $50.00 payable at the door by check.
Virginia Peninsula Estate Planning Council
P.O. Box 6221
Williamsburg, VA 23188
Virginia Peninsula Estate Planning Council 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.