Fill in the information below to apply for Berks County Estate Planning Council membership.
Please indicate what discipline(s) you practice. You may select up to 5 disciplines.
(Signature of applicant, if printing)
Date: Friday, September 25, 2020
Please contact email@example.com with questions about council membership.
Berks County 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.
October 7, 2020
Berks EPC Presentation: Wealth Transfer Planning in Uncertain Times
Stephen C. Target, CLU, ChFC, AEP, Partner, Newton One Advisors