Welcome to our Visitors
Would you like to stay abreast of current planning and investment topics for individuals and estates? Do you enjoy socializing with others from your vocation who are striving to sharpen their own professional skills? If so, the Greenville Estate Planning Council ("GEPC") is for you.
Our membership is comprised of over 150 individuals from the legal, accounting, life insurance, trust administration, and certified financial planning disciplines. Educating and expanding our membership is vitally important to our organization. Hopefully you will find the benefits of the GEPC valuable and will not hesitate to ask a council member to sponsor your application for membership. The membership form is available on this website.
We have a full schedule of educational programs and social events planned for the 2019-2020 year. Our Fall Seminar will feature Stephen A. Baxley and Dana G. Fitzsimons Jr. of Bessemer Trust, on September 19 at the Greenville Country Club. Continuing education credit will be available for this seminar. The Fall Seminar is also open to non-members who wish to attend for a fee of $200.
We thank our corporate sponsors who make it possible for the Council to provide quality educational opportunities for our members. The sponsors for 2020 - 2021 are:
Community Foundation of Greenville
Dobson, Jones, Ball, Phillips, & Bridges, PA
MassMutual of South Carolina (Greenville office).
Greenville 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.