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Peninsula Estate Planning Council

MAILING ADDRESS:

Peninsula Estate Planning Council

P.O. Box 12035

Newport News, VA 23612

 

Welcome to the Peninsula Estate Planning Council's local website!

 

WHO ARE WE?

Our membership is made up of like-minded CPA's, Attorneys, CLU's, ChFC'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.

 

HINTS ON 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"

 

OPEN INVITATION:

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 $40.00 payable at the door by check.

 

 

 

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