The Estate Planning Council of North GA invites you to join this diverse group of professionals for networking and education to hone your estate planning relationships, skills and expertise

A Message from Our President


The Estate Planning Council of North GA meets the fourth Tuesday of January, March, May, October and as announced in December.  Our meetings run from 5:15 pm to 7:00 pm at The  Georgian Club near Cobb Galleria.  All council meetings include food, drink and networking plus a top level speaker for 1 hour continuing education credit with GA Bar, CFP Board and GA Insurance Dept. Our council is comprised of experienced attorneys, CPAs, financial planners, insurance advisors, trust officers and other estate planning professionals

    

We have a great group of professionals, with outstanding opportunities for networking, continuing education, and professional camaraderie. We welcome you to join us!

Megan Richards, EPCNGA President


About Us


The Estate Planning Council of North Georgia, Inc. was formed in 1980 as The Cobb County Estate Planning Council. From the outset, our purpose has been to serve estate planners in the growing areas North of Atlanta. With our transition in 2001 to serve communities of estate planners including Cobb County and beyond, we have grown in services to members and in membership numbers. We now proudly represent members from Cobb, North Fulton and neighboring counties.

EPCNGA Bylaws


Our Mission Statement


To ensure a standard of excellence in the profession of estate planning and to promote the team approach for estate planning professionals in law, accounting, insurance, trust management, and financial planning and investments through:

  • Belief in and adherence to the highest standards of ethics
  • Demonstrated professional competence
  • Commitment to continued development of knowledge and expertise
  • Responsibility to clients and to the art / science of the estate planning process



Upcoming Events


Council Meeting Dates

March 28, 2017 - Making the Most of Your Charitable Dollars

May 23, 2017 - “The State of Georgia Closely Held Businesses” Are they Ready for Transition?

In an effort to assist our members with fulfilling their continuing education requirements, we have compiled a list of non-EPCNGA opportunities.  Please click here to see a list of upcoming events.

Members: login to download meeting presentations in the Members Only section of the website.

Did you know?  Webinars now available from the the National Association of Estate Planning

1 hr. CE credit, discounts available

for AEPs and local members

Click here for more info!


Membership


Interested in joining?  Contact us at admin@epcnga.org or (770) 516-0207, or click here to apply online or download an application.

Current Members renew online by editing your profile:  
  1.  Log in and click "view profile" below your name in the upper right corner.
  2.  On the profile page click the "renew" button.

Or, get a renewal application to fax or mail in by clicking here.


Contact Us


Questions or comments?  Please contact us at The Estate Planning Council of North Georgia: p 770-516-0207  -  f 770-516-0236   admin@epcnga.org
Powered by Wild Apricot Membership Software