EPC-Pittsburgh is the affiliated Estate Planning Council of the National Association of Estate Planners & Councils (NAEPC). Our organization is focused on establishing and monitoring the highest professional and educational standards and fosters public awareness of the quality services rendered by professionals who meet these standards. The EPC-Pittsburgh and the NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need in estate planning.
Thursday, October 16, 2014
Keynote speaker is Ed Slott
Welcome to our NEWEST MEMBERS!
Christian M. Cavell, CPA, Luttner Financial Group, Ltd.
Paul M. Daniels, Attorney, Paul M. Daniels & Associates
Philip A. Goldblum, Attorney, Goldblum Sablowsky, LLC
Victor Laurenza, Huntington Wealth Advisors
Kaivon Maknoon, Wells Fargo Private Bank
Stefanie L. Pate, JD, MBA, Leech Tishman
Kelly Popovec, CTFA, BNY Mellon
Joshua J. Rihs, Tucker Arensberg, PC
William E. Thomas, MBA, CFP Certificant, MetLife
Sponsor three new members from July 1, 2014 through June 30, 2015, and
Your 2015-2016 Dues will be FREE!
Current Members may bring a first-time guest FREE of CHARGE to one meeting.
Pre-registration is REQUIRED 48 hours in advance of meeting.