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.
Welcome to our NEWEST MEMBERS!
- Scott Blatchford, CPA, EA, Louis Plung & Company
- Leslie Dutchcot, J.D., PNC Private Bank
- Margaret Hilton, J.D., PNC
- Micah Lehner, PNC Bank
- Jena Lugo, CTFA, Northwest Bank
- Vincent J. Marsico, CPA, CGMA, Marsico Financial Group
- David Nagel, Esquire, WPennlaw, LLC
- Julie Patter, Esq., Clark Hill PLC
- Robert K. Raposa, CLU, ChFC, MassMutual Financial Group
- Matt Schwartz, Esq., Lange Legal Group, LLC
- Brad Shermeto, CPA, Louis Plung & Company
- Kurt Shaw, IFAA, AAM, Kurt Shaw & Company, Inc.
- Brian Tarquinio, CFP, CRPC, CPWA, CEPA, Morgan Stanley
- Alyssa Zottola, JD, Ameriserv Trust and Financial Services
Sponsor three new members from July 1, 2022 through June 30, 2023, and
Your 2023-2024 Dues will be FREE!
Current Members may bring a first-time guest FREE of CHARGE to one meeting.
Pre-registration is REQUIRED 72 hours in advance of meeting.
If you would like to sponsor an upcoming EPC Pittsburgh meeting, please review and complete this Sponsorship form and return it today!
SPEAKERS Wanted! If you are interested in presenting at an upcoming EPC meeting, please complete and return this form to be considered by the program committee.
Estate Planning Council of Pittsburgh 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.