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!
- James Kampetis, CFP, Carson Wealth
- Jaco Jordaan, CFP, CFA, CRPS, ChFC, CAIA, EA, Riverechase Wealth Management
- David Quinn, JD, Glenmede Trust Company
- Becca Root, The Pittsburgh Foundation
- Calvin Sales, III, Vertix Wealth Strategies LLC
- Mitchell Z. Sienkiewicz, CFP, Starr | Barth Wealth Management
Attention Members!
Sponsor three new members from July 1, 2024 through June 30, 2025, and
Your 2025-2026 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.
SPONSORSHIPS Available!
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.
