Welcome to the
WNC Estate Planning Council
Please see additional pages of this site for information about WNCEPC.
The Council is composed of professionals in Western North Carolina who are actively involved in assisting clients with estate planning. The Council meets four times per year, September through May.
Meetings begin with a social reception at 5:00 pm followed by dinner. After a welcome and an opportunity to introduce yourself, we all benefit from an informative talk by an estate planning expert or panel discussion.
Council membership is open to accountants, attorneys, Certified Financial Planners, CLU insurance agents, trust officers and other qualified professionals, including those working in the nonprofit sector. Prospective members must have at least two years experience in their field and complete a membership application. Meeting and dinner reservations may be made by clicking on Calendar or responding to the email initiation sent prior to each meeting.
Below is the calendar of events for the 2026-2027 year which runs from July 1st, 2026 to June 30th 2027:
- September 10th - Longevity Planning with Gerald Applefield
- November 5th - Business Planning with April L. Gremillion and Sara Maddox
- January 21st - TBD
- April 1st - BREAKFAST - TBD
Here are the dates for the three socials we have planned for this year as well:
- October 29th - 5:00pm - Bear's BBQ Downtown (135 Coxe Ave)
- February 11th - 5:00pm - TBD
- June 3rd - 5:00pm - TBD
WNC Estate Planning Council 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.
