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Kenneth R. Samuelson, CLU, ChFC
2024-2025 President  
Charlotte Estate Planning Council

As incoming President for the 2024-2025 term, it is truly an honor to serve such a vibrant and dynamic community of professionals dedicated to the field of Estate Planning (CEPC). Our Council has a rich history and a bright future, thanks to the dedication of the Board and staff. First and foremost, I want to express my gratitude for your continued support and engagement, which has been instrumental in driving the growth and success of our Council. Read the full presidents letter below.

Presidents Letter

 

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Mission Statement

The mission of the Charlotte Estate Planning Council (CEPC) is to promote the interest of the public by providing an educational forum for estate planning professionals from various disciplines and to foster cooperation and share ideas relevant to the estate planning process. Learn more about our organization at the button link below.

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CEPC is a local affiliate of the National Association of Estate Planners & Councils (NAEPC), a national organization of professional estate planners and affiliated estate planning councils, focused on establishing and monitoring the highest professional and educational standards. Click Here for CEPC's Diversity, Equity and Inclusion Statement

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