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Jenn Muckley

Jennifer D. Muckley, CFP®, AEP®, CTFA®
2026-2027 President  
Charlotte Estate Planning Council

Dear CEPC Members,

As I step into the role of President, I do so with both gratitude and a true sense of humility.

When I moved to Charlotte 16 years ago, I joined the Charlotte Estate Planning Council about a year later knowing only a small handful of people in the estate planning community. At the time, I simply hoped to meet others in the field and begin building relationships. I never would have imagined then that I would one day have the opportunity to lead this organization, and I am proud and humbled to do so.

 Read the full presidents letter below.

Presidents Letter

 

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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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