Private Wealth Management, U.S. Bank

EPC Guidestar - Mentorship

Mentorship is an important component of EPC Cleveland’s commitment to leadership and career development in the estate planning arena.  Although we all “mentor” others to some extent in our professional lives, as an organization dedicated to promoting and supporting careers in fields related to estate planning, EPC Cleveland is excited to launch a formal mentorship program starting in 2018, EPC GUIDESTAR! 

EPC GUIDESTAR’s goal is to connect experienced EPC professionals with newer, less experienced members who wish to develop a mutually beneficial relationship over the next year, or longer, as determined by the participants.  The amount of time required for Mentor/Mentee meetings will be determined by the participants, although it is recommended, at a minimum, to meet either via phone or in person on a quarterly basis.  Networking/social events and learning  opportunities will be offered to the entire Mentorship class at various times throughout the year. ​

On Thursday, February 22nd we will launch our first social and kick-off event at Masthead Brewing Co. from 5 to 7 p.m. - come and learn more about this exciting new program!  Register here. 

If you have an interest in learning more about EPC GUIDESTAR and would like to be considered as a Mentor or Mentee please complete the appropriate questionnaire below.  We will consider the responses to the questionnaires as well as feedback received from our social event on the 22nd in determining how best to match up participants.  Participants will be notified by mid-March regarding their assignment.


Mentor survey

Mentee survey