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Regular Membership Application (July 2023)
Junior / Student Membership Application (July 2023)

Estate Planning Council of Cleveland 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.

UPCOMING EVENTS

October 14, 2025

Luncheon: National Economic Outlook sponsored by Calfee, Halter & Griswold LLP

Brian Anderson, Regional Executive

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November 12, 2025

Luncheon: 5 Chapters in the Book I’m Never Going to Write sponsored by Fairport Wealth

Lawrence H. Hatch

See Event Details

December 3, 2025

East Side Breakfast: Community Foundation Panel sponsored by Huntington Private Bank

Cynthia Andrews, Amy Jordan, and John Garofalo

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January 13, 2026

Luncheon: Estate Planning with Different Generations sponsored by Sequoia Financial Group

Gina Gurganus, Linda Olejko, and Rebecca Price

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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