Loudoun Estate Planning Council

non-profit dedicated to educating the public on the importance of estate planning. We offer members a forum to network, stay up-to-date on emerging topics of interest, complete continuing education requirements and give back to our community.

The Catoctin Estate Planning Council (CEPC) is a non-profit organization located in Loudoun County, Virginia dedicated to educating the public on the importance of estate planning. We offer members a forum to network, stay up-to-date on emerging topics of interest, complete continuing education requirements and give back to our community through various initiatives. The Catoctin Estate Planning Council is a component of the Community Foundation for Loudoun and Northern Fauquier Counties, a 501(c)3. CEPC was founded in October 2013 to provide estate planning professionals in Loudoun County with a local organization dedicated to educating the public on the importance of estate planning. Founding members realized a need for the organization to have strong ties to the community with a focus on giving back. A volunteer Board of Directors oversees the presentations, policies, membership process, and community programs. CEPC is a member of the National Association of Estate Planners & Councils, joining with hundreds of similar community Councils across the U.S. CEPC invites accountants (CPAs), attorneys, trust officers, financial institution professionals (bankers, advisors), development officers, financial planners, insurance professionals, valuation specialists, and charitable giving advisors to join. Non-members are welcome to attend CEPC’s events to learn more about the council prior to joining. Does your practice have the capacity to increase its business? Would networking with colleagues from the estate planning profession enhance the services you are able to offer your clients? Are you interested in supporting charitable and educational programs to advance the values of our collective professions? For more information on joining CEPC, please email [email protected] or visit www.catoctinestateplanning.org.

Mission: Our mission as a nonprofit association is to provide an inclusive and interdisciplinary forum for estate-planning professionals to foster relationships and enhance their proficiency in the field, and to promote charitable programs that educate the public about the importance of estate planning.

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"SECURE Act - Insights & Answers: Understanding the New Legislation" presented b

Next Breakfast--we'll talk about the new SECURE Act--on March 10! All the info and RSVP here: http://events.constantcontact.com/register/event?llr=sfdjm6rab&oeidk=a07egwnjw9wb339ecc0

events.r20.constantcontact.com The Loudoun Estate Planning Council (LEPC) cordially invites you to attend its Educational Breakfast Meeting on March 10, 2020. Angela Bender, CFP, and managing partner of AMJ Financial Wealth Management, will present, 'SECURE Act - Insights & Answers: Understanding the New Legislation.' Join us Mar...

loudounepc.org

Meetings and Events – Loudoun Estate Planning Council

FEB 11 @ 8am--get the skinny on the area's Economic Outlook from the Fed Reserve--special guest, Ray Owens.
Reserve your seat today!
https://www.loudounepc.org/meetings-and-events/

loudounepc.org Meetings and Events DATE: Tuesday, February 11, 2020 TOPIC: “2020 ECONOMIC OUTLOOK” PRESENTER: Ray Owens, senior economist and policy advisory, Federal Reserve Bank of Richmond-Baltimore-Charlotte LOCATION: River Creek County Club, 43800 Olympic Blvd, Leesburg, VA REGISTRATION—8:00 A.M. NETWOR...

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"2020 Economic Outlook for the Greater Washington Area" - presented by Ray Owens

1st Breakfast Meeting of the year is Feb 11 2020. Please join us!

http://events.r20.constantcontact.com/register/event?oeidk=a07eguvijkp11e7ed9f&llr=sfdjm6rab

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February 11, 2020
"2020 Economic Update"
presented by Ray Owens, senior economist & policy advisor, Federal Reserve Bank Richmond-Baltimore-Charlotte
@ 8 am - River Creek Country Club, Leesburg

RSVP today! Sponsor a Table of 10!
http://events.constantcontact.com/register/event?llr=sfdjm6rab&oeidk=a07eguvijkp11e7ed9f

[01/07/20]   HAPPY NEW YEAR! Exciting and informative programs heading your way this year--our first one is in February. Stay tuned for the details and the link to RSVP!

[12/16/19]   Our kickoff event for 2020 will be our Breakfast Meeting in February. Watch your inbox in January for all the details on how to sign up!

[12/10/19]   Thanks for joining us for Breakfast today! Special THANKS to Mark Ewert with Legacy Philanthropy Group for being our Guest Speaker!

Join us in February at Breakfast to kick-off 2020!! Watch your inbox in January for details.

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Why Ask Why: Adding Value and Values to Your Client Relationships

Good stuff happening with the LEPC! Check us out next Tuesday--get your ticket today!!

http://events.r20.constantcontact.com/register/event?oeidk=a07egpzdoc656c4cb20&fbclid=IwAR08WSLR6_VcsFz773bNDhS935-twuFAONfGs4OBeEqnK_9qSort57o4oSY&llr=sfdjm6rab

events.r20.constantcontact.com Join the LEPC at its DEC 10 Breakfast Meeting and learn about adding value to your client relationships. Mark Ewert & Jay Weisman, Legacy Philanthropy Group, will present. Both are Chartered Advisors in Philanthropy® (CAP®). CE credit for CFP at this event! RSVP or Sponsor a Table today!!!!

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Why Ask Why: Adding Value and Values to Your Client Relationships

Earn CE at our final Breakfast Mtg for 2019--Join us DEC 10. Info and sign-up here: http://events.constantcontact.com/register/event?llr=sfdjm6rab&oeidk=a07egpzdoc656c4cb20

events.r20.constantcontact.com Join the LEPC at its DEC 10 Breakfast Meeting and learn about adding value to your client relationships. Mark Ewert & Jay Weisman, Legacy Philanthropy Group, will present. Both are Chartered Advisors in Philanthropy® (CAP®). CE credit for CFP at this event! RSVP or Sponsor a Table today!!!!

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"Special Needs Trusts--the Legal & Financial Collaboration"

Registration is OPEN! Learn all about Special Needs Trusts on NOV 12. CE for CLE. RSVP: http://events.r20.constantcontact.com/register/event?oeidk=a07ego06sco6d710390&llr=sfdjm6rab

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"Special Needs Trusts--the Legal & Financial Collaboration"

1-Hour of Continuing Ed for CLE at Nov 12 Breakfast!! Register today: http://events.r20.constantcontact.com/register/event?oeidk=a07ego06sco6d710390&llr=sfdjm6rab

events.r20.constantcontact.com Join the LEPC at its NOV 12 Breakfast Meeting and learn from experts about Special Needs Trusts. Elizabeth L. Gray, Esq., and Stanley B. Corey, CFP, will share important info at this event. RSVP today!! Sponsor a Table of 10! Possible CE credit for CLE at this event.

[10/08/19]   Thanks for joining us for today's breakfast! Mark your calendars--Next Breakfast Meeting is Tuesday, NOV 12. Watch your inbox for your invitation and all the details! (We use Constant Contact to stay in touch.) OR, watch our website: www.LoudounEPC.org

[09/30/19]   Have you signed up yet? Breakfast Meeting with "Before & After the Box" panel discussion next Tuesday, OCT 8 @ 8am. SIGN UP HERE: http://events.r20.constantcontact.com/register/event?oeidk=a07egm1rmv9eea8a2a5&llr=sfdjm6rab

[09/24/19]   Happy Hour is tomorrow (Wed) SEP 25 at 5pm. King Street Oyster Bar in Leesburg. SEE YOU THERE!!!

SAVE the DATE: OCT 8. Next Breakfast Meeting at 8 am @ River Creek Country Club. Topic is "Multi-Generational Planning"--there is more to life and death planning than just wills, trusts, and wealth management. RSVP link coming soon!

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LEPC Annual Membership Meeting - 2019

All members and anyone interested in joining: See you next Tuesday! Don't forget to RSVP: http://events.r20.constantcontact.com/register/event?oeidk=a07egjx1nq5221a4740&llr=sfdjm6rab

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Thanks for joining us for Breakfast this morning! Our next one is on Tuesday, SEP 10 @ 8am--it's our Annual Membership Meeting and will also feature a special presentation by Scott Thoma of Edward Jones. Join us! RSVP here:http://events.constantcontact.com/register/event?llr=sfdjm6rab&oeidk=a07egjx1nq5221a4740

[08/22/19]   See you at Breakfast tomorrow (Friday!!)

Awesome networking and dynamic speaker on tap for next Friday. Sign up here today: http://events.constantcontact.com/register/event?llr=sfdjm6rab&oeidk=a07eghjfkci7ddebc7e

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"2019 Economic Update," presented by Philip Blancato, Pres. & CEO, Ladenburg Tha

Calling all CFPs! Earn 1-hour of CE at our AUG 23 Breakfast. Sign up here: http://events.r20.constantcontact.com/register/event?oeidk=a07eghjfkci7ddebc7e&llr=sfdjm6rab

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"2019 Economic Update," presented by Philip Blancato, Pres. & CEO, Ladenburg Tha

Yay!! One hour of CE has been approved for CFP for those attending our upcoming AUG 23 Breakfast with special guest presenter, Philip Blancato, President & CEO of Ladenburg Thalmann Asset Management!

RSVP Today! http://events.r20.constantcontact.com/register/event?oeidk=a07eghjfkci7ddebc7e&llr=sfdjm6rab

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Happy hour with the LEPC crowd!

Reminder: Join us for Happy Hour at Matchbox in One Loudoun on Wednesday! 5pm!

LEPC Board Members at 2019 Polo in the Park at Morven Park!

See you tomorrow!!

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"Estate Planning - Why It Still Matters," presented by Bobby Feisee, president o

Learn about The Secure Act and more with Bobby Feisee at our Breakfast next week, July 9. RSVP here: http://events.r20.constantcontact.com/register/event?oeidk=a07egdl567028545480&llr=sfdjm6rab

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Bobby will also talk about The Secure Act. JOIN US next Tuesday morning!! RSVP here: http://events.r20.constantcontact.com/register/event?oeidk=a07egdl567028545480&llr=sfdjm6rab

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"Estate Planning - Why It Still Matters," presented by Bobby Feisee, president o

2 weeks until Bobby Feisee's presentation at our Breakfast. RSVP now! http://events.r20.constantcontact.com/register/event?oeidk=a07egdl567028545480&llr=sfdjm6rab

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"Estate Planning - Why It Still Matters," presented by Bobby Feisee, president o

"Estate Planning - Why It Still Matters" - Next LEPC Breakfast with CE available!! RSVP today: http://events.constantcontact.com/register/event?llr=sfdjm6rab&oeidk=a07egdl567028545480

events.r20.constantcontact.com The Loudoun Estate Planning Council (LEPC) cordially invites you to attend its JULY 9 Breakfast Meeting--CE available for CFP & CPE. Attorney Robert 'Bobby' Feisee, president of InSight Law will present, 'Estate Planning--Why It Still Matters.' Please make plans to attend! Earn CE! Sponsor a Table!....

Calling all CFPs, CPAs, lawyers, insurance pros--anyone who wants to know more about Estate Planning! Join the LEPC at our Educational Breakfast meeting next week on JUNE 11 @ 8am. www.LoudounEPC.org

LEPC's Networking Happy Hour--Next week!! MAY 22 (Wed.) from 5-7pm @ Delirium Cafe in downtown Leesburg. See you there!!!!

Thanks for joining us for Frank's presentation today! Mark your calendars for next week's Happy Hour (5/22 - 5-7pm) at Delirium Cafe in Leesburg. Also, June 11 is our next Breakfast Meeting. Topic: "Estate Planning During Divorce." Hope to see you there!!

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"How to Make the Tax Reform Act Work for you & your Clients" - presented by Fran

All about Tax Reform at the LEPC May 14 Breakfast Meeting! Get the details and RSVP today: http://events.constantcontact.com/register/event?llr=sfdjm6rab&oeidk=a07eg91wgx8ba03f08c

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"How to Make the Tax Reform Act Work for you & your Clients" - presented by Fran

Tax Reform--DON'T MISS this informative Breakfast Meeting on May 14! Tell your friends & sign up here: http://events.constantcontact.com/register/event?llr=sfdjm6rab&oeidk=a07eg91wgx8ba03f08c

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"To Probate or Not to Probate...Is that the Question?" - presented by The Honora

7 days until our Breakfast Meeting with special keynote presenter, Gary Clemens, Loudoun County Clerk of Circuit Court. Please join us and sign up today! http://events.r20.constantcontact.com/register/event?oeidk=a07eg6fo0z6655e6f3c&llr=sfdjm6rab

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[03/26/19]   LEPC Happy Hour is tomorrow, MARCH 27, from 5-7 pm at Copperwood Tavern (One Loudoun). Please come!

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"To Probate or Not to Probate...Is that the Question?" - presented by The Honora

Sign up today for the APRIL 9 LEPC Breakfast Meeting! The Honorable Gary Clemens, Clerk of the Circuit Court, Loudoun County, VA will present, "To Probate or Not to Probate...Is That the Question?" YOU DON'T WANT TO MISS IT! RSVP here: http://events.constantcontact.com/register/event?llr=sfdjm6rab&oeidk=a07eg6fo0z6655e6f3c

events.r20.constantcontact.com The Loudoun Estate Planning Council (LEPC) cordially invites you to attend its APRIL 9 Breakfast Meeting. The Honorable Gary M. Clemens, clerk of the circuit court, Loudoun County, will present, 'To Probate or Not to Probate...Is that the Question?' Please make plans to attend! Sponsor a Table! RSVP...

Loudoun Estate Planning Council's cover photo

[03/12/19]   Thanks for joining the LEPC for Breakfast this morning and learning all about planning for Medicare/Healthcare! Special thanks to our guest speaker, Joe Carbone with Fidelity. Next event is LEPC Happy Hour on MARCH 27, then Breakfast Mtg on APRIL 9--Gary Clemens, Clerk of Courts--Loudoun is slated to speak. Mark your calendars and plan to join us! www.LoudounEPC.org.

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"Planning for Healthcare/Medicare" - presented by Joe Carbone, Fidelity Investme

Don't forget to RSVP for next Tuesday's LEPC Breakfast Meeting with Medicare presentation by Joe Carbone. RSVP now: http://events.r20.constantcontact.com/register/event?oeidk=a07eg45vqo13a10f6a6&llr=sfdjm6rab

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"Planning for Healthcare/Medicare" - presented by Joe Carbone, Fidelity Investme

Don't forget to RSVP for the LEPC's MARCH 12 Breakfast Meeting--all about Planning for Healthcare/Medicare--GREAT INFO to have, and some designations can earn CE. Details here: http://events.r20.constantcontact.com/register/event?oeidk=a07eg45vqo13a10f6a6&llr=sfdjm6rab

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"Planning for Healthcare/Medicare" - presented by Joe Carbone, Fidelity Investme

Earn CE credit and learn about "Planning for Healthcare/Medicare" with Joe Carbone, Fidelity Investments at our MARCH 12 Breakfast Meeting. All the details and RSVP link here: http://events.constantcontact.com/register/event?llr=sfdjm6rab&oeidk=a07eg45vqo13a10f6a6. TELL A FRIEND!

events.r20.constantcontact.com The Loudoun Estate Planning Council (LEPC) cordially invites you to attend its MARCH 12 Breakfast Meeting. Joe Carbone, Fidelity Investments, will present, 'Planning for Healthcare/Medicare.' 1-hour of CE credit available for CFP and CPE attending this event. Please RSVP by MARCH 6. Bring a friend!....

[01/29/19]   Tidbit from the National Association's new president: "... let’s consider what excellence in estate planning is NOT. We know...that 70% of the time, the family wealth, family values and family itself are dissipated within the second generation, and only survive the third generation 9% of the time." JOIN your Loudoun Estate Planning Council and help us spread the word about the importance of quality ESTATE PLANNING. Our next event is FEB 19. Sign up to attend via our website: www.LoudounEPC.org

Our Story

The Loudoun Estate Planning Council (LEPC) is a non-profit organization located in Loudoun County, Virginia dedicated to educating the public on the importance of estate planning. We offer members a forum to network, stay up-to-date on emerging topics of interest, complete continuing education requirements and give back to our community through various initiatives. The Loudoun Estate Planning Council is a component of the Community Foundation for Loudoun and Northern Fauquier Counties, a 501(c)3. LEPC was founded in October 2013 to provide estate planning professionals in Loudoun County with a local organization dedicated to educating the public on the importance of estate planning. Founding members realized a need for the organization to have strong ties to the community with a focus on giving back. A volunteer Board of Directors oversees the presentations, policies, membership process, and community programs. LEPC is a member of the National Association of Estate Planners & Councils, joining with hundreds of similar community Councils across the U.S. LEPC invites accountants (CPAs), attorneys, trust officers, financial institution professionals (bankers, advisors), development officers, financial planners, insurance professionals, valuation specialists, and charitable giving advisors to join. Non-members are welcome to attend LEPC’s events to learn more about the council prior to joining. Does your practice have the capacity to increase its business? Would networking with colleagues from the estate planning profession enhance the services you are able to offer your clients? Are you interested in supporting charitable and educational programs to advance the values of our collective professions? For more information on joining LEPC, please email [email protected] or visit www.loudounepc.org

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Telephone

Address


44160 Scholar Plaza Suite 350
Leesburg, VA
20176

General information

Estate planning isn't truly about things.. it's about people. At the heart of estate planning, people aren't as concerned about what happens to their assets as they are concerned about what will happen to their family. The Loudoun Estate Planning Council is a component of the Community Foundation for Loudoun and Northern Fauquier Counties, a 501(c)3.
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