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North Georgia Estate Planning Council

The North GA Estate Planning Council (NGAEPC) provides the opportunity for estate planning professionals to network and learn alongside each other.
The NGAEPC is administered by the North Georgia Community Foundation and is under the guidance of local professionals.

Quarterly Luncheon Programs

Quarterly lunch meetings bring in industry experts to teach new information and tools that can be applied to every area of this critical field. Attendees also have the opportunity to network and make connections with other local professionals.

2023 Program Schedule:

June 7th – Economic Update – Presented by Todd Schomberg, Senior Portfolio Manager for Invesco Fixed Income 

September 6th – Estate Planning for Business Owners

Thursday, September 7th – After Hours!

December 6th – Tax Update

Annual Membership

The NGAEPC annual membership is from July 1 – June 30. The membership fee is $100 per. person and includes quarterly lunch meetings on topics important to the estate planning field.

Additional opportunities and acknowledgement of our members will be coming soon.

CLICK HERE TO SIGN-UP FOR 2023-2024 MEMBERSHIP

All luncheons take place from 11:30 am – 1:00 pm at the
NGCF Community Room: 340 Jesse Jewell Pkwy SE, Suite 605 | Gainesville, Georgia 30501.

These luncheons are included with an Annual NGAEPC Membership. Non-members are welcome to attend meetings for a $50 fee.

 

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For questions about the North Georgia Estate Planning Council, reach out to Megan Martin, Vice President, Marketing & Development at the North Georgia Community Foundation.

Stay Informed.