National Association of Estate Planners and Councils

NAEPC President's Message - December 2017
 

M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®​
Hawthorn - PNC Family Wealth
Philadelphia, Pennsylvania

Dear NAEPC Members:

I am truly honored to take office as president of NAEPC, which occurred on December 1, 2017, and delighted to begin planning for 2018 with our exceptional officers and directors.  I’m also glad that you are with us on this journey.

Our organization is strong because of the many leaders who have served before me and I am grateful to those who have paved the way.  In addition to the many volunteers, officers, board members and past presidents who have served in years prior, I owe a special “thank you” to our immediate past president Paul S. Viren.  It is with his help that we are ready to begin 2018 on such solid footing!

NAEPC recently concluded its record-breaking 54th Annual NAEPC Advanced Estate Planning Strategies Conference in New Orleans.  All prior records were broken with more attendees and sponsors than ever before!  Our thoughts are quickly turning to the November 6 – 9, 2018 NAEPC Advanced Estate Planning Strategies Conference, which will be held in Ft. Lauderdale, FL and will feature an additional half-day of education.  Please plan now to join us for this exciting conference - you certainly won’t be disappointed.  I offer my heartfelt congratulations to Julie A. Buschman, Lawrence J. Macklin, and the entire conference committee on a job well done in New Orleans, and share my thanks with the New Orleans Estate Planning Council for their warm welcome.

If you are reading this message you have likely noticed that the NAEPC website is fresh and new!  The new website was launched in late October and offers a much more streamlined look and feel with new and easy-to-use features.  We hope you like the new look!

In closing, I look forward to serving as your president this year and encourage you to contact me at any time with your thoughts and suggestions.

Sincerely, 
                                                                                                                    
 

 

 

M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC®​
2018 President