Welcome to the Hampton Roads Estate Planning Council. Our chapter was founded in 1971 and today we are a multi-professional group of approximately 150 members. Our members are professionals working in the greater Hampton Roads area, that specialize in legal, accounting, insurance, investment, trust, financial planning professions, as well as representatives from various charitable organizations.
The Estate Planning Council strives to provide high quality continuing education at our meetings, along with networking opportunities. We believe that using the multi-disciplinary approach to estate planning gives families and business the best overall estate planning.
We have at least five education dinner meetings a year. Those meetings will begin with a cocktail social hour, followed by dinner with a guest speaker on various estate, tax, financial, philanthropic or insurance planning topics. We strive to obtain continuing education credits for the various designations of our attendee's.
If you are interested in becoming a member or a sponsor, we would like to welcome you as a guest to one our dinner meetings.
If you are a current member, and are interested in helping out with one of our various committees. Please send us an e-mail to email@example.com or contact the chair of the committee directly:
MEMBERSHIP - Caroline S. Oliver, CFA, CFP, AEP, at firstname.lastname@example.org
PROGRAM - Caryn R. West, ESQ, AEP, Parks Zeigler at email@example.com
SCHOLARSHIP - Melissa N. Moser, ESQ, Moser Law PLLC at firstname.lastname@example.org
Hampton Roads Estate Planning Council 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.