Putting our Clients First Since 2009


The difference between EPGN and other networking groups
We focus on developing a better understanding of our roles, and the roles of other professionals in the Estate Planning community. Instead of presentations, we encourage our members to participate in activities and case studies. When we understand the services and products offered by our fellow professionals, in context of the activities we participate in together, we are better able to serve our own clients. 

Who should join?
Any professional who serves in the Estate Planning Arena, who enjoys learning, who wants to grow his/her practice and who enjoys meeting other professionals like: Attorneys, Private Trustees, CPAs, Financial Advisors, Geriatric Care Managers, Senior Residence Directors, Bankers, Trust Officers, Insurance Professionals, Senior Real Estate Specialists, Senior Move Service Providers, etc.  If you don’t see your service or profession listed, come to breakfast and introduce yourself!


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