Welcome to the Wichita Estate Planning Council
Giving our members a professional edge!
Wichita Estate Planning Council at a Glance
The Wichita Estate Planning Council (WEPC) is a multi-disciplinary organization of about 100 of the top professionals in their respective fields who share a common belief that a client is best served by the team concept of estate planning and financial planning.
Our members are attorneys, accountants, financial and insurance planners, trust officers, planned giving professionals, as well as allied professionals.
We are committed to expanding estate planning knowledge and expertise, growing professional contacts and relationships, promoting a multi-disciplinary approach to estate planning and, ultimately, enhancing our community by facilitating superior client service.
Do you want to be comprehensively informed of cutting-edge estate planning developments and strategies - and be part of a unique organization? Join the Council today!
What Members Receive
Nationally and locally known speakers and educators within the various fields of estate and financial planning.
Unparalleled networking opportunities.
Six meetings a year for combined educational and networking events.
Continuing education credit including CLE, CFP, CPA, Kansas insurance, CTFA.
Ongoing updates on estate planning developments and changes in tax and estate planning laws.
Combined membership of top professional from diverse professional fields.
Top-quality speakers and dinner or lunch at one of Wichita’s finest, the Petroleum Club.
Membership in NAEPC.
Who Can Join?
Our members are attorneys, accountants, financial and insurance planners, trust officers, planned giving professionals, as well as allied professionals.
Membership consists of professionals practicing in one or more the following categories:
Attorneys
Certified Public Accountants
Certified Financial Planners
Insurance professionals
Officers of trust companies or banks maintaining trust departments
Planned giving and fundraising professionals
Other professionals offering financial planning services to the public, asset management services or other related estate planning services
Continuing Education
We aim to offer high-caliber speakers and information. WEPC programs are intended to qualify for continuing education for all member disciplines, including special pre-approval credit for CLE, CFP and Kansas insurance.
Guidelines followed for quantifying professional educational programming include:
Sign-in sheets
CE certificates of attendance
50-60 minute CE presentations
Topics relevant to the practice
Recognized and credible speakers
Electronic outlines and materials
Archived records of the above
Meetings
The WEPC year runs from October to May, with six meetings per year (there are no meetings in December or April). Meetings are held at the Petroleum Club in downtown Wichita.
Monthly meetings provide opportunities to:
• Network and collaborate with experienced professionals
• Catch up quickly and regularly with existing relationships
• Gain new knowledge and sources of information for your professional practice
• Fulfill one hour of professional education
National Association of Estate Planners and Councils
Membership in NAEPC
WEPC is affiliated with the National Association of Estate Planners and Councils – an organization of professional estate planners in approximately 275 affiliated estate planning councils. Together we are one national network of estate planning professionals, cultivating multi-disciplinary relationships while attaining practice-based education.
WEPC members have access to the benefits, programs, discounts and services offered by NAEPC.
January 14, 2025 | Dinner Program:
Sunset of the Tax Cuts and Jobs Act
Presenter: Prof. Roger McEowen
Ninth Floor Club and Venue / Petroleum Club
100 N Broadway #900, Wichita, KS 67202
Meeting Format
Our monthly format is a cocktail networking period followed by a full dinner or lunch and a one-hour professional presentation.
Dinner Schedule
5:30 p.m. Arrival and Networking
6:00 p.m. Dinner
6:30 p.m. Presentation
7:30 p.m. Adjourn
Lunch Schedule
(November and February)
11:30 a.m. Arrival and Networking
11:45 a.m. Lunch
12:00 p.m. Presentation
1:00 p.m. Adjourn
Reservations are required and must be made by the Friday before the meeting.
Reserve your seat now or contact wichitaepcouncil@gmail.com.
Meeting Generously Sponsored by:
forvis mazars
and
Transworld
Many thanks to this month's meeting sponsors!
Why Sponsor?
Meeting sponsors have the opportunity to connect with many estate planning professionals in a single location at one event. Your sponsorship helps WEPC to continue providing excellent programs.
