Presidents Letter

Dear Members of CEPC,

As incoming President for the 2024-2025 term, it is truly an honor to serve such a vibrant and dynamic community of professionals dedicated to the field of Estate Planning (CEPC). Our Council has a rich history and a bright future, thanks to the dedication of the Board and staff. First and foremost, I want to express my gratitude for your continued support and engagement, which has been instrumental in driving the growth and success of our Council.

Over the past year, we have seen an increase in membership, a testament to the value that our organization provides to practitioners in our field. I am delighted to welcome new faces into our community and look forward to the fresh perspectives and expertise they bring. One of the highlights of the past year has been the success of our Emerging Leaders initiative. This program has not only provided valuable mentorship opportunities for young professionals but has also infused our council with new energy and ideas.

I am proud of the strides we have made in nurturing the next generation of estate planning leaders and am committed to continuing this important work in the year ahead. Our programming over the past year has been excellent, thanks to the dedication the Board to identify best-in-class speakers. As we look to the future, we will maintain our commitment to delivering timely and relevant programs that address the evolving needs of our members.

Our leadership continues to work to ensure accessibility for all members by offering meetings at various times of the day. Whether it's breakfast meetings or luncheons, we understand that everyone's schedule is unique, and we are committed to accommodating your needs. By providing flexibility in meeting times, we hope to foster greater participation and engagement among our members.

I am also pleased to report that the CEPC is on solid financial footing, thanks to the prudent stewardship of our resources by past leadership. This positions us well for success in the upcoming year and beyond, allowing us to invest in initiatives that will further enhance the value we provide to our members.

I am truly excited about the opportunities that lie ahead for our council. Together, we will continue to elevate the practice of estate planning, foster professional growth and collaboration, and make a meaningful impact in our community. Thank you for your unwavering support, and I look forward to serving you in the year ahead. 

Warm regards,
Kenneth R. Samuelson, CLU, ChFC
CEPC 2024-2025 President