Emerging Planners

Emerging Planners Group

The Emerging Planners (EP) of the Baltimore Estate Planning Council (BEPC) is a group of professionals with generally less than ten years of experience in the careers involved with estate planning.   The professional disciplines includes legal, accounting, investment, insurance, financial planning, philanthropic planning, trust services, valuation, and other related professionals.  The EP organizes and sponsors both educational and social events to ultimately develop relationships to serve our clientele in a more collaborative, holistic approach.  It is an excellent group of growth oriented professionals, who are becoming more entrenched in the estate planning profession and getting involved in BEPC.

All events allow ample time for expanding one's professional network or building more substantial relationships with existing acquaintances.  Emerging Planners programs are open to members and non-members of the Baltimore Estate Planning Council of varying experience levels.

We hope to see you at EP Events.