2018 Annual Meeting, Seminar & Reception - SPONSORSHIPS
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When: Thursday, May 3, 2018
3:00 - 8:00 PM
Where: One North Broad (otherwise known as the Masonic Temple)
One North Broad Street
Philadelphia, Pennsylvania  19107
United States
Contact: Denise Downing

Online registration is closed.
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The PEPC Annual Meeting will be held at One North Broad (otherwise known as the Masonic Temple) on Thursday, May 3, 2018. The speaker for the event will be Michael Kitces, a Partner and the Director of Wealth Management for Pinnacle Advisory Group, co-founder of the XY Planning Network, and publisher of the financial planning industry blog Nerd’s Eye View. Following the program, a cocktail reception with open bar and dinner buffet will take place in the Grand Ballroom and attendees will have access to tour the venue.

The Annual Meeting is one of the council’s highest attended events each year attracting between 200-300 estate planning professionals. The agenda for the evening is:

3:00 – 3:30 p.m. Registration
3:30 – 6:00 p.m. Council Remarks and Program
6:00 – 8:00 p.m. Cocktail Reception and Museum Access

The Annual Meeting Sponsorships are $2,000 per company. Benefits include:

  • •Company name, logo and link to your website included on meeting notices, website event listing and email blasts.
  • Verbal acknowledgment by the PEPC President at the program.
  • Company name and logo on signage at the event.
  • Your choice of either distributing promotional materials on attendee chairs at the event OR a tabletop exhibit during registration and the cocktail reception from 6:00 – 8:00 p.m.
  • Complimentary registrations for two representatives from your company.
  • 10% discount on an advertisement in the PEPC e-newsletter.

The deadline to confirm sponsorships is March 3, 2018. Sponsorships are expected to sell out, so act quickly!


The Philadelphia Estate Planning Council
P.O. Box 579
Moorestown, NJ 08057-0579

Executive Director: Denise Downing, CMP


Phone: (215) 486-6215
Fax: (856) 727-9504