Loudoun Estate Planning Council

non-profit dedicated to educating the publ ic on the importance of estate planni ng. We offer members a forum to netwo rk, stay up-to-date on emerging topics of intere st, complete continuing education requirements and gi ve back to our community.

The Loudoun Estate Planning Council (LE PC) is a non-profit organization located in Loudo un County, Virginia dedicated to educating t he public on the importance of esta te planning. We offer members a for um to network, stay up-to-date on emergi ng topics of interest, complete continuing educati on requirements and give back to o ur community through various initiatives. LEPC w as founded in October 2013

Operating as usual

Register for our April meeting wi th Buddy Rizer, Executive Director of Loudo un Economic Development 03/28/2022

Register for our April meeting wi th Buddy Rizer, Executive Director of Loudo un Economic Development

Our latest newsletter!

Register for our April meeting wi th Buddy Rizer, Executive Director of Loudo un Economic Development Registration is now open for o ur April 12th Meeting. Renewals are D UE and you can easily renewal by clicki ng the button below: LEPC Renewal Plea se renew before registering for April's eve nt. MEETING R

Loudoun Estate Planning Council updated the ir address. 03/28/2022

Loudoun Estate Planning Council updated the ir address.

Loudoun Estate Planning Council updated the ir address.

Register for our March hybrid meeti ng with Robert Feisee, President of InSig ht Law 02/14/2022

Register for our March hybrid meeti ng with Robert Feisee, President of InSig ht Law

Check out our latest newsletter!

https://conta.cc/3B9xuD7

Register for our March hybrid meeti ng with Robert Feisee, President of InSig ht Law Registration is now open for o ur March 8th hybrid meeting. MEETING REGISTRATI ON NOW OPEN! Hello to all of o ur LEPC Members! We are excited f or our next monthly meeting to be he ld IN-PERSON AND VIA ZOO

Register for our February hybrid meeti ng with Ray Owens of the Feder al Reserve! 01/22/2022

Register for our February hybrid meeti ng with Ray Owens of the Feder al Reserve!

Have you read our most rece nt newsletter? https://conta.cc/33OVmzl

Register for our February hybrid meeti ng with Ray Owens of the Feder al Reserve! Registration is now open for o ur February 8 hybrid meeting. MEETING REGISTRATI ON NOW OPEN! Hello to all of o ur LEPC Members! We are excited f or our next monthly meeting to be he ld IN-PERSON AND VIA ZO

Register for our December hybrid meeti ng with Amy Owen of Community Foundati on of Loudoun and Northern Fauquier Counti es! 11/26/2021

Register for our December hybrid meeti ng with Amy Owen of Community Foundati on of Loudoun and Northern Fauquier Counti es!

Have you checked out our late st newsletter?

https://conta.cc/3F5uMPX

Register for our December hybrid meeti ng with Amy Owen of Community Foundati on of Loudoun and Northern Fauquier Counti es! REGISTRATION NOW OPEN FOR OUR MONTH LY MEETING ON DECEMBER 14TH. MEETING REGISTRATI ON NOW OPEN! Hello to all of o ur LEPC Members! We are excited f or our next monthly meeting to be he ld IN-PERSON AND VI

Register for our November hybrid meeti ng with Gerry Gaeta! 10/19/2021

Register for our November hybrid meeti ng with Gerry Gaeta!

Check out the latest happenings in o ur newsletter!

https://conta.cc/3n2NPTQ

Register for our November hybrid meeti ng with Gerry Gaeta! REGISTRATION NOW OPEN FOR OUR MONTH LY MEETING ON NOVEMBER 9TH. IMPORTANT MEETI NG INFORMATION Due to the current COV ID restrictions, this meeting is a HYBR ID MEETING. Only 35 seats are availab le for t

Register for our September in pers on meeting with Phil Blancato of Ladenbu rg Thalmann Asset Management 08/16/2021

Register for our September in pers on meeting with Phil Blancato of Ladenbu rg Thalmann Asset Management

Our newsletter was sent out on Frid ay. Did you receive it?

Register for our September in pers on meeting with Phil Blancato of Ladenbu rg Thalmann Asset Management REGISTRATION NOW OPEN FOR OUR MONTH LY MEETING ON SEPTEMBER 14th AT RIV ER CREEK COUNTRY CLUB MEMBERS! Renewals a re DUE and you can easily renew al by clicking the button below: LE PC Renewal MEETING REGI

Register for our Members Reception A ND our August IN PERSON meeting wi th Joshua E. Hummer, Esq. 07/18/2021

Register for our Members Reception A ND our August IN PERSON meeting wi th Joshua E. Hummer, Esq.

Check out our latest newsletter!

Register for our Members Reception A ND our August IN PERSON meeting wi th Joshua E. Hummer, Esq. REGISTRATION NOW OPEN FOR OUR MONTH LY MEETING ON AUGUST 10th AT RIV ER CREEK COUNTRY CLUB In This Month 's Newsletter Members Reception on August 5 We a re back to in person meetings Augu st 10th! Why you

Hello from your LEPC! Register f or our July 13 meeting when Mi ke Murphy, Regional Vice President For Equitab le Financial will be presenting 06/18/2021

Hello from your LEPC! Register f or our July 13 meeting when Mi ke Murphy, Regional Vice President For Equitab le Financial will be presenting

Have you received our latest newsletter?

https://conta.cc/355Mhjl

Hello from your LEPC! Register f or our July 13 meeting when Mi ke Murphy, Regional Vice President For Equitab le Financial will be presenting REGISTRATION NOW OPEN FOR OUR MONTH LY MEETING ON JULY 13 VIA ZO OM MEMBERS! Renewals are DUE and y ou can easily renewal by clicking t he button below: LEPC Renewal REGISTRATION N OW OPEN! Hello to all of

Hello from your LEPC! Register f or our June 8 meeting when Kei th Troxell, Esq of Atwill, Troxell a nd Leigh, PC. will be presenting 05/17/2021

Hello from your LEPC! Register f or our June 8 meeting when Kei th Troxell, Esq of Atwill, Troxell a nd Leigh, PC. will be presenting

Have you read our latest newslett er?

Hello from your LEPC! Register f or our June 8 meeting when Kei th Troxell, Esq of Atwill, Troxell a nd Leigh, PC. will be presenting REGISTRATION NOW OPEN FOR OUR MONTH LY MEETING ON JUNE 8 VIA ZO OM REGISTRATION NOW OPEN! Hello to a ll of our LEPC Members! We a re excited for our next monthly meeti ng which will be being held virtual ly

Hello from your LEPC! Register f or our May 11 meeting when Fra nk Stitely of Stitely & Karstetter, PL LC will be presenting 04/20/2021

Hello from your LEPC! Register f or our May 11 meeting when Fra nk Stitely of Stitely & Karstetter, PL LC will be presenting

Have you seen our latest newslett er?

Hello from your LEPC! Register f or our May 11 meeting when Fra nk Stitely of Stitely & Karstetter, PL LC will be presenting REGISTRATION NOW OPEN FOR OUR MONTH LY MEETING ON MAY 11 VIA ZO OM REGISTRATION NOW OPEN! Hello to a ll of our LEPC Members! We a re excited for our next monthly meeti ng which will be being held virtual ly

Hello from your LEPC! Register f or our April 13 meeting and lea rn about Medicare. 03/17/2021

Hello from your LEPC! Register f or our April 13 meeting and lea rn about Medicare.

Check out our latest newsletter a nd RSVP for our next meeting on Apr il 13!

Hello from your LEPC! Register f or our April 13 meeting and lea rn about Medicare. REGISTRATION NOW OPEN FOR OUR MONTH LY MEETING ON APRIL 13 VIA ZO OM REGISTRATION NOW OPEN! Hello to a ll of our LEPC Members! We a re excited for our next monthly meeti ng which will be being held virtu al

Hello from your LEPC! REGISTER F OR OUR MONTHLY MEETING ON MARCH 9. CREDI TS ARE AVAILABLE FOR ATTENDEES 02/19/2021

Hello from your LEPC! REGISTER F OR OUR MONTHLY MEETING ON MARCH 9. CREDI TS ARE AVAILABLE FOR ATTENDEES

Do you receive our newsletter?

Hello from your LEPC! REGISTER F OR OUR MONTHLY MEETING ON MARCH 9. CREDI TS ARE AVAILABLE FOR ATTENDEES REGISTRATION NOW OPEN FOR OUR MONTH LY MEETING ON MARCH 9 VIA ZO OM REGISTRATION NOW OPEN! Hello to a ll of our LEPC Members and Hap py New Year! We are excited f or our next monthly meeting which wi ll be

Hello from your LEPC! REGISTER F OR OUR MONTHLY MEETING ON FEBRUARY 9! 01/22/2021

Hello from your LEPC! REGISTER F OR OUR MONTHLY MEETING ON FEBRUARY 9!

Do you receive our newsletter?

He re is the latest edition -
https://conta.cc/3il6CHa

Hello from your LEPC! REGISTER F OR OUR MONTHLY MEETING ON FEBRUARY 9! REGISTRATION NOW OPEN FOR OUR MONTH LY MEETING ON FEBRUARY 9 VIA ZO OM REGISTRATION NOW OPEN! Hello to a ll of our LEPC Members and Hap py New Year! We are excited f or our next monthly meeting which wi ll

08/26/2020

September 1 VIRTUAL Breakfast Meeting featuring:

Cra ig Fehr, Investment Strategies Principal with Edwa rd Jones presenting:

"Economic Outlook and Investment Strategies "


Continui ng Education credits will be offered f or CPAs and CFPs who attend th is meeting!

JOIN US September 1 to lea rn more!

RSVP today!!
You MUST regist er to receive the meeting information.



Da te: Tuesday, September 1, 2020

Where: v ia Zoom

8:15 am Registration and Networking
8: 30 am Presentation

Cost:
Members: $10.00
Nonmembe rs: $20.00

Register Now!

loudounepc.org 08/04/2020

Meetings and Events – Loudoun Esta te Planning Council

Make sure to Sign up f or our August 11th meeting to g et the LINK to our Meeting! https://www.loudounepc.org/meetings-and-events/

loudounepc.org Meetings and Events DATE: Tuesday, Augu st 11, 2020 TOPIC: “Estate Litigation & Bankrupt cy – A Case Study” PRESENTER: Rand al Borden This presentation will assist an execut or, trustee, or other fiduciaries who recei ve notice of a bankruptcy. In th is presentation, you will learn: When to litigate ...

06/23/2020

Next Breakfast Meeting - AUG 11 - v ia Zoom. Stay tuned for in fo!

06/16/2020

Hope everyone is doing well! O ur Breakfast Meetings will meet virtually f or the remainder of 2020--we will ki ck off our meetings again on Tuesd ay, AUGUST 11 via Zoom. Wat ch this space and your inbox f or more details on how to si gn up. Thanks!

05/12/2020

“Always do what is right. It wi ll gratify half of mankind and astou nd the other.”
--Mark Twain, Writer a nd humorist

MISS YOU ALL! Looking forwa rd to having our next event wh en we can. STAY TUNED!!

05/08/2020

New COVID-19 Resource Alert!

State-by-State Business Reopeni ng Guidance (U.S. Chamber of Commerce)

https://www.uschamber.com/article/state-by-state-business-reopening-guidance

biz.loudoun.gov 04/28/2020

COVID-19 Business Interruption Fund - Loudo un County Economic Development, VA

Remember, application date OPENS TOMORROW, APR IL 29 for Loudoun Small Businesses to s ee about aid from the Loudoun Busine ss Interruption Fund: https://biz.loudoun.gov/loudoun-business-fund/

biz.loudoun.gov The Loudoun County Board of Superviso rs unanimously approved $1.15 million in gra nt funding for the COVID-19 Business Interrupti on Fund to support Loudoun businesses impact ed by the coronavirus outbreak. The Loudo un Economic Development Authority added $250,000, raisi ng the total to $1.4 million.

biz.loudoun.gov 04/24/2020

COVID-19 Business Interruption Fund - Loudo un County Economic Development, VA

Info for Loudoun County small businesses

_________________________________

$1. 15 Million Fund for Loudoun Businesses

Chamber Membe rs,

Last night, the Loudoun County Boa rd of Supervisors approved $1.15 million in fundi ng to the new Loudoun Business Interrupti on Fund. This fund was created by t he Department of Economic Development and t he Loudoun Economic Development Authority to provi de $7,500 - $10k in grant fundi ng for businesses in need as th ey face lost revenues during the COVID- 19 crisis.

A business wi ll qualify for these funds if th ey:

• Have 3-100 employees (if y ou have less than 3 employees ke ep reading!).
• Demonstrate a loss of reven ue of 25% or more directly relat ed to COVID-19.
• Have less than $2,500,0 00 in gross receipts annually.
• Are licens ed and operating business located in Loudo un County.

The application will go live on Thursd ay, April 29th, at LoudounBusinessFund.org. Applicants wi ll have 72 hours to complete t he application. Once complete a department sta ff member will contact the business direct ly to confirm application details and answ er any questions they may have. Recipien ts of the grants through these fun ds will be chosen by a rand om drawing during the middle of t he following week.

Details you need to kn ow:
• Apply online when the applicati on goes live on April 29th.
• Gra nt recipients will be chosen the followi ng week by random drawing
• Fun ds are planned to be distributed by t he first week of May.

Employees with le ss than three employees were also includ ed through separate funding. The Board of Superviso rs approved an additional $150,000 for business es of this size with a tot al grant amount of up to $5,0 00. Please apply using the same li nk and you will be considered alo ng with similarly classified qualifying businesses.

App ly here on April 29: https://biz.loudoun.gov/loudoun-business-fund/

biz.loudoun.gov The Loudoun County Board of Superviso rs unanimously approved more than $1 milli on in grant funding for the COVID- 19 Business Interruption Fund to support Loudo un businesses impacted by the coronavirus outbre ak.

04/16/2020

Face Mask Info – Here’s a li nk to the CDC with information on t he use of cloth face coverings to he lp slow the spread of COVID-19.
Also, instructio ns on how to make your o wn.

https://www.cdc.gov/coronavirus/2019-ncov/prevent-getting-sick/diy-cloth-face-coverings.html?fbclid=IwAR0429VzqZfdNxbaM4JTG9CFtOQQyQ_yB732V8ZO_kYgjO6LJcWhvgbNAyk


Please continue to st ay safe!

03/31/2020

"Apparently there is nothing that cann ot happen today.”

--Mark Twain, Humorist

03/26/2020

April 14 Breakfast Meeting CANCELLED. Ho pe to see you May 12 f or a talk on taxes! Wat ch your inbox for details in t he coming weeks.

03/10/2020

Thanks for joining us for Breakfa st today! Coming April 14: Ro ry Clark (attorney--Legacy Elder Law Center) wi ll present on Asset Protection. Si gn up via our website starting ne xt week!
www.LoudounEPC.org

events.r20.constantcontact.com 02/18/2020

"SECURE Act - Insights & Answe rs: Understanding the New Legislation" presented b

Next Breakfast--we'll talk about the n ew SECURE Act--on March 10! A ll the info and RSVP here: http://events.constantcontact.com/register/event?llr=sfdjm6rab&oeidk=a07egwnjw9wb339ecc0

events.r20.constantcontact.com The Loudoun Estate Planning Council (LE PC) cordially invites you to attend i ts Educational Breakfast Meeting on March 10, 2020. Angela Bender, CFP, and managi ng partner of AMJ Financial Wealth Manageme nt, will present, 'SECURE Act - Insigh ts & Answers: Understanding the New Legislation .' Join us Mar...

loudounepc.org 01/28/2020

Meetings and Events – Loudoun Esta te Planning Council

FEB 11 @ 8am--get the skin ny on the area's Economic Outlook fr om the Fed Reserve--special guest, Ray Owens.
Reser ve your seat today!
https://www.loudounepc.org/meetings-and-events/

loudounepc.org Meetings and Events DATE: Tuesday, Februa ry 11, 2020 TOPIC: “2020 ECONOMIC OUTLOO K” PRESENTER: Ray Owens, senior economist a nd policy advisory, Federal Reserve Bank of Richmond-Baltimore-Charlot te LOCATION: River Creek County Club, 43800 Olymp ic Blvd, Leesburg, VA REGISTRATION—8:00 A.M. NETWOR ...

events.r20.constantcontact.com 01/21/2020

"2020 Economic Outlook for the Great er Washington Area" - presented by R ay Owens

1st Breakfast Meeting of the ye ar is Feb 11 2020. Plea se join us!

http://events.r20.constantcontact.com/register/event?oeidk=a07eguvijkp11e7ed9f&llr=sfdjm6rab

events.r20.constantcontact.com

01/13/2020

February 11, 2020
"2020 Economic Update"
presented by R ay Owens, senior economist & policy advis or, Federal Reserve Bank Richmond-Baltimore-Charlotte
@ 8 am - Riv er Creek Country Club, Leesburg

RSVP today! Spons or a Table of 10!
http://events.constantcontact.com/register/event?llr=sfdjm6rab&oeidk=a07eguvijkp11e7ed9f

01/07/2020

HAPPY NEW YEAR! Exciting a nd informative programs heading your way th is year--our first one is in Februa ry. Stay tuned for the detai ls and the link to RSVP!

12/16/2019

Our kickoff event for 2020 wi ll be our Breakfast Meeting in Februa ry. Watch your inbox in Janua ry for all the details on h ow to sign up!

12/10/2019

Thanks for joining us for Breakfa st today! Special THANKS to Ma rk Ewert with Legacy Philanthropy Group f or being our Guest Speaker!

Join us in Februa ry at Breakfast to kick-off 2020!! Wat ch your inbox in January for detai ls.

events.r20.constantcontact.com 12/03/2019

Why Ask Why: Adding Value a nd Values to Your Client Relationships

Good stuff happening with the LE PC! Check us out next Tuesday--g et your ticket today!!

http://events.r20.constantcontact.com/register/event?oeidk=a07egpzdoc656c4cb20&fbclid=IwAR08WSLR6_VcsFz773bNDhS935-twuFAONfGs4OBeEqnK_9qSort57o4oSY&llr=sfdjm6rab

events.r20.constantcontact.com Join the LEPC at its D EC 10 Breakfast Meeting and learn abo ut adding value to your client relationshi ps. Mark Ewert & Jay Weisman, Lega cy Philanthropy Group, will present. Both a re Chartered Advisors in Philanthropy® (CAP®). CE cred it for CFP at this event! RS VP or Sponsor a Table today!!!!

events.r20.constantcontact.com 11/17/2019

Why Ask Why: Adding Value a nd Values to Your Client Relationships

Earn CE at our final Breakfa st Mtg for 2019--Join us DEC 10. In fo and sign-up here: http://events.constantcontact.com/register/event?llr=sfdjm6rab&oeidk=a07egpzdoc656c4cb20

events.r20.constantcontact.com Join the LEPC at its D EC 10 Breakfast Meeting and learn abo ut adding value to your client relationshi ps. Mark Ewert & Jay Weisman, Lega cy Philanthropy Group, will present. Both a re Chartered Advisors in Philanthropy® (CAP®). CE cred it for CFP at this event! RS VP or Sponsor a Table today!!!!

Our Story

The Loudoun Estate Planning Council (LE PC) is a non-profit organization locat ed in Loudoun County, Virginia dedicated to educati ng the public on the importance of esta te planning. We offer members a for um to network, stay up-to-date on emergi ng topics of interest, complete continuing educati on requirements and give back to o ur community through various initiatives. The Loudo un Estate Planning Council is a compone nt of the Community Foundation for Loudo un and Northern Fauquier Counties, a 501(c )3.

LEPC was founded in Octob er 2013 to provide estate planning professiona ls in Loudoun County with a loc al organization dedicated to educating the publ ic on the importance of estate planni ng. Founding members realized a ne ed for the organization to have stro ng ties to the community with a foc us on giving back.

A volunte er Board of Directors oversees the presentatio ns, policies, membership process, and community progra ms. LEPC is a member of t he National Association of Estate Planners & Counci ls, joining with hundreds of similar communi ty Councils across the U.S.

LEPC invites accountan ts (CPAs), attorneys, trust officers, financial instituti on professionals (bankers, advisors), development officers, financi al planners, insurance professionals, valuation specialists, a nd charitable giving advisors to join. Non-membe rs are welcome to attend LEPC’s even ts to learn more about the counc il prior to joining.

Does your practice ha ve the capacity to increase its busine ss? Would networking with colleagues from t he estate planning profession enhance the servic es you are able to offer yo ur clients? Are you interested in supporti ng charitable and educational programs to advan ce the values of our collective professions?

F or more information on joining LEPC, plea se email [email protected] or visit www.loudounepc.org

Location

Category

Address


44160 Scholar Plaza Suite 490
Leesburg, VA
20176

General information

Estate planning isn't truly about thing s.. it's about people. At the hea rt of estate planning, people aren't as concern ed about what happens to their asse ts as they are concerned about wh at will happen to their family.

T he Loudoun Estate Planning Council is a compone nt of the Community Foundation for Loudo un and Northern Fauquier Counties, a 501(c )3.
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