Anne Arundel Estate Planning Council (AAEPC) was created by a group of tax, legal, insurance, and financial advisors to provide a forum for local wealth planning professionals from various disciplines to exchange ideas and build relationships. AAEPC hosts educational and networking events for advisors each year, offering opportunities for its sponsors to gain exposure to Anne Arundel County’s leading estate planning professionals.
2026 Event Dates
The Anne Arundel Estate Planning Council is offering valuable educational opportunities in 2026 as well as an engaging case study in the fall. Also, enjoy networking opportunities throughout the year to connect with fellow professionals. Join or renew your membership to stay informed and engaged!
See the 2026 events calendar below. Registration links are available for select events; additional details are coming soon.
- February 11, 2026 from 5:30 pm to 7:30 pm - WINE DOWN WEDNESDAY
- February 2026 - EDUCATION WEBINAR: Heckerling Conference Webinar Debrief
- March 19, 2026 - EDUCATION EVENT: – AI in Estate Planning
- April 29, 2026 from 5:30 pm to 7:30 pm - WINE DOWN WEDNESDAY
- May 14, 2026 from 6:00 pm to 8:00 pm - EDUCATION EVENT: Trusts in Philanthropy and Estate Planning
- June 3, 2026 - EDUCATION LUNCHEON
- August 12, 2026 from 5:30 pm to 7:30 pm - WINE DOWN WEDNESDAY
- September 17, 2025 from 6:00 pm to 8:00 pm - EDUCATION EVENT: Next Generation Planning
- November 5, 2026 from 6:00 pm to 8:00 pm - WINE DOWN WEDNESDAY: A Thursday Pour
- December 3, 2026 from 11:30 am to 1:00 pm - EDUCATION EVENT: Collaborative Case Study
The AAEPC functions under the 501(c)(3) umbrella of the Community Foundation of Anne Arundel County (CFAAC) - your leading local resource for charitable giving.
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The Anne Arundel Estate Planning Council AAEPC offers an annual membership. Benefits include:
- Listing in the Anne Arundel Estate Planning Council Member Directory to be made available online at www.aaestateplanning.org/members/directory.
- Complimentary admission to all regular AAEPC programs
- Discounts to special AAEPC programs
- Invitations to members-only networking events
- NAEPC-brokered discounts and special pricing for marketing, media, software and subscriptions
- Peer learning network for willing members to share information and informal technical advice with their AAEPC member colleagues.
In addition to memberships, AAEPC offers sponsorship opportunities for the Council and its programs.
Membership and sponsorship details are available here. Become a member or sponsor by clicking here.
2026 Annual Membership Costs
$3,000 Platinum Membership (4 Memberships)
- Firm-level membership with four complimentary admissions to all regular Education and Networking events/webinars.
- Logo placement on the AAEPC website and in membership correspondence.
- Name recognition at all events.
- Opportunity to distribute marketing materials at four Education events/webinars.
- Four guest passes per year
$1,250 Gold Membership (2 Memberships)
- Two complimentary admissions to all regular Education and Networking events/webinars.
- Logo on AAEPC website.
- Opportunity to distribute marketing materials at four Education events/webinars.
- Four guest passes per year
$600 Silver Membership (1 Membership)
- One complimentary admission to all regular Education and Networking events/webinars.
- Logo on AAEPC website.
- Opportunity to distribute marketing materials at four Education events/webinars.
$350 Bronze Membership (1 Membership)
- One complimentary admission to all regular Education and Networking events/webinars.
The Fine Print: Memberships are good for one calendar year (January-December). No transfers or refunds. While admission to all regular AAEPC programs is included with the membership, AAEPC may charge an additional, discounted fee to members to attend special programs.
How Do I Join?
Registration for 2026 is now open!
New Member Sign Up:
- Complete the application form at https://www.aaestateplanning.org/members/application.
- Pay for your 2026 membership or sponsorship by sending a check made payable to CFAAC, noting AAEPC membership in the memo line, to 900 Bestgate Road, Suite 400 Annapolis, MD 21401, or pay online here.
- Once your application is submitted and you have paid, you will receive an email confirmation once your completed membership/sponsorship has been reviewed and approved.
- If you have questions, please email AAEPC@cfaac.org.
Membership Renewal:
- Pay for your 2026 membership or sponsorship by sending a check made payable to CFAAC, noting AAEPC membership in the memo line, to 900 Bestgate Road, Suite 400 Annapolis, MD 21401, or pay online here.
- Please review and edit your membership profile here.
- If you have questions, please email AAEPC@cfaac.org.


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