Anne Arundel Estate Planning Council (AAEPC) was created by a group of tax, legal, insurance, and financial advisors to provide a forum for local wealtplanning professionals from various disciplines to exchange ideas and build relationships.  AAEPC hosts 3-4 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. 

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. 


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 sponsor by clicking here.


2023 Annual Membership Costs

$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. ($150 value)
  • Two invitations to CFAAC’s donor “thank you” party.

$600 SilverMembership (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.
  • One invitation to CFAAC’s donor “thank you” party.

$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 2023 is now open!

New Member Sign Up:

  1. Complete the application form at https://www.aaestateplanning.org/members/application
  2. Pay for your 2023 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.  
  3. 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.  
  4. If you have questions, please email AAEPC@cfaac.org

Membership Renewal:

  1. Pay for your 2023 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.  
  2. Please review and edit your membership profile here
  3. If you have questions, please email AAEPC@cfaac.org