About Us

History and Overview

The Estate Planning Council of the Emerald Coast, Inc. (EPCEC) was formed in August 2004 by Jason E. Havens of Destin-based Havens & Miller, P.L.L.C; Deanna Muldowney and Pamela Weathers, both CPAs of Destin-based Carr, Riggs & Ingram, LLC; and David E. Barton, CLU of the Destin office of the Northwestern Mutual Financial Network. The EPCEC includes members from all estate planning disciplines: attorneys, CPAs, life insurance professionals, trust officers, charitable planning professionals, and financial professionals. The EPCEC’s members include estate planning professionals from Okaloosa, Walton, Bay, and Gulf counties. The EPCEC is based in Destin, Florida, which has become the central “gem” of the Emerald Coast.

Affiliation

The EPCEC is affiliated with the National Association of Estate Planners and Councils (NAEPC), which is “a national organization of professional estate planners and affiliated Estate Planning Councils focused on establishing and monitoring the highest professional and educational standards.”  The EPCEC is a sister council of the Estate Planning Council of Northwest Florida, Inc., which meets in Gulf Breeze, Florida on the third Tuesday of each odd month (January, March, May, July, September, and November) at the Bay Beach Inn.

2009 Calendar

October 27, 5:30PM
Brown Bag/Happy Hour
Location: Johnny O'Quigley's

November 17, 5:30PM
Dinner Meeting
Speaker: Bernstein Global Wealth Management
Topic: Capital Markets Update and Most Compelling Planning Opportunities
Location: Carr, Riggs & Ingram Conf. Room

December 15, 5:30PM
Brown Bag/Happy Hour
Location: TBD