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Estate Planning Council of the Lehigh Valley

ESTATE PLANNING COUNCIL OF THE LEHIGH VALLEY

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Member Directory

Rochelle Grey, CFP®, AEP®, CTFA

Trust Officer
Trust Advisor
Mid Penn Bank
1310 Broadcasting Road
Wyomissing, PA 19610
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Phone: 610-858-2446
Cell: 610-858-2446
Send a Message to Rochelle Grey

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UPCOMING EVENTS

May 31, 2026

Become an EPCLV Sponsor

See Event Details

September 16, 2026

Planning for Clients with International Ties

Joan Crain, CFP, TEP, AEP

See Event Details

October 15, 2026

Economic Outlook & Market Analysis

Ryotaro Tashiro, Outreach Economist and Advisor | Research

See Event Details

November 18, 2026

AEP & Financial Planning for Clients with MS/Alzheimer's

Bronwyn Martin, MBA, CHfC, CLU, AEP, CRPCTM, CMFCTM, CFSTM, CLTC, LACP

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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