The Estate Planning Council comprises professionals from the areas of law, accounting, insurance, banking, charitable planned giving, financial planning, and trust.
Meetings run from September through May where topics are presented on the various aspects of estate planning.
The objectives of our Council are:
The Board is encouraging new members. If you are aware of anyone who would be interested, please contact a Board Member.
Stay tuned for details on our upcoming 2019 - 2020 seasons. Details will be available soon.
Should you have suggestions for future speakers and/or topics for upcoming meetings, please contact a Board Member.