ESTATE PLANNING COUNCIL OF SAN DIEGO
Nonprofit Organization Management - San Diego, California, United States
ESTATE PLANNING COUNCIL OF SAN DIEGO Employees
ESTATE PLANNING COUNCIL OF SAN DIEGO Details
Who We Are:Since its inception in 1955, the Council's primary objective has been to provide a better understanding of the services performed by attorneys, certifiied public accountants, financial planners, life insurance agents, appraisers trust officers, private professional fiduciaries, planned giving professionals, realtors, caregiving agencies and others substantially involved in estate planning and to promote cooperation among them.What We Do:The Estate Planning Council of San Diego holds monthly meetings that provide a medium for discussion of various, up-to-date estate planning topics of common interest.In addition to the excellent educational information and technical content, our meetings afford our members the opportunity to network, meet old friends and make new ones within the San Diego professional community. The Council welcomes prospective new members and guests to attend our regular monthly meetings.Why Join:The Estate Planning Council offers its members the opportunity to meet and develop relationships with other professionals in the estate planning field and other experts in related disciplines.Access to expert speakers in the estate planning field and continuing education credit if approved.Sponsorship opportunities for members which provide high level of exposure for them and their firms.Members get to participate in fun and interesting social events at different venues in the San Diego area.Council members have access to the resources of the National Association of Estate Planners and Councils (NAEPC) including the ability to earn the Accredited Estate Planner AEP® designation.Inclusion in our annual membership directory.Join Today: https://www.epcsd.org/members/application
