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Causes: Chambers of Commerce & Business Leagues
Mission: To foster a better understanding amoung estate planning specialists from different disciplines of estate planning and organization issues to help them better serve their clients and the public. To provide opportunities for a shared learning experience. To provide network opportunities within an organization serving estate planning professionals, and to encourage the highest standards of professional and ethical conduct.
Programs: Monthly luncheons with speakers covering estate and tax technical subjects, for members and guests, providing professional education credits.
organized and held full day technical conference for members and guests on estate and tax planning subjects