35 Pageviews Read Stories
Mission: To provide a forum for professionals involved in the estate planning field to promote the interchange of ideas and experiences, and provide networking opportunities and education regarding estate planning issues and techniques.
Programs: The council provides 10 monthly breakfast meetings during the fiscal year. The average attendance of members and guest is 60 attendees per breakfast. The attendees obtain one hour of continuing professional education per breakfast. In addition, members of the council host monthly focus groups for attendees to discuss current topics of interest in the area of estate planning.