Central Connecticut Business & Estate Planning Council (CCBEPC)

Description

The Estate Planning Council concept came into being over 70 years ago. The Boston Council dates back to 1930. The reasons for forming Estate Planning are first to enable people who work in the estate planning professional to get to know each other and second, to become educated about nuances and concepts of estate planning together so they can work as a team to better serve their clients.
The Team Concept of Estate Planning is the unique ingredient. There is a natural tendency to be critical of the recommendations of a person one does not know, and a reluctance to discuss the ideas and exchange information with a stranger. In the past there was a lack of respect and fear of condemnation between the disciplines of Estate Planners. Estate Planning Councils bringing these people together has greatly improved the professionalism and cooperation in the Estate Planning community.
The Central Connecticut Business and Estate Planning Council is a group of like-minded professionals who meet quarterly to discuss issues and trends in the estate and financial planning arena. Accountants, Attorneys, Insurance Professionals, Bank & Trust Officers and other financial services professionals all meet to share ideas from their unique points of view.

Member benefits

Exclusive Benefits for Members of Central Connecticut Business & Estate Planning Council
Software
Educational Opportunities
Subscriptions and Publications
Discipline-Specific Information
Marketing and Website Design Services
Presentation Materials and Office Supplies
Programs and Services for Council Development
Other Benefits, Programs & Services