Estate Planning Council of the Emerald Coast (EPCEC)

Visit WebsiteVisit website
Address:
PO Box 784
Destin
FL
32550
United States
Phone:
+1-850-8373141
Fax:
+1-850-6544619
Professions:
Estate Planning
Our members:
Insurance Professionals, Attorneys, Financial Planners, Accountants, Gift Planning Officers, Trust Officers
Region of activity:
Regional
Florida, United States
Scope of membership:
Regional
Florida, United States
Founded Founded: 2004 Members Members: 30

Description

Local estate planning council of the National Association of Estate Planners and Councils (NAEPC).

Member benefits

Networking opportunities
Bi-monthly dinners
Continuing professional education opportunities
Discounts on various professional resources via the National Association of Estate Planners and Councils (NAEPC)

Mission / Aims

As adapted from the National Association of Estate Planners and Councils (NAEPC) of Cleveland, Ohio:

To foster intelligent cooperation and a cordial understanding among the members as to the proper relationship between the functions of the attorney, the accountant, the life insurance professional, the trust representative, and the charitable planning professional in the field of estate planning;

To assist its members in keeping abreast of laws and conditions affecting business and personal taxation and the problems of estate accumulation and conservation so as to improve the knowledge of each member within his or her sphere, and with these objectives; and

To encourage its members to have as their ultimate goal the rendering of the best professional services to the public.

Principal activities

Bi-monthly dinner meetings with nationally-recognized speakers and alternating bi-monthly "brown bag" lunches.

Affiliations

We are member of:
National Association of Estate Planners and Councils (NAEPC)
Partner Associations:
Northwest Florida Estate Planning Council