The Estate Planning Council of the Emerald Coast (EPCEC)

Overview:

Profession(s): Estate Planning
Member Type(s): Accountants, Attorneys, Financial Planners, Gift Planning Officers, Insurance Professionals, Trust Officers
Scope: Regional - Emerald Coast, Florida
Formed: 2004
Members: 30
Address: PO Box 6556, Destin, FL, 32550, USA
Phone: 850-897-6733
Fax: 850-897-6735
Email: info@epcec.org
Website: www.epcec.org

Description:

Local estate planning council of 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.

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)

Affiliations:

Associations to which we are a member:
National Association of Estate Planners and Councils (NAEPC)

Partner Associations:
Northwest Florida Estate Planning Council

Verification Criteria:

CPA, Bar License Number, CFP, CLU, ChFC, AEP