• Promotion of Business (Chambers of Commerce)

• 91.

Financial Planning Association

BUSINESS LEAGUE 2025 FPA NE MentorMatch February 26 Guys Wicked Smahht People Webinar Series March 12 NexGen Presents Strategic Alliances Networking for CFPs March 20 Taxes Tombstones Estate Planning for a Wicked Smooth Exit March 26 Xtrackers Webinar The Case for international Investing the Currency Hedged Opportunity April 1 Meketa Webinar Investing in Private Markets About the Financial Planning Association of New England Since the year 2000 the FPA NE has sought to foster the value of financial planning and advance the financial planning profession in New England.

Permanent Planning Inc

ACTING AS LEGALLY APPOINTED GUARDIAN, PERMANENT PLANNING, INC.

• Human Services - Multipurpose & Other N.E.C.

• 93.

Rocky Mountain Estate Planning Council

Educational Next Meeting Wednesday March 12 2025 What Every Advisor Needs to Know about GenAI and Digital Assets with J.

National Association of Charitable Gift Planners

The Planned Giving Council (PGC) of Lee County, FL offers a forum for the exchange of ideas.

• Mutual/Membership Benefit Organizations, Other N.E.C

• 95.

Akron Tax & Estate Planning Council

The Akron Tax & Estate Planning Council provides an opportunity for continuing education for professionals in the greater Akron, Ohio area.

• Labor Unions/Organizations

• 96.

Florida Institute of Certified Public Accountants

The Florida Institute of Certified Public Accountants is the premier professional organization representing Florida's CPAs.

• Alliance/Advocacy Organizations

• 97.

National Committee On Planned Giving

Upcoming Events Follow Us Welcome. The Dallas Council of Charitable Gift Planners is the professional association of people in the Dallas metropolitan and North Texas area whose work involves developing structuring and administering planned gifts and the allied professionals with whom they work.

• Human Services - Multipurpose & Other N.E.C.

• 98.

Fresno Estate Planning Council

THE FRESNO ESTATE PLANNING COUNCIL STRIVES TO ENSURE A STANDARD OF EXCELLENCE IN THE ESTATE PLANNING PROFESSION BY: - PROMOTING THE TEAM APPROACH BY WHICH ESTATE PLANNING PROFESSIONALS IN LAW, ACCOUNTING, INSURANCE, AND FINANCIAL SERVICES WORK TOGETHER FOR THEIR CLIENT'S BENEFIT; - ADHERING TO THE HIGHEST STANDARDS OF ETHICS; - MAINTAINING PROFESSIONAL COMPETENCE; - SHARING KNOWLEDGE AND EXPERTISE; AND - IMPROVING THE DELIVERY OF ESTATE PLANNING SERVICES TO THE PUBLIC.

• Professional Societies & Associations

• 99.

THE CHARITABLE ESTATE PLANNING INSTITUTE

The Charitable Estate Planning Institute is an advanced course in charitable planning techniques for those who want to expand their planned giving knowledge.