Estate Planning Council of Rhode Island

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Improving business conditions of members

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471351623

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Waltham

Address: 60 Hickory Dr Fl 6001, WalthamWeb: Sign in to see organisation websiteRevenue: 59042ICO: 471351623

Estate Planning Council of Rhode Island - Membership Association in Providence, RI Next Meeting Wednesday April 23 2025 EPCRI Lunchtime Learning SECURE 2. 0 Contributions Distributions and Tax Creditsunderstand the changes Site Links ESTATE PLANNING COUNCIL OF RHODE ISLAND Welcome to the official website of the Estate Planning Council of Rhode Island. The Estate Planning Council ofRhode Island is a member of the National Association of Estate Planners and Councils NAEPC. Our organization is an association of estate planning professionals attorneys accountants bankers trust officers financial planners insurance agents appraisers and representatives from various charitable organizations.

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Alice

2. What are some innovative approaches estate planners can take to enhance collaboration with charitable organizations in our community?

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Nicole

1. How can the changes brought by SECURE 2.0 impact the strategies we use for estate planning and charitable contributions?

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Jennifer

Excited for the upcoming Lunchtime Learning session on April 23rd! It's so important to stay updated on SECURE 2.0 contributions and distributions. Let's keep our community informed and empowered! 🌟

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David

Looking forward to connecting with fellow professionals at the meeting! The knowledge sharing at EPCRI is invaluable for our growth in the estate planning field. Together, we can make a difference! 💼❤️

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