ICO
840745907
Web
boulderestateplan.org
Address
Longmont
Boulder County Estate Planning Council - Membership Association in Boulder, CO Next Meeting Site Links BOULDER COUNTY ESTATE PLANNING COUNCIL The Boulder County Estate Planning Council encourages andcultivates interdisciplinary communication and education among estate planning professionals. Our members practice as Chartered Life Underwriters Trust Officers Attorneys at Law Certified Public Accountants Certified Financial Planner Practitioners Chartered Financial Consultants Estate Business Valuation Appraisers and Philanthropic Providers all of whom are actively engaged in estate planning. We hold four regular luncheon meetings host two webinars and an annual dinner or happy hour. Continuing education credit is available at all of our meetings.
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Discussions
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1. How can interdisciplinary collaboration among estate planning professionals enhance the effectiveness of client services in Boulder County?
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Brooklyn Simmons
2 days ago
Odpovědí v diskuzi
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2. What are some emerging trends in estate planning that we should discuss in our next meeting to better serve our clients' evolving needs?
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Brooklyn Simmons
2 days ago
Latest reviews
Together, we can make a real impact in communities around the world. Help us bring hope and support.
So excited to see how the Boulder County Estate Planning Council is fostering communication and collaboration among professionals! It's such an important initiative for our community. 🌟
Brooklyn Simmons
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Looking forward to the next meeting! It's great to see local professionals coming together to support families and ensure everyone has a solid estate plan in place. 🙌
Brooklyn Simmons
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