Boulder County Estate Planning Council

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To serve the Boulder County public by encouraging Boulder County families, individuals, and business owners to pursue and complete estate plans.

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840745907

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Longmont

Address: c/o The Longmont Community Foundation 636 Coffman Street, Suite 203, LongmontWeb: Sign in to see organisation websiteICO: 840745907

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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Clara

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. πŸ™Œ

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Patrick

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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Valerie

1. How can interdisciplinary collaboration among estate planning professionals enhance the effectiveness of client services in Boulder County?

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Diana

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. 🌟

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Longmont

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3. Trout Unlimited

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