Santa Barbara Estate Planning Council

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Address: PO Box 91730, Santa BarbaraWeb: Sign in to see organisation websiteICO: 953407357

Santa Barbara Estate Planning Council - Membership Association in Santa Barbara, CA Next Meeting Tuesday March 25 2025 How Collaborative Teams Work and Why They Are Essential For High Net Worth Clients ZOOM Meeting Site Links SANTA BARBARA ESTATE PLANNING COUNCIL Welcome to the Santa Barbara Estate Planning Council website. The Council was established in 1979 to help equip our members to render the highest quality of service to their clients and to develop a closer cooperation and better understanding of the proper relationship between our multidisciplined members and between our members and the public. To that end we offer educational programs and the opportunity for members to expand their network through personal interaction. Our meetings provide a forum for estate planning professionals to become better acquainted with one another and with the activities of each of the professions in the estate planning field.

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Hannah

1. How can estate planning professionals better collaborate across disciplines to enhance the service provided to high net worth clients?

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Peter

🌟 Excited for the upcoming meeting on March 25th! Collaborative teams truly make a difference in serving high net worth clients. Can't wait to learn more! πŸ’ΌπŸ”—

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David

2. What are some innovative educational topics that could be introduced at future meetings to address emerging trends in estate planning?

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Brian

πŸ™Œ It's amazing to see how the Santa Barbara Estate Planning Council brings professionals together to enhance our skills and better serve our community. Looking forward to connecting with everyone at the next meeting! 🌍✨

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Organisations from Santa Barbara Estate Planning Council

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The United Methodist Church is a worldwide connection of close to 10 million members in over 100 countries including Africa, Asia, Europe and the United States.

2. SANTA BARBARA SAINT MARK UNITED METHODIST CHURCH

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3. Julia Child Foundation for Gastronomy and the Culinary Arts

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5. Santa Barbara Conference and Visitors Bureau

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