Santa Barbara Estate Planning Council
ICO
953407357
Web
santabarbaraepc.org
Address
Santa Barbara
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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Discussions
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1. How can estate planning professionals better collaborate across disciplines to enhance the service provided to high net worth clients?
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Brooklyn Simmons
2 days ago
Odpovědí v diskuzi
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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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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.
🌟 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! 💼🔗
Brooklyn Simmons
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🙌 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! 🌍✨
Brooklyn Simmons
Product Manager
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