Sacramento Estate Planning Council

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TO PROVIDE A FORUM WHERE ESTATE PLANNING PROFESSIONALS IN THE SACRAMENTO REGION CAN MEET AND SHARE INFORMATION ABOUT NEW DEVELOPMENTS IN ESTATE PLANNING.

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941718568

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Address: PO Box 19942, SacramentoWeb: Sign in to see organisation websiteRevenue: 141540ICO: 941718568

Sacramento Estate Planning Council - Membership Association in Sacramento, CA Next Meeting Wednesday April 23 2025 SEPC April Meeting Site Links SACRAMENTO ESTATE PLANNING COUNCIL The Sacramento Estate Planning Council is an interdisciplinary group of professionals who help clients with wealth management and transfer issues. For over 60 years the Council has provided a forum for members in several professional categories to learn about estate planning and administration in a collegial environment. Some of our members are new to their fields while others are veterans. We enjoy the diverse nature of our backgrounds and practices and the opportunities for collaboration.

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George

So excited for the upcoming April meeting! It's a fantastic opportunity to learn from seasoned professionals and network with fellow estate planners. Can't wait to see everyone at the Sutter Club! πŸŽ‰

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Patrick

- What topics should be prioritized for future educational programs to better serve the evolving needs of our members and their clients in estate planning?

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Patrick

I love being part of the Sacramento Estate Planning Council! The atmosphere is so collaborative, and it’s amazing to share insights and experiences with others in the field. Looking forward to the next event! 🌟

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Peter

- How can interdisciplinary collaboration among estate planning professionals enhance client outcomes in wealth management and transfer?

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