Charlotte Estate Planning Councilinc
ICO
260532624
Web
thecepc.com
Address
Port Charlotte
Charlotte Estate Planning Council - Membership Association in Charlotte County, FL Next Meeting Wednesday March 5 2025 March Luncheon Divorce Facts and Fiction for Estate Planning Site Links CHARLOTTE ESTATE PLANNING COUNCIL 20242025 Gold Sponsors Crews Bank and Trust The Charlotte Estate Planning Council is an association dedicated to enhancing the proficiency of advisors who are active in the field of estate planning and who share a commitment to professional growth through education and cooperation. Our membership is open to all professionals serving those with estate planning needsincluding but not limited to accountants attorneys financial planners bankers trust officers guardians insurance agents real estate agents and nonprofit organization leaders. The Charlotte Estate Planning Council was created in Charlotte County Florida to Support an interdisciplinary approach to estate planning for local professionals through education communication and the open forum of council meetings and events Foster community awareness of the benefits of estate planning and to promote longterm ongoing relationships with local estate planning professionals Provide resources for best practices through programs networking and furnishing referral opportunities for both professionals and members of the public 20242025 Silver Sponsors American Cancer Society Inc. Become a sponsor.
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Discussions
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What strategies can the Charlotte Estate Planning Council implement to enhance collaboration among various professionals in the estate planning field?
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Brooklyn Simmons
2 days ago
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How can we raise community awareness about the importance of estate planning and its long-term benefits for individuals and families?
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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.
Great to see the Charlotte Estate Planning Council focusing on important topics like divorce and estate planning! Looking forward to the luncheon on March 5th! 🌟

Brooklyn Simmons
Product Manager
Kudos to everyone involved in promoting professional growth and community awareness about estate planning! It's crucial work that impacts so many lives. 🙌

Brooklyn Simmons
Product Manager
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Kendall Monroe
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