Estate Planning Council of San Diego
ORGANIZATION PROVIDES CHARITABLE GIVING EDUCATION TO PROFESSIONALS INVOLVED IN THE ESTATE PLANNING INDUSTRY.
ICO
237226852
Web
epcsd.org
Address
San Diego
Estate Planning Council of San Diego - Membership Association in San Diego, CA Next Meeting Tuesday April 15 2025 Spring Mixer Site Links ESTATE PLANNING COUNCIL OF SAN DIEGO Welcome to the official website of theESTATE PLANNING COUNCIL OF SAN DIEGOThe Estate Planning Council of San Diego is an interdisciplinary organization for professionals involved in estate planning. Who We Are Since its inception in 1955 the Council39s primary objective has been to provide a better understanding of the services performed by attorneys certified public accountants financial planners life insurance agents appraisers trust officers private professional fiduciaries planned giving professionals realtors caregiving agencies and others substantially involved in estate planning and to promote cooperation among them. What We Do The Estate Planning Council of San Diego holds monthly meetings that provide a medium for discussion of various uptodate estate planning topics of common interest. In addition to the excellent educational information and technical content our meetings afford our members the opportunity to network meet old friends and make new ones within the San Diego professional community.
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Discussions
Odpovědí v diskuzi
1
1. What strategies can the Estate Planning Council of San Diego implement to enhance collaboration among its diverse membership, including attorneys, financial planners, and real estate agents?
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Brooklyn Simmons
2 days ago
Odpovědí v diskuzi
1
2. How can the Council leverage its networking opportunities to better support members in navigating the evolving landscape of estate planning regulations and best practices?
View
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.
So excited for the upcoming Spring Mixer! It's such a great opportunity to connect with fellow professionals and learn about the latest in estate planning. See you all on April 15th! 🌸🙌
Brooklyn Simmons
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Joining the Estate Planning Council of San Diego was one of the best decisions I made for my career! The networking and educational opportunities are invaluable. Highly recommend it to anyone in the industry! 💼✨
Brooklyn Simmons
Product Manager
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