Providing Estate Planning professionals with knowledge and resources to better serve their clients and community.
Do you know someone that works in any of the estate planning or related industries and would like to meet professionals who are 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?
Or, do you have a friend or a colleague that might be in need of one of our member’s services?
Please share the link to our site.
Upcoming Events
Thu
28
Feb
11
Feb 11th General Breakfast Meeting
February 11 @ 7:00 am - 9:00 am
Dr. Mike Mackie - Capacity
Capacity
May 2018 Focus Group