Sacepc.org
Title
Sacramento Estate Planning Council
Contact
- MemberClicks
-
- Atlanta Georgia
- United States 30305
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- +1.4048790016
Description
In the nearly 50 years since the Council's founding, the SEPC has enabled professionals to keep abreast of developments in the estate planning field and form alliances with other professionals through monthly meetings and the annual Technical Forum.
ONE
To provide a forum where Trust Officers, Private Fiduciaries, Attorneys, Certified Public Accountants, Chartered Life Underwriters, Chartered Financial Consultants, Certified Financial Planners, Chartered Financial Analysts, Educators, Planned Giving Professionals, and Accredited Valuation Experts in the Sacramento Valley area may exchange views and become better acquainted with each other and their work.
THREE
Generally, to promote the best interests of members of the Council and those of the general public through helpful service in matters of estate planning.
