East Coast Estate Planning Council is a leading non-profit organization dedicated to fostering excellence and collaboration in estate planning. Located in West Palm Beach, FL, at 3040 Lake Shore Drive, the East Coast Estate Planning Council serves as a dynamic hub for professionals from diverse disciplines, including attorneys, trust officers, accountants, insurance specialists, wealth and financial planners, and planned giving experts.
The East Coast Estate Planning Council is committed to providing its members with unparalleled opportunities for professional growth and development. Through regular meetings, roundtable discussions, and educational presentations, members stay informed about the latest trends, best practices, and regulatory changes in the ever-evolving field of estate planning. The council facilitates valuable networking opportunities, enabling professionals to connect, share insights, and build lasting relationships.
With a rich history dating back to its founding in 1979, East Coast Estate Planning Council continues to advance the team concept of estate planning. The council’s activities enhance the skills, knowledge, and professional presence of its members, ensuring they are well-equipped to serve their clients and contribute to the community. We invite the manager of East Coast Estate Planning Council to create a customized and exclusive company showcase and product listing on our platform to further amplify your organization's impact.
Le East Coast Estate Planning Council est une organisation à but non lucratif de premier plan dédiée à la promotion de l'excellence et de la collaboration dans la planification successorale. Situé à West Palm Beach, FL, au 3040 Lake Shore Drive, le East Coast Estate Planning Council sert de plaque tournante dynamique pour les professionnels de diverses disciplines, notamment les avocats, les fiduciaires, les comptables, les spécialistes de l'assurance, les planificateurs financiers et de patrimoine, et les experts en dons planifiés.
Le East Coast Estate Planning Council s'engage à offrir à ses membres des opportunités inégalées de croissance et de développement professionnels. Grâce à des réunions régulières, des tables rondes et des présentations éducatives, les membres restent informés des dernières tendances, des meilleures pratiques et des changements réglementaires dans le domaine en constante évolution de la planification successorale. Le conseil facilite de précieuses opportunités de réseautage, permettant aux professionnels de se connecter, de partager des idées et d'établir des relations durables.
Fort d'une riche histoire remontant à sa fondation en 1979, le East Coast Estate Planning Council continue de faire progresser le concept d'équipe de la planification successorale. Les activités du conseil améliorent les compétences, les connaissances et la présence professionnelle de ses membres, garantissant qu'ils sont bien équipés pour servir leurs clients et contribuer à la communauté. Nous invitons le gestionnaire du East Coast Estate Planning Council à créer une vitrine d'entreprise personnalisée et exclusive ainsi qu'une liste de produits sur notre plateforme afin d'amplifier davantage l'impact de votre organisation.
Compare East Coast Estate Planning Council with 3 companies in Non-profit-Organizations
| Comparison Field |
East Coast Estate Plannin...Main Company |
Provenance Wealth Ad...View Profile |
B-Sure BrokersView Profile |
KMG WealthView Profile |
|---|---|---|---|---|
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Founded Year
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— | 2000 | 1991 | 1997 |
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Company Size
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— | 11-50 | 11-50 | 2-10 |
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City
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West Palm Beach, FL | Fort Lauderdale, Florida | Klerksdorp, North West | Ahmedabad, Gujarat |
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Country
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United States | United States | India | |
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Skills & Keywords
Comparing with main company
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8 Total Skills
Estate Planning
Financial Planning
Trusts
Wealth Management
Non-profit
Planned Giving
Legal Services
Trust & Estates
|
8 Total
8 Unique
Unique Skills:
Business & Business Succession Planning
Charitable & Philanthropic Planning
Employee Benefit Plans
Insurance Planning
Investment Planning
Legacy Planning
+2
|
7 Total
7 Unique
Unique Skills:
Emergancy Assist
Group Benefits
Heavy Haulage Insurance
Investing
Retirement Planning
Risk Management
+1
|
8 Total
1 Common
7 Unique
Match
13%
Common Skills:
Wealth Management
Unique Skills:
Corporate Deposits
General & Health Insurance
Insurance Planning & Risk Management
Investment Advisory
Mutual Funds
Retirement Planning
+1
|
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