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CEPC Chicago Estate Planning Council

CEPC Chicago Estate Planning Council


CEPC Chicago Estate Planning Council's financial review

Employees

1


CEPC Chicago Estate Planning Council information

The Chicago Estate Planning Council (CEPC) is a multi-disciplinary organization that supports the team concept of estate and wealth planning. Founded in 1938, CEPC is one of the oldest and largest such estate planning councils in the country, boasting almost 700 members this year. With the recognition that estate planning is a cooperative task, the Council started as, and continues to be, a carefu...
The Chicago Estate Planning Council (CEPC) is a multi-disciplinary organization that supports the team concept of estate and wealth planning. Founded in 1938, CEPC is one of the oldest and largest such estate planning councils in the country, boasting almost 700 members this year. With the recognition that estate planning is a cooperative task, the Council started as, and continues to be, a carefully selected group of qualified specialists in their own fields who have the necessary knowledge and experience to accomplish the broad goal of estate planning for the best interest of the client and his or her beneficiaries. Our members include attorneys, accountants, trust officers, wealth managers and advisors, financial planners, insurance agents, appraisers, planned giving specialists and other allied professionals. The primary objectives of the Council are to: i) foster a better understanding of the proper relationship among estate planning specialists from different disciplines and to bring those specialists together in one association; ii) further the education of members and the public in matters of estate planning; and, iii) encourage the highest standards of professional and ethical conduct. For more info: http://www.cepcweb.org/council/aboutAddl

CEPC Chicago Estate Planning Council industries

Estate planning
Wealth management
Estate planning & wealth management
Nonprofit organization management

CEPC Chicago Estate Planning Council's financial review

Employees

1

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