The Western Connecticut Estate & Tax Planning Council is an interdisciplinary organization for professionals involved in all aspects of estate planning. Our membership includes, but is not limited to:
- Certified Financial Planners
- Life Underwriters
- Planned Giving Specialists
- Trust Department Officers
- Wealth Managers
- Others with professional interest in the Estate Planning process
Our main goal is to provide an organized platform for those professionals involved in the estate planning process to learn, share information, network together, pursue continuing education and generally seek to achieve a higher level of professionalism.
Western Connecticut Estate & Tax Planning Council is a member of the National Association of Estate Planners & Councils (NAEPC). We conduct four networking meetings each year consisting of a dinner followed by a presentation.