Programs

  • Monthly Educational Meetings

    THE ORGANIZATION HOLDS SEVEN MONTHLY MEETINGS DURING THE YEAR IN WHICH SPEAKERS ADDRESS VARIOUS ESTATE AND FINANCIAL PLANNING TOPICS. IN ADDITION TO THE EDUCATIONAL BENEFITS, THE MEETINGS PROVIDE THE MEMBERS WITH OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT AND IMPROVEMENT OF THEIR PROFESSIONAL SERVICES TO THE PUBLIC. MEMBERSHIP INCLUDES APPROXIMATELY 385 ESTATE AND FINANCIAL PLANNING PROFESSIONALS AND AN ESTIMATED AVERAGE OF 200 MEMBERS ATTEND EACH MEETING, IN PERSON OR VIRTUALLY.
    Geographies
    Not indicated
    Dates
    Jul 1, 2021 – Jun 30, 2022
    Source
    990
    No causes provided
    No populations provided
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  • Program 1 [2025]

    THE ORGANIZATION HOLDS MONTHLY MEETINGS DURING THE YEAR IN WHICH SPEAKERS ADDRESS VARIOUS CURRENT ESTATE AND FINANCIAL PLANNING TOPICS. IN ADDITION TO THE EDUCATIONAL BENEFITS, THE MEETINGS PROVIDE THE MEMBERS WITH OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT, NETWORKING AND IMPROVEMENT OF THEIR PROFESSIONAL SERVICES TO THE PUBLIC. MEMBERSHIP INCLUDES APPROXIMATELY 300 ESTATE AND FINANCIAL PLANNING PROFESSIONALS AND AN ESTIMATED AVERAGE OF 172 MEMBERS ATTEND EACH MEETING.
    Geographies
    Not indicated
    Dates
    Jul 1, 2024 – Jun 30, 2025
    Source
    990
    No causes provided
    No populations provided
    –
    –