Welcome to The Estate Planning Council of Polk County!
The Estate Planning Council of Polk County is an interdisciplinary organization that supports the team concept of estate planning. Our membership is made up of Accountants, Attorneys, Life Care Management, Financial Advisors, Financial Analysts, Financial Planners, Fraud Examiners, Investment Advisors, Life Underwriters, Philanthropic Charitable Advisors, and Trust Officers.
We benefit from membership in our council through the presentation of technical subjects, but just as importantly, from the business relationships, friendships, and general camaraderie we enjoy while attending our meetings. It is from these relationships that the team approach develops so that clients receive the expertise of the various disciplines working collaboratively.
The Estate Planning Council of Polk County is a member of the National Association of Estate Planners and Councils.
The EPCPC Board of Directors is working to confirm speakers and locations for the upcoming 2023 / 2024 membership year.
Upcoming Meeting Dates
December 5, 2023 - Holiday Social at Crace and Copper
January 23, 2024 - Dinner Meeting at Cleveland Heights: Heckerling Panel
March 19, 2024 - Dinner Meeting at Cleveland Heights: Details to Come
April 30, 2024 - Lunch 'n Learn: Details to Come
May 14, 2024 - Annual Meeting and Social: Details to Come
June 18, 2024 - Lunch 'n Learn: Details to Come
July 16, 2024 - Lunch n' Learn: Details to Come
Estate Planning Council of Polk County is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.