Welcome to The Estate Planning Council of Polk County!
The Estate Planning Council of Polk County is an organization of professional Estate Planners throughout Polk County with backgrounds in several disciplines; including Estate Planning and Elder Law Attorneys, Trust Officers, Insurance Professionals, Certified Public Accountants, Certified Financial Planners, Chartered Financial Consultants, and Non-Profit/Charitable Foundaiton and Endowment Professionals.
We are a member of the National Association of Estate Planners and Councils (NAEPC). It is the Mission of the NAEPC to promote the multi-disciplinary approach to estate planning by supporting local estate planning councils and their members and by encouraging the formation of new councils.
Save the Dates..........
Tuesday, November 19, 2019 - Council Meeting
The Heights - 2900 Buckingham Avenue, Lakeland, FL 33803
5:30 - 7:30 PM - RSVP required
"Dealing With Difficult People" - Presented by Mayor Bill Mutz, City of Lakeland
Tuesday, January 28, 2020 - Council Meeting
Tuesday, April 28, 2020 - Council Meeting
Medicare Changes - 2020
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.