Next Meeting
Wednesday, March 21, 2012
Speaker:
Barry Levine, Northern Trust
Topic:
Sophisticated Estate Planning --- The Perspective From Those Who Implement and Administer ...
See Event Details
See Complete Calendar
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The Estate Planning Council of Ventura County, Inc. is an interdisciplinary organization for professionals involved in the estate planning process.
PLEASE NOTE: Our NEW meetings are at LUNCH time NOON to 1:15 PM
We strive to foster a broad understanding of the proper relationships between the functions of the Attorney, Trust Officer, Certified Public Accountant, Financial Planner and Consultant, Life Underwriter, and all other parties having to do with estate planning; and to encourage continuous cooperation of persons acting within these disciplines and roles.
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