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Estate Planning Council of Greater Miami

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    Beverley Todd-Campbell Executive Director at the Financial Planning Association of Miami (FPA) & Chapter Executive for the Estate Planning Council of Greater Miami
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Overview

The Estate Planning Council of Greater Miami is an organization of professional Estate Planners in Greater Miami. Our focus is on establishing and monitoring the highest professional and educational standards for our community and fostering public awareness of the quality services rendered by professionals who meet these standards. Our mission is to increase public awareness of the importance of estate planning by a team of professional advisors. Our organization includes members from the six estate planning disciplines: Accounting Financial Planning Insurance Law Planned Giving Trust Services This team approach involves cross-professional disciplines, which better serve the public's need in estate planning. Using forums and the latest technologies, EPC Miami assists its individual members to maintain and strengthen: Their cutting-edge awareness of the continually changing and expanding opportunities A unified point-of-approach Communication and development of a common language between the six disciplines Cooperation and understanding of the proper relationship which each of the six disciplines bears to the other, their clients and the general public To apply for membership please download our application on the "application form" page or contact us at admin@epcmiami.org.

  • 33324, Seattle Slew Drive, Sorrento, Lake County, Florida, 32776, United States

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