Charlotte Estate Planning Council
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Charlotte Estate Planning Council
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Charlotte Estate Planning Council
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Programs & Services
Mentor Programme
{Mentorship programme is designed to help teens find the career path that best suits them.}
Educational Meetings
Provides quarterly educational meetings for estate planning professionals including attorneys, accountants, financial planners, and life underwriters.
About
Charlotte Estate Planning Council
Founded in
2005
EIN
20-1035946
IRS 501(C) Type
501(c)()
Category/Type
Education
Address
1300 BAXTER STREET CHARLOTTE, NC 28204-3053 United States
Website
https://www.charlotteepc.org/
Phone
(704)-940-7382
Email address
About
The Charlotte Estate Planning Council provides estate planning education and keeps members informed. Meetings feature speakers on estate law, taxation, charitable giving, and financial planning. Members exchange ideas through open discussion.
Mission
The Charlotte Estate Planning Council provides an educational forum for estate planning professionals, fostering cooperation and sharing ideas to promote the public's interest. They focus on establishing high professional and educational standards in estate planning.
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