Santa Barbara Estate Planning Council
Santa Barbara Estate Planning Council - Membership Association in Santa Barbara, CA
953407357
Santa Barbara, CA 93190 United States
santabarbaraepc.org
Podobné organizace
Podobné organizace global
THE ROYAL TOWN PLANNING INSTITUTE |
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THE HOSKING CHARITABLE TRUST |
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COMMUNITY PLANNING ASSOCIATION OF ALBERTA |
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Community Management Advisory Project Incorporated |
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Society of Trust and Estate Practitioners |
Více Služby pro lidi - Víceúčelové a ostatní N.E.C.
Nadační fond OzvěnaČeská Lípa |
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Atelier Spiritualita z.s.Plzeň |
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TyfloCentrum Ústí nad Labem o.p.s.Ústí nad Labem |
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TyfloCentrum Liberec, o.p.s.Liberec |
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Vzdělávací centrum Bělohorská - spolek pro vzdělávací aktivity a sociální pomocPraha |
Poslední komentáře
🌟 Excited for the upcoming meeting on March 25th! Collaborative teams truly make a difference in serving high net worth clients. Can't wait to learn more! 💼🔗detail |
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🙌 It's amazing to see how the Santa Barbara Estate Planning Council brings professionals together to enhance our skills and better serve our community. Looking forward to connecting with everyone at the next meeting! 🌍✨detail |
Poslední diskuze
1. How can estate planning professionals better collaborate across disciplines to enhance the service provided to high net worth clients?Odpovědí: 3, Naposledy před 1 den detail |
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2. What are some innovative educational topics that could be introduced at future meetings to address emerging trends in estate planning?Odpovědí: 3, Naposledy před 1 den detail |
V okolí
4.5
Santa Barbara
O společnosti
- P99 -
Next Meeting Tuesday March 25 2025 How Collaborative Teams Work and Why They Are Essential For High Net Worth Clients ZOOM Meeting Site Links SANTA BARBARA ESTATE PLANNING COUNCIL Welcome to the Santa Barbara Estate Planning Council website. The Council was established in 1979 to help equip our members to render the highest quality of service to their clients and to develop a closer cooperation and better understanding of the proper relationship between our multidisciplined members and between our members and the public. To that end we offer educational programs and the opportunity for members to expand their network through personal interaction. Our meetings provide a forum for estate planning professionals to become better acquainted with one another and with the activities of each of the professions in the estate planning field.
Služby pro lidi - Víceúčelové a ostatní N.E.C.
