Message from the Board of Directors
The Board of Directors, in cooperation with Amy Hartenstine, our Executive Director, is following appropriate state and national guidance about managing business events, which includes information from the Centers for Disease Control (CDC), World Health Organization, U.S. State Department, etc. In consideration of the fluctuation of the current situation and respecting all members’ concerns, the Board may cancel any events or meetings if doing so is in the best interests of the health of the attendees/members.
We welcome your questions and encourage you to reach out to any of us or Virginia. Your patience and flexibility during this unprecedented time is appreciated.
Ryan Mason, President Jorin Bale, Treasurer
Lisa Modglin, Vice President Justin Dituri, Program Committee Chair
Andrew Christie, Secretary Gina Weinberger, Membership Committee Chair
The Boulder County Estate Planning Council encourages and cultivates interdisciplinary communication and education among estate planning professionals disciplines. Our members practice as Chartered Life Underwriters, Trust Officers, Attorneys at Law, Certified Public Accountants, Certified Financial Planner Practitioners, Chartered Financial Consultants, Estate & Business Valuation Appraisers, and Philanthropic Providers, all of whom are actively engaged in estate planning.
We hold four regular luncheon meetings a year at the Boulder Jewish Community Center at 6007 Oreg Avenue in Boulder. We also host two webinars a year, and continuing education credit is available at all of our meetings. Membership fees cover the costs of attendance at all four luncheons, the two webinars, and our annual dinner.
Boulder County Estate Planning Council 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.