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, host two webinars and an annual dinner or happy hour. 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/happy hour.
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.