About Us
Our Mission Statement
To enable BCEPC members to better support families, individuals, and business owners as they complete their estate plans; and
To encourage and cultivate interdisciplinary communication and education between the NAEPC professional disciplines (CPA, CLU, ChFC, CFP, JD, Trust Officers, Business Valuation Appraisers, and Philanthropic Professionals).
Who We Are
The Boulder County Estate Planning Council was established in 1972 to promote multi-disciplinary education, understanding, and cooperation among professionals who are involved in estate planning. It is organized to help its members render the highest possible service to the public by presenting excellent educational programs.
When We Meet
There are four regular lunch meetings and two webinar presentations each year. There is also an annual dinner. The lunch meetings are held on the second Tuesday of January, March, June and September. Lunch meetings begin at 11:30 a.m.at the Boulder Jewish Community Center. Members are welcome to bring guests to lunch meetings at no additional charge. The annual dinner is generally scheduled for October to conduct a short business meeting and to allow members to socialize.
How to Become a Member
To be eligible to become an active member of the Council, you must submit an application to the Administrator. Membership is reserved for professionals who actively practice and exhibit experience in estate planning. Applicants must list one current member who would be comfortable sponsoring you as a member. Written recommendations are not required at this time.
