The Estate Planning Council of Northeast Florida is a local organization in Jacksonville, FL of professional estate planners focused on furthering the education of our members and the public in estate planning. Find a local estate planner or learn more about how to become an accredited estate planner (AEP) in Jacksonville, FL.
http://www.nefepc.org/
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National Association of Estate Planners
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National Association of Estate Planners
Bruce Newburger
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Cle●●●and , OH, 44114
US
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Estate Planning Council of Northeast Florida - Estate Planners in Jacksonville, FL - Serving the public's needs in Estate Planning | nefepc.org Reviews
https://nefepc.org
The Estate Planning Council of Northeast Florida is a local organization in Jacksonville, FL of professional estate planners focused on furthering the education of our members and the public in estate planning. Find a local estate planner or learn more about how to become an accredited estate planner (AEP) in Jacksonville, FL.
nefepc.org
Event Calendar - Estate Planning Council of Northeast Florida
http://www.nefepc.org/events
Tuesday, September 20, 2016. Dinner Meeting Epping Forest. ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA. September 14, 2016. NAEPC Webinar: Income Tax Deductions for Charitable Bequests of IRD. September 20, 2016. Dinner Meeting Epping Forest. October 18, 2016. Luncheon Meeting UNF University Center. October 19, 2016. NAEPC Webinar: Tricky GST Issues. November 15, 2016. Dinner Meeting Epping Forest. November 16, 2016. 53rd Annual NAEPC Advanced Estate Planning Strategies Conference. December 6, 2016.
Member Directory - Estate Planning Council of Northeast Florida
http://www.nefepc.org/members/directory
Tuesday, September 20, 2016. Dinner Meeting Epping Forest. ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA. Search our member directory to view qualified professionals in your area. You may search by any or all criteria below. CASL, CFP, RFC. Fellow, Life Management Institute. Indicates member has a web link. 3-Column with Photos Sorted by Last Name. 2-Column with Photos Sorted by Last Name. 3-Column without Photos Sorted by Last Name. 2-Column without Photos Sorted by Last Name. Submit an address change.
About Us - Estate Planning Council of Northeast Florida
http://www.nefepc.org/council/about
Tuesday, September 20, 2016. Dinner Meeting Epping Forest. ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA. Page content coming soon! September 20, 2016. Dinner Meeting Epping Forest. John Marold - Branch Bank and Trust. October 18, 2016. Luncheon Meeting UNF University Center. Robert Trudeau - Purcell Flanagan Hay and Greene. November 15, 2016. Dinner Meeting Epping Forest. Mark Vitner - Managing Director and Senior Economist Wells Fargo. December 6, 2016. Luncheon Meeting UNF University Center.
Estate Planning Information - Estate Planning Council of Northeast Florida
http://www.nefepc.org/home/estate-planning
Tuesday, September 20, 2016. Dinner Meeting Epping Forest. ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA. All too often, we hear:. Im too young to do estate planning. All my property is titled in joint tenancy with my spouse so I dont need a will. Estate planning is only for the super-rich. Estate planning is too complicated and expensive. Doesnt the government provide for that? We did our wills right after we got married 30 years ago and see no need for further planning. To their children, who may also b...
Leadership - Estate Planning Council of Northeast Florida
http://www.nefepc.org/council/leadership
Tuesday, September 20, 2016. Dinner Meeting Epping Forest. ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA. Mass Mutual Financial Design Associates. Allen Reid, Trust Officer. Purcell, Flanagan,Hay and Greene, PA. James L. Smith, Jr., CPA. Dixon Hughes Goodman, LLP. Ailish O'Connor, P.A. John P. Cole. Gunster, Yoakley and Stewart, P.A. Reid Hartsfield, CFP. Heinz and Company, LLP. September 20, 2016. Dinner Meeting Epping Forest. John Marold - Branch Bank and Trust. October 18, 2016. November 15, 2016.
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Membership - PGCNEFL.org
http://www.pgcnefl.org/membership.html
The Planned Giving Council of Northeast Florida is the professional association for people whose work includes developing, marketing and administering charitable planned gifts. Our members include estate planning and tax attorneys, accountants, bank trust officers, financial advisors, consultants, and representatives of nonprofit organizations and institutions. Join or Renew Online. For more information, contact Sharon Clark at sharonc@uwnefl.org. Benefits of local membership include:. Members are able t...
Programs - PGCNEFL.org
http://www.pgcnefl.org/programs.html
PGCNEFL meetings are offered as lunch meetings held at The San Jose Country Club at 7529 San Jose Blvd. Jacksonville, FL. From 11:45 AM – 1:15 PM. Meetings are free to Members, $25.00 Guest Fee - Pay at the Door. To RSVP for meetings, please contact Belinda Robinson-Cason, PGCNEFL Administrator, at administrator@pgcnefl.org. Or by phone at 904-899-4075. You may also register online by clicking the Register Online. Button below the program details. Below is the list of scheduled programs for 2016. Martha ...
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Estate Planning Council of Northeast Florida - Estate Planners in Jacksonville, FL - Serving the public's needs in Estate Planning
Tuesday, May 8, 2018. ESTATE PLANNING COUNCIL OF NORTHEAST FLORIDA. Welcome to the Estate Planning Council of Northeast Florida. This council is organized to provide a forum for attorneys, certified financial planners, certified public accountants, chartered life underwriters, and trust officers in Northeast Florida to promote a mutual exchange of information and experience concerning estate planning and related areas. Please feel free to link into our membership roster and calendar of future meetings.
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