The Financial and Estate Planning Council of Metropolitan Detroit - Similar companies

Mission Statement 1. Promote cooperative efforts in the fields of estate and business planning among the professionals and bu ... siness enterprises represented by the members, always keeping in mind the interests of their clients, 2. Engage in study, discussions, meetings and additional activities which will continuously improve their combined services, 3. Promote respect and understanding of the members, and 4. Promote understanding of financial and estate planning matters among the public generally. COUNCIL GOALS ARE TO: Promote cooperative efforts among the various professionals engaged in the business of financial and estate planning Foster an understanding of the roles and relationships of the professionals who engage in financial and estate planning Promote these efforts while maintaining the highest standards and ethical practices for clients, members, and the public Engage in study, discussions, meetings, and other activities which will continually improve their combined services Promote an understanding of financial and estate planning matters with the public Provide an environment where professionals within these fields can network with each other for their mutual benefit and understanding OUR COUNCIL: Brings in nationally known speakers and educators within the various fields of financial and estate planning Creates networking opportunities for members Meets four times a year for a combined educational and networking event Provides ongoing updates in legal aspects of the field and changes in tax and estate planning laws Has a combined membership among the various professional fields of 300 OUR MEMBERS RECEIVE: Meeting notices Quality programs at modest prices Newsletters and Online Membership Directory Unparalleled networking opportunities Shared opportunities through the National Association of Estate Planning Councils read more