Welcome to The Estate Planning Council of Polk County!
The Estate Planning Council of Polk County is an interdisciplinary organization that supports the team concept of estate planning. Our membership is made up of Accountants, Attorneys, Life Care Management, Financial Advisors, Financial Analysts, Financial Planners, Fraud Examiners, Investment Advisors, Life Underwriters, Philanthropic Charitable Advisors, and Trust Officers.
We benefit from membership in our council through the presentation of technical subjects, but just as importantly, from the business relationships, friendships, and general camaraderie we enjoy while attending our meetings. It is from these relationships that the team approach develops so that clients receive the expertise of the various disciplines working collaboratively.
The Estate Planning Council of Polk County is a member of the National Association of Estate Planners and Councils.
The EPCPC Board of Directors is working to confirm speakers and locations for the upcoming 2024 / 2025 membership year.
Upcoming Meeting Dates
November 12, 2024 - Dinner Meeting: Grasslands Golf & Country Club, Lakeland, FL
December 10, 2024 - Holiday Social & Conversations on Holding Fine Art in Your Estate Plan - AGB Museum of Art
January 28, 2025 - Heckerling Panel - Details to Come
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Estate Planning Council of Polk County 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.
