The Estate Planning Council of Colorado Springs is an organization of professional members actively working in the field of estate planning. Our membership is comprised of attorneys, CPAs, Chartered Life Underwriters, Chartered Financial Consultants, Certified Financial Planners or Trust Officers. Other members are in allied fields, such as foundations, and have limited membership rights.
Application for membership is accepted throughout the year and must be accompanied by two letters of recommendation from current members. There is certain professional criteria that must be met for membership. The application is available on this website.
Our fiscal year runs from September through August. Our Council meetings are held in September, October, November, January, February, March and May (annual meeting/election). We have a speaker at each breakfast meeting presenting a topic relating to estate planning. Guests of members are always encouraged. If you do not know anyone currently who is a member but would like to attend a meeting, please contact us.
If you have any further questions feel free to email us anytime!