We had a great turn out this morning for The Estate Planning Council of Long Island's long-awaited presentation on "Practical Considerations of Fiduciary Accountings". A special thanks to the esteemed panel, Lisa Rispoli, CPA, AEP, Richard G. Chalifoux, J.D., AEP, and Joseph La Ferlita and to Kerri Winans Kaley at Encore Luxury Living for hosting today's event.
Estate Planning Council of Long Island, Inc
Non-profit Organizations
Garden City, New York 235 followers
The Estate Planning Council of Long Island, Inc is a member of the National Association of Estate Planners and Councils.
About us
Estate Planning Council of Long Island, Inc is a member of the National Association of Estate Planners and Councils (NAEPC). Our organization consists of certified public accountants, attorneys-at-law, trust officers and accredited financial planners. We also offer membership to those persons participating in fields closely related to estate planning. Our members either reside or have a place of business in the counties of Nassau, Suffolk, and/or Queens, Long Island, New York. At our monthly meetings, we offer our membership presentations from industry leaders about planning techniques, hot and current topics and shared experiences pertaining to the many disciplines of estate planning. For 2023-2024, many of our programs will qualify for our members’ required professional education credits. Our meetings provide the opportunity to visit with friends and establish new relationships. As part of the membership dues, we offer eight monthly meetings consisting of four dinners and four breakfast meetings. For more information regarding our monthly meetings, Our partnership with the NAEPC provides members with new services and opportunities, access to webinars, as well as providing information on other estate planning councils and their members throughout the country. Please browse our website for more information about our Council. If you are interested in membership, please send us a direct message.
- Website
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https://www.epclongisland.org/
External link for Estate Planning Council of Long Island, Inc
- Industry
- Non-profit Organizations
- Company size
- 51-200 employees
- Headquarters
- Garden City, New York
- Type
- Nonprofit
Locations
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Primary
Garden City, New York 11530, US
Employees at Estate Planning Council of Long Island, Inc
Updates
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"Defying most predictions, 2023 marked the return of investor optimism and surprising economic strength." Check out CNR Chief Investment Officer Tom Galvin’s market update article for more. https://bit.ly/48ZaV4w