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The Estate and Business Planning Council of Hartford (EBPC Hartford) is an association
of professionals who specialize in estate and financial planning for individuals
EBPC Hartford has four regular program meetings during the Council year that runs
from June through
May. These meetings are usually held in September, December, March and May.
addition, there are usually four seminar meetings that are small gatherings
lunch with a speaker on a current interest topic.
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Have a question or need to contact us? Use the information below to mail, call, fax or email us.
Estate and Business Planning Council of Hartford
Jaclyn Farnham, CAP
95 West St
Rocky Hill, CT 06067
(860) 721-7400 Voice
(860) 721-7406 Faxoffice@EBPCHartford.org
Here are some of the credentials that are required for membership in The Estate and Business Planning Council:
CPA - Certified Public Accountant
CLU - Chartered Life Underwriter
ChFC - Chartered Financial Consultant
CFP® - Certified Financial Planner
PFS - Personal Financial Specialist
MAI - Member of Appraisal Institute
ASA - Accredited Senior Appraiser
CBA - Certified Business Appraiser
BVAL - Business Valuator Accredited in Litigation
CVA – Certified Valuation Analyst
ABV – Accredited in Business Valuation
CAP - Chartered Advisor in Philanthropy