The Estate and Business Planning Council of Hartford

The Estate and Business Planning Council of Hartford (EBPC Hartford) is an association of professionals who specialize in estate and financial planning for individuals and businesses. 

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. In addition, there are usually four seminar meetings that are small gatherings for lunch with a speaker on a current interest topic.

For Members

Members can request a password, sign-in and access member benefits.

 

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Upcoming Events

Wednesday, December 4 EBPC Hartford, Inc Presents Member Program: A Brave New World Opportunities Under Our Modern New Trust Law

Search for all upcoming and past event details in our Event Calendar


Who We Are

  • Lawyers
  • Trust Officers
  • Financial Planners
  • Accountants
  • Planned Giving Professionals
  • Valuation Experts

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

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
Executive Director
95 West St
Rocky Hill, CT  06067
(860) 721-7400 Voice
(860) 721-7406 Fax
office@EBPCHartford.org

http://EBPCHartford.org 


Member Resources

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