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.

Welcome!

and a huge Thank You to our new sponsors:

  • Webster Private Bank
  • Hartford Foundation for Public Giving
  • Drew & Cohen, P.C. Counselors at Law
  • Peoples United Advisors
  • UHY CPAs LLP

Upcoming Events

Tuesday, December 8 EBPC Hartford, Inc Presents Webinar plus Entertainment ~Tax Update 2020/2021 and Presidential Priorities followed by The Flying Ivories

Tuesday, January 12 EBPC Hartford, Inc Presents Virtual Happy Hour

Thursday, February 25 EBPC Hartford, Inc Presents Webinar ~ Facilitator's Guide to Conducting Effective Family Meetings

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

For Members

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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
Executive Director
95 West St
Rocky Hill, CT  06067
(860) 721-7400 Voice
(860) 721-7406 Fax

office@EBPCHartford.org

http://EBPCHartford.org

Platinum Sponsor

 

Gold Sponsors

Silver Sponsor

Sponsorship Opportunities. Learn More.

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

Member Resources

Links below leave this website 

 

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