EBPC Hartford - Estate and Business Planning Council of Hartford

The EBPC Hartford meeting February 2019 - Pond House in West Hartford

The EBPC Hartford meeting May 2019 - Wampanoag Country Club in West Hartford

The EBPC Hartford meeting May 2019 - Riverfront Boathouse in Hartford

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

Upcoming Events

Tuesday, January 21 EBPC Hartford, Inc Presents New Member & Networking Social

Tuesday, February 11 EBPC Hartford, Inc Presents Seminar ~ Investing for a Sustainable Future

Wednesday, February 26 EBPC Hartford, Inc Presents Member Program - Qualified Opportunity Zones: Mechanics, Planning Ideas & Real Life Examples

Wednesday, May 6 EBPC Hartford, Inc Presents Member Program

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

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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