EBPC Hartford hosts four regular meetings during the Council year that runs from June through May.   These meetings are usually held in September, December, March and May.  In addition, we host seminars that are small gatherings for lunch with a speaker, and social events throughout the year.

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. 

The purpose of EBPC Hartford is:   To provide a better understanding among the professions, of the services our members' render;  To promote cooperation among each of these professions and to foster a better understanding of the proper relationship which each profession bears to the other, to their clients and to the general public; and, To provide a medium for the discussion of topics of common interest.

Upcoming Events

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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
Mailing only:  95 West St
Rocky Hill, CT  06067
(860) 721-7400 Voice
(860) 721-7406 Fax


Who We Are

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

Platinum Sponsor


Gold Sponsors


Silver Sponsors

Sponsorship Opportunities. Learn More.

Credentials that might qualify a professional for membership in The Estate and Business Planning Council of Hartford:

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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