Welcome!
 
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.
 
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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

Tuesday, February 27 EBPC Hartford, Inc Presents Member Program - AI in the Business of Estate & Business Planning

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


For Members

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

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Questions?

Contact us by email, phone, mail or fax:

office@EBPCHartford.org
(860) 721-7400 Voice
(860) 721-7406 Fax

Estate and Business Planning Council of Hartford

Jaclyn Farnham, CAP
Executive Director
Mailing only:  95 West St
Rocky Hill, CT  06067


The Estate and Business Planning Council of Hartford (EBPC Hartford) is an affiliate of the National Association of Estate Planners and Councils (NAEPC). The NAEPC promotes excellence in estate planning by serving NAEPC members, delivering exceptional resources and unsurpassed education, and recognizing those who hold the Estate Planning Law Specialist (EPLS) certification.


EBPC Hartford Members Include

  • 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

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