OUR PURPOSE: To promote the interests of the general public by developing among those engaged in the field of estate planning, including particularly life underwriters, trust officers, attorneys-at-law, Certified Financial Planner® Professionals and certified public accountants, a better understanding of the services of each, and through intelligent cooperation to broaden the scope and usefulness of these several fields of endeavor.
OUR FOCUS: The Peninsula Estate Planning Council provides it's members a forum to maintain and strengthen:
1) Cutting-edge awareness of the continually changing and expanding technical and strategic planning opportunities for clients.
2) Communication and development of a common language between the five disciplines.
3) A unified, collaborative approach toward best serving client needs.