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Objectives
The objectives of the council shall be:
ONE
To provide a forum where Trust Officers, Private Fiduciaries, Attorneys, Certified Public Accountants, Chartered Life Underwriters, Chartered Financial Consultants, Certified Financial Planners, Chartered Financial Analysts, Educators, Planned Giving Professionals, and Accredited Valuation Experts in the Sacramento Valley area may exchange views and become better acquainted with each other and their work.
TWO
To encourage better understanding and cooperation among professional individuals who participate in any of the various phases of estate planning.
THREE
Generally, to promote the best interests of members of the Council and those of the general public through helpful service in matters of estate planning. |
For in-depth understanding of the SEPC, see our Bylaws. If you have questions, please contact one of our current officers.
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