Council Information
Why Join the Estate Planning Council of Rochester?
The Estate Planning Council of Rochester connects individuals with a prestigious network of professionals across insurance, banking, accounting, legal, and financial planning industries, all who are committed to excellence in estate planning. As a member, you will have access to a wealth of resources, including innovative industry insights, collaborative opportunities, and exclusive educational events. This community fosters professional growth through the exchange of knowledge and expertise, empowering you to elevate your practice and deliver superior service to your clients.
What Can the Estate Planning Council of Rochester Offer:
1. Collaborative Networking: Engage with professionals from complementary industries, enabling you to broaden your knowledge base, build strategic partnerships, and enhance your service offerings.
2. Professional Development: Access ongoing education and training through seminars, workshops, and conferences designed to keep you at the forefront of estate planning trends and best practices.
3. Thought Leadership: Contribute to and benefit from thought leadership in estate planning, positioning yourself as a specialist in the field.
4. Client Value: Offer your clients comprehensive, multidisciplinary estate planning solutions by leveraging the collective expertise of the council’s members.
5. Credibility and Reputation: Align yourself with a respected organization that enhances your professional credibility and demonstrates your commitment to excellence in estate planning.
If you have questions about joining the Estate Planning Council of Rochester, please reach out to President Barbara Clemons (bclemons@is.esl.org) or Diana Barlow (connect@epcrochester.org).
