Financial and Estate Planning Council of Metropolitan Detroit, Inc. Welcomes You

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The Financial and Estate Planning Council of Metropolitan Detroit, Inc. is a Michigan nonprofit corporation. 

Please view our Sponsor page to view our 2021 sponsors.   

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COUNCIL GOALS ARE TO:

  • Promote cooperative efforts among the various professionals engaged in the business of financial and estate planning
  • Foster an understanding of the roles and relationships of the professionals who engage in financial and estate planning
  • Promote these efforts while maintaining the highest standards and ethical practices for clients, members, and the public
  • Engage in study, discussions, meetings, and other activities which will continually improve their combined services
  • Promote an understanding of financial and estate planning matters with the public
  • Provide an environment where professionals within these fields can network with each other for their mutual benefit and understanding

OUR COUNCIL:

  • Brings in nationally known speakers and educators within the various fields of financial and estate planning
  • Creates networking opportunities for members
  • Meets four times a year for a combined educational and networking event
  • Provides ongoing updates in legal aspects of the field and changes in tax and estate planning laws
  • Has a combined membership among the various professional fields of 300

OUR MEMBERS RECEIVE:

  • Meeting notices
  • Quality programs at modest prices
  • Newsletters and Online Membership Directory
  • Unparalleled networking opportunities
  • Shared opportunities through the National Association of Estate Planning Councils

 

 

 

Financial and Estate Planning Council of Metro Detroit, Inc. is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.