MESSAGE FROM THE PRESIDENT
Dear Members and Guests,
Welcome to the official website of the Estate Planning Council of Rhode Island. Our website is designed primarily to keep you apprised of upcoming Council events and to assist you in finding qualified professionals and resources related to the field of estate planning.
The Estate Planning Council of Rhode Island has over 200 members. Our membership constituency includes a diverse array of professionals working in the Rhode Island area, including attorneys, accountants, bankers & trust officers, financial planners, insurance agents, appraisers and representatives from various charitable organizations. We are a diverse group of professionals committed to expanding estate planning knowledge and expertise, growing professional contacts & relationships, and, ultimately, enhancing the community by facilitating superior client service.
Please feel free to browse our website for more information on our council and its members, as well as events planned for the season, membership criteria & applications and website links of particular interest.
Very truly yours,
Karen J. Bacon, MBA, CFP®
Estate Planning Council of Rhode Island