Business Details
Estate Planning Council of Broward County
For over five decades, our organization has served as a premier network for estate planning professionals in Broward County and surrounding areas. We foster professional growth through cutting-edge educational programs, structured networking opportunities, and relationship-building social events. Our multidisciplinary membership includes trust officers, attorneys, certified public accountants, financial planners, and planned giving specialists who collaborate to advance estate planning practices. Recognized by the National Association of Estate Planners & Councils with the Emerging Council award, we maintain a commitment to excellence in continuing education and member engagement.Our structured dinner meetings feature expert speakers on evolving estate planning topics while providing valuable continuing education credits. Through strategic sponsorship programs and exclusive networking platforms, we create meaningful connections between professionals and organizations dedicated to estate planning excellence.
Services
Educational Events
Networking Dinners
Social Gatherings
Sponsorship Programs
Membership Directory
Highlights and features
- We provide continuing education credits for estate planning professionals
- Our members include top professionals from diverse disciplines
- We offer exclusive networking opportunities with industry leaders
- We host expert-led discussions on evolving estate planning topics
- We facilitate access to national accreditation programs
Services
Educational Events
Our expert-led educational events provide current estate planning knowledge and continuing education credits. Professionals gain insights on evolving regulations and best practices through structured presentations and Q&A sessions. Events feature industry leaders discussing practical applications for diverse client needs.
Networking Dinners
Structured networking dinners connect estate planning professionals across disciplines. These events combine formal presentations with informal relationship-building opportunities, fostering collaborations between attorneys, accountants, and financial planners. Attendees exchange insights while earning professional development credits.
Social Gatherings
Creative social events strengthen professional relationships in relaxed environments. From joint United Way initiatives to seasonal celebrations, these gatherings build community while maintaining industry focus. Participants develop lasting connections through shared professional interests.
Sponsorship Programs
Tiered sponsorship packages offer targeted visibility to estate planning professionals. Benefits include speaking opportunities, digital directory ads, and event branding placements. Sponsors gain access to engaged audiences through multi-channel marketing exposure at key industry events.
Membership Directory
Our digital membership directory connects qualified estate planning professionals across disciplines. Members access contact information, expertise profiles, and collaboration opportunities. The resource enhances professional networking while maintaining strict quality standards for listed practitioners.
People
Beverley Campbell
Executive Director
Beverley Campbell leads the Estate Planning Council of Broward County as Executive Director, overseeing operations and member services. With extensive experience in nonprofit management, she coordinates educational programs, networking events, and sponsorship initiatives that support the council's mission.
Questions
What professional disciplines are represented in your membership?
Our members include trust officers, attorneys, certified public accountants, financial planners, and planned giving specialists working in estate planning.
Do your events provide continuing education credits?
Yes, our dinner meetings typically offer continuing education credits for members' professional disciplines.
How can businesses benefit from sponsorship opportunities?
Sponsors gain visibility through event branding, digital directory ads, and speaking opportunities while connecting with estate planning professionals across disciplines.
What types of events do you organize?
We host educational dinner meetings with expert speakers, networking mixers, and social gatherings including joint events with United Way.
How does the council support professional development?
We provide access to national accreditation programs, continuing education credits, and networking opportunities with established professionals in related fields.
