Dear Members and Guests,
Welcome to the official website of the Siouxland Estate Planning Council. We hope this helps 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.
Nearly 70 dedicated professionals from the Tri-State area belong to the Siouxland Estate Planning Council (SEPC). Our membership includes a diverse array of professionals working in the greater Siouxland area, including attorneys, accountants, bankers and trust officers, investment professionals, financial planners, insurance agents, farm managers, appraisers and representatives from various charitable organizations. Our members are committed to expanding estate planning knowledge and expertise, growing professional contacts and relationships, and, ultimately, enhancing our community by facilitating superior client service.
Monthly meetings provide opportunities for networking and collaboration with experienced professionals. The monthly programs are typically pre-approved for continuing education credits benefitting certified professionals. Watch for an email in August asking for members to renew their membership. Tuesday, September 4th marks the start date for the new membership year. The program is already posted, so you can RSVP now.
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 and applications and website links of particular interest.
GOALS FOR 2018-2019: The past several years, the Board has been focused on updating our by-laws and increasing activities in order to be designated as a "Council of Excellence". For 2018 -2019 we have joined the Siouxland Chamber of Commerce and have planned additional outreach to the community to promote our members. We will continue new membership recruitment activities and encourage members to apply for AEP designation. I'm excited to announce that the board has also approved a free membership designation for college students.
SEPC is proud to support “Leave a Message Siouxland”. This non-profit organization encourages those updating their estate documents to consider leaving 1% of their assets to a local non-profit agency. You can visit their website at www.leaveamessagesiouxland.org or ask any of our SEPC members for help in establishing a charitable gift.
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,
2018-2019 SEPC President