Council Information

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.

As we move through the 2017-2018 year, our Council can reflect on an admirable history centered primarily on keeping its membership informed comprehensively on cutting-edge estate planning developments and established strategies. Over the years, this has been accomplished by attracting national figures to address the members, showcasing prominent local practitioners, as well as providing timely updates on significant estate planning developments. The SEPC is excited to build upon these fine programs and traditions during the 2017-2018 year. Please see our events calendar for upcoming programs.

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,

 

Christie Finnegan

2017-2018 SEPC President