Dear Members and Guests,
Welcome to the official website of the Siouxland Estate Planning Council. The goal of our council is to keep members and non-members apprised of our valuable programming that offers a look at the up and coming trends and most relevant current information in the estate planning world. In addition, the website offers a quick way to search for 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, 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, increasing membership of the council and, ultimately, enhancing our community by facilitating superior client service.
Monthly meetings provide opportunities for networking and collaboration with experienced professionals. We strive to offer the highest caliber of speaker and information, in addtion, we seek Continuing Education credits for our programs to offer our member addtional value. Tuesday, September 3rd marks the start of our season. Program is TBA.
Please feel free to browse our website for more information on our council and its members, programming, and other opportunities.
GOALS FOR 2019-2020: 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". We will continue or connection with the Siouxland Chamber of Commerce and have planned additional outreach to the community to promote our members. New membership recruitment will continue to take priority, and we will continue to encourage our members to apply for AEP designation, by actively nominating those members that exemplify the AEP criteria.
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.
Chrystal E. Mollet, CTFA
2019-2020 Siouxland Estate Planning Council President