Overview
What is Charlotte Estate Planning Council?
The Charlotte Estate Planning Council is a nonprofit organization that serves as a platform for professionals such as attorneys, accountants, certified financial planners, and certified life underwriters. Their primary mission is to conduct educational meetings on a quarterly basis, offering valuable insights and knowledge to its members. These gatherings aim to foster collaboration and learning within the field of estate planning, ultimately benefiting the professionals and the clients they serve. Based in Charlotte, the council plays a crucial role in advancing the understanding and application of estate planning strategies within its community.
Official website here: www.charlotteepc.org
Is Charlotte Estate Planning Council legitimate?
Charlotte Estate Planning Council is a legitimate nonprofit organization registered as a 501(c)(6) entity. Charlotte Estate Planning Council submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
Official website here: www.charlotteepc.org
What is the mission statement of Charlotte Estate Planning Council?
The Charlotte Estate Planning Council is committed to offering educational meetings on a quarterly basis, catering to professionals such as attorneys, accountants, certified financial planners, and certified life underwriters. The primary objective of these meetings is to provide a platform for continuous learning and professional development within this community. The council serves as a resource center, fostering an environment where these professionals can expand their knowledge and enhance their skills in estate planning.
Official website here: www.charlotteepc.org
Who is the CEO of Charlotte Estate Planning Council?
Andrea Chomakos is the President of Charlotte Estate Planning Council.
Official website here: www.charlotteepc.org
What is the revenue of Charlotte Estate Planning Council?
Charlotte Estate Planning Council's revenue in 2023 was $65,338.
Official website here: www.charlotteepc.org
Who are the executives of Charlotte Estate Planning Council and what are their salaries?
Here are 4 key members and their salaries:
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Official website here: www.charlotteepc.org
Where can I find the form 990EZ for Charlotte Estate Planning Council?
Charlotte Estate Planning Council's most recent form 990EZ was submitted in 2023 and can be accessed here.
Official website here: www.charlotteepc.org
Learn more at the official website: www.charlotteepc.org
Mission Statement of Charlotte Estate Planning Council
The Charlotte Estate Planning Council is an organization dedicated to the professional development of individuals in the fields of law, accounting, financial planning, and insurance. Their primary mission is to conduct educational meetings on a quarterly basis, catering to professionals such as attorneys, accountants, certified financial planners, and certified life underwriters. Through these educational meetings, the council aims to equip its members with the latest knowledge and skills required in their respective fields, thereby enhancing their overall proficiency and effectiveness.
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Impact
October, 2024
The Charlotte Estate Planning Council significantly impacts the professional community by facilitating ongoing education and collaboration among key stakeholders in estate planning. Through its quarterly educational meetings, the Council brings together attorneys, accountants, certified financial planners, certified life underwriters, and other related professionals.
These meetings provide a platform for sharing knowledge, discussing emerging trends, and addressing challenges in the field. By enhancing the expertise of its members, the Council contributes to improved service delivery for clients, ultimately benefiting families and individuals in the Charlotte area. The emphasis on continuous professional development fosters a more informed and competent workforce, which is essential for navigating the complexities of estate planning. This commitment to education and community engagement underscores the Council's role in promoting best practices within the field, thereby enhancing the overall quality of estate planning services in the region.
This information is meant to be a general summary of Charlotte Estate Planning Council. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2023.
- Investment Income: $10
- Gross Receipts: $65,338
Assets and Liabilities:
- Total Assets: $56,356
- Total Liabilities: $0
- Net Assets: $56,356
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Organization Details
Phone
(704) 940-7382Principal Officer
Andrea Chomakos
Main Address
1300 BAXTER STREET, CHARLOTTE, NC, 28204
Website
www.charlotteepc.orgNTEE Category
Code: S41 - Community improvement
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