Overview
What is Cincinnati Estate Planning Council?
The Cincinnati Estate Planning Council is a nonprofit organization, headquartered in an undisclosed location. Their primary mission is to educate its members on estate planning. They accomplish this through regular educational speaker meetings, which include four educational lunches and the presence of two prominent national speakers, attracting around 55 attendees. This nonprofit is committed to enhancing its members' knowledge in estate planning, aiming to provide them with the necessary tools and insights to navigate this field effectively.
Official website here: www.cincinnati-oh.councils.naepc.org
Is Cincinnati Estate Planning Council legitimate?
Cincinnati Estate Planning Council is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cincinnati 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.cincinnati-oh.councils.naepc.org
What is the mission statement of Cincinnati Estate Planning Council?
The Cincinnati Estate Planning Council's mission is centered around educating its members in the field of estate planning. They achieve this through regular speaker meetings, including four educational lunches and two seminars, attracting around 55 attendees, often featuring renowned national speakers. The primary objective of these sessions is to provide members with valuable insights and updates on estate planning strategies.
Official website here: www.cincinnati-oh.councils.naepc.org
Who is the CEO of Cincinnati Estate Planning Council?
Keith Dershem is the President of Cincinnati Estate Planning Council.
Official website here: www.cincinnati-oh.councils.naepc.org
What is the revenue of Cincinnati Estate Planning Council?
Cincinnati Estate Planning Council's revenue in 2023 was $40,049.
Official website here: www.cincinnati-oh.councils.naepc.org
Who are the executives of Cincinnati Estate Planning Council and what are their salaries?
Here are 3 key members and their salaries:
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Official website here: www.cincinnati-oh.councils.naepc.org
Where can I find the form 990EZ for Cincinnati Estate Planning Council?
Cincinnati Estate Planning Council's most recent form 990EZ was submitted in 2023 and can be accessed here.
Official website here: www.cincinnati-oh.councils.naepc.org
Learn more at the official website: www.cincinnati-oh.councils.naepc.org
Mission Statement of Cincinnati Estate Planning Council
The Cincinnati Estate Planning Council is dedicated to enriching its members' understanding of estate planning. It achieves this through regularly scheduled educational meetings, specifically four educational lunches and the inclusion of two renowned national speakers. These events attract around 55 attendees, providing an engaging platform for learning and networking within the estate planning community.
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Impact
October, 2024
Cincinnati Estate Planning Council significantly enhances the knowledge and skills of its members in the field of estate planning. By organizing educational speaker meetings and hosting four informative luncheons each year, the Council provides valuable insights into current practices and trends. With the inclusion of two national speakers, these events attract about 55 attendees, fostering a collaborative environment where professionals can share experiences and discuss complex estate planning issues. The focus on education not only strengthens the expertise of its members but also improves the overall quality of service provided to the community in Cincinnati. Through its efforts, the Council contributes to community improvement by ensuring that its members are well-equipped to navigate the intricacies of estate planning, ultimately benefiting clients and families in the region.
This information is meant to be a general summary of Cincinnati 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.
- Gross Receipts: $61,605
Assets and Liabilities:
- Total Assets: $48,959
- Total Liabilities: $0
- Net Assets: $48,959
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Organization Details
Phone
(513) 554-3074Principal Officer
Keith Dershem
Main Address
4010 Executive Park Drive APT Suite, Cincinnati, OH, 45241
NTEE Category
Code: S40 - Community improvement
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