Overview
What is Palm Beach County Estate Planning Council Inc?
Palm Beach County Estate Planning Council Inc is a nonprofit organization that fosters collaboration among estate planning professionals. Their primary objective is to organize meetings that enhance the expertise and networking opportunities for its members. These gatherings aim to educate members on diverse subjects relevant to their field, ultimately benefiting their clients and the public at large. The council's mission is to promote a cohesive and knowledgeable community of estate planning specialists.
Official website here: www.pbcepc.org
What do the Facebook reviews say about Palm Beach County Estate Planning Council Inc?
100% of the five reviewers on Facebook recommend the Palm Beach County Estate Planning Council Inc. Here is a summary of their reviews:
The organization is praised for its strong community of passionate individuals who are dedicated to sharing valuable knowledge in the estate planning field. Reviewers highlight the active engagement and collaborative spirit within the group, which fosters an environment focused on making a positive impact in the lives of others.
Overall, the sentiment is overwhelmingly positive, showcasing the council as a supportive and resourceful platform for those interested in estate planning. Members feel motivated and appreciated, reinforcing the organization’s commitment to their mission.
This AI summary has been generated from reviews found on Facebook.
Is Palm Beach County Estate Planning Council Inc legitimate?
Palm Beach County Estate Planning Council Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. Palm Beach County Estate Planning Council Inc 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.pbcepc.org
What is the mission statement of Palm Beach County Estate Planning Council Inc?
The Palm Beach County Estate Planning Council Inc's mission is to foster collaboration among estate planning professionals. They achieve this by organizing meetings that enhance their professional growth and interaction. The council also focuses on educating its members on various relevant topics, ultimately aiming to benefit their clients and the public at large. In essence, the Palm Beach County Estate Planning Council Inc serves to enhance the expertise of estate planning professionals and contribute positively to their clients' and the community's well-being.
Official website here: www.pbcepc.org
Who is the CEO of Palm Beach County Estate Planning Council Inc?
Syndie Levien Cfp Cepa is the President of Palm Beach County Estate Planning Council Inc.
Official website here: www.pbcepc.org
What is the revenue of Palm Beach County Estate Planning Council Inc?
Palm Beach County Estate Planning Council Inc's revenue in 2023 was $120,268.
Official website here: www.pbcepc.org
Who are the executives of Palm Beach County Estate Planning Council Inc and what are their salaries?
Here are 12 key members and their salaries:
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Official website here: www.pbcepc.org
Where can I find the form 990EZ for Palm Beach County Estate Planning Council Inc?
Palm Beach County Estate Planning Council Inc's most recent form 990EZ was submitted in 2023 and can be accessed here.
Official website here: www.pbcepc.org
Learn more at the official website: www.pbcepc.org
Mission Statement of Palm Beach County Estate Planning Council Inc
Palm Beach County Estate Planning Council, a professional organization, is dedicated to fostering collaboration among individuals involved in estate planning. Their mission is threefold: firstly, they organize meetings that serve to enhance the proficiency and interpersonal relationships of their members. Secondly, they provide educational opportunities on a variety of relevant topics that are mutually beneficial for both the members and their clients. Lastly, their aim is to contribute positively to the public, leveraging the collective expertise of their members to improve estate planning services. This approach ultimately benefits the clients and the broader community.
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Impact
October, 2024
The Palm Beach County Estate Planning Council Inc significantly enhances the landscape of estate planning in the region by fostering collaboration among professionals in the field. Through its regular meetings, the council promotes a culture of professionalism and interaction, ensuring that members are well-informed and up-to-date on various topics relevant to estate planning.
By focusing on education, the council empowers its members with the knowledge needed to better serve their clients while also benefiting the broader community. This commitment to shared learning and communication directly contributes to improved quality of services and outcomes for those seeking estate planning assistance.
Moreover, the council plays a critical role in elevating the standards of practice within the estate planning community, ultimately benefiting clients and the public in Palm Beach County. Its mission not only strengthens individual practices but also enhances the overall trust and efficiency of the estate planning profession in the region.
This information is meant to be a general summary of Palm Beach County Estate Planning Council Inc. 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: $33
- Program Service Revenue: $47,245
- Gross Receipts: $120,268
Assets and Liabilities:
- Total Assets: $144,577
- Total Liabilities: $0
- Net Assets: $144,577
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Organization Details
Phone
(561) 714-2360Principal Officer
Syndie Levien Cfp Cepa
Main Address
6671 W INDIANTOWN ROAD 50-194, JUPITER, FL, 33458
Website
www.pbcepc.orgNTEE Category
Code: S41 - Community improvement
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