About Us

Mission Statement

  1. Promote cooperative efforts in the fields of estate and business planning among the professionals and business enterprises represented by the members, always keeping in mind the interests of their clients,
     
  2. engage in study, discussions, meetings and additional activities which will continuously improve their combined services,
     
  3. promote respect and understanding of the members, and
     
  4. promote understanding of financial and estate planning matters among the public generally.