We are the premier networking breakfast meeting group focused on the Estate Planning Professional community. We currently have locations in San Fernando Valley, Orange County, North County (San Diego), Downtown San Diego, Southwest Riverside, and Sabre Springs. We will be expanding soon to Long Beach, San Francisco Bay Area, Denver, and Chicago.
We focus on developing a better understanding of our roles, and the roles of other professionals in the Estate Planning community. Instead of presentations, we encourage our members to participate in activities and case studies. When we understand the services and products offered by our fellow professionals, in context of the activities we participate in together, we are better able to serve our own clients.
Types of professions that attend our meetings are:
Accountant
Attorney
Fiduciary
Financial Advisor
Geriatric Care Manager
Trust Officer
Banker
Care Agency Manager
HandyMan service
Psychologist/Psychiatrist
Geriatrician/Physician
Medical Services Provider
Medical Supplies
Realtor
Mortgage Lender
Funeral Services
Senior Move Specialist
Tax Preparer
Hospice Agency
Medicare specialist
Dietician
Insurance
Safety - remodel service
Senior Residence Director
Board and Care Owner
Travel for Seniors
Food prep services
Company Details
- Employees
- 2
- Founded
- -
- Address
- 43537 Ridge Park Drive, Temecula,ca 92590,united States
- Industry
- Professional Training And Coaching
- NAICS
-
Business Schools and Computer and Management TrainingComputer TrainingProfessional and Management Development Training
- Website
- estateplanninggroups.com
- Keywords
- Tax, Insurance, Trust Officer, Accounting, Banking, Elder Care, Legal, Estate Planning, Funeral Services, Networking, Fiduciary, Education, Care Agency, Attorney, Real Estate.
- HQ
- Temecula, Ca
- Competitors
- Estate Planning Team, Mayfair Estate Planning Ltd, McCarthy & Akers, PLC | Estate Planning Attorneys, Pennington Law - Estate Planning & Probate, WSBA Taxation Section, RJS LAW - Tax & Estate Planning, North County Estate Planning Council - San Diego, Tailored Wills & Estate Planning, Estate Planning Council of Southwest Washington, Trusts & Estates Consortium.
Estate Planning Group Network Questions
Estate Planning Group Network's website is estateplanninggroups.com
Estate Planning Group Network's LinkedIn profile is https://www.linkedin.com/company/epgn
Estate Planning Group Network has
2 employees.
View email and phone details for 2
employees at Estate Planning Group Network.
Estate Planning Group Network's industry is
Professional Training and Coaching
Estate Planning Group Network's top competitors are
Estate Planning Team,
Mayfair Estate Planning Ltd,
Mccarthy & Akers, Plc | Estate Planning Attorneys,
Pennington Law - Estate Planning & Probate,
Wsba Taxation Section,
Rjs Law - Tax & Estate Planning,
North County Estate Planning Council - San Diego,
Tailored Wills & Estate Planning,
Estate Planning Council Of Southwest Washington,
Trusts & Estates Consortium.
Estate Planning Group Network's categories are Professional Training and Coaching
Estate Planning Group Network's founding year is 2009
