Networking - What do you do? Who is your ideal client?
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The EPCFC's vision is to foster understanding of the proper relationship between the functions of the Life Underwriter, Trust Officer, Attorney, Accountant, Financial Planner, and any other party or parties having to do with estate planning, and to encourage co-operation of persons acting under those disciplines.
Our November meeting will focus on our members. All members will have an opportuity (3 minutes) to share what they do, what they are looking for from other members of our group - "who is your ideal client?". After each presentaiton there will be an opportunity for questions and follow-up (2 min). Guests are welcome, but will present only after all members have had an opportuity to speak. No fees will be charged for non-members.
We will start PROMPTLY at 8:00am to make sure everyone has an opportuity to present. You must RSVP to presnt.
