Women's Estate Planning Council

Welcome to the Colorado Women's Estate Planning Council.
Read our newsletter, the WEPC Update:
4th Quarter, 2009 3rd Quarter, 20092nd Quarter, 20091st Quarter, 2009
August, 2008March, 2008
The Women's Estate Planning Council was created to promote interaction between women estate planning professionals: educationally, professionally, and socially. WEPC was founded in February, 1995 when the by-laws were approved and the first dues were collected. A group of women from the financial service, accounting, and legal areas came together to form the first Women's Estate Planning Council in the Denver area. From a small group of a dozen women, membership has grown to 60 professional women and men working in the estate planning field.

Membership Information

Membership is open to attorneys, certified public accountants, accredited financial service professionals, and trust officers. Life experience may be considered on an individual basis. Persons who are not eligible to be members, but who are actively engaged in a field that is complimentary to estate planning, may be eligible for Associate Membership upon approval by a majority of the board of directors.

Learn about the benefits of membership, and find out how to join the WEPC, renew your membership, and update your contact and professional information.

Meetings

Here you'll find a schedule of upcoming meetings, and you can RSVP while you're online.

Light refreshments provided by Fete Accompli, LLC, 720-231-7142.

Committees & Board of Directors

Meet the women who chair the WEPC committees and serve on its board of directors.

About Our Members

Learn more about individual WEPC members.

Speakers Bureau

If your organization or company needs a well-informed, dynamic speaker, call on WEPC members.

Women's Estate Planning Council
c/o Catherine Schwartz, CFP, AWMA
Waddell & Reed
4582 S. Ulster Street - #1300
Denver, CO 80237
Phone 720-940-1872
Fax 303-753-7581
E-mail cathyschwartz@yahoo.com

DISCLAIMER: The information and material contained in this web site do not constitute legal or professional advice and do not create any professional-client relationship. The materials on this site are provided for informational purposes only and are not guaranteed to be correct, complete, or up-to-date. Neither your sending of e-mail nor the reading of such e-mail by any WEPC member creates a professional-client relationship or a confidential relationship. Be sure to discuss your specific situation with an attorney or financial professional.

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Women's Estate Planning Council
*Phone 720-940-1872
E-mail cathyschwartz@yahoo.com

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