Kansas City Estate Planning Symposium

Education Administration Programs, Investment Services · 11 Employees
Phone Number: 816 235-1644
Email Address: lori@kceps.org
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About
The Midwest's leading resource for estate planning education, we offer comprehensive learning opportunities for professionals in law, accounting, trust administration, investment services and life insurance. Our signature programs – produced for estate planners, by estate planners – support estate planning professionals at all stages of their careers. Note: For the immediate future, each of our educational program offerings is being offered exclusively online. Our 2020-2021 offerings include: - Fundamentals of Estate Planning - Thursday, October 22, 2020, via webcast - Intermediate Estate Planning – late January, 2021,via webcast - KCEPS Annual Conference – April 22-23,2021, via webcast To register, or for more information, please visit www.kceps.org. OUR MISSION - To provide a symposium and educational resources for the estate planner, wealth manager, trust officer and business advisor on legal, tax, insurance, planning and practice issues, utilizing national speakers and resources. - To provide opportunities for networking and access to services for estate planning practitioners. - To encourage the development of students in the estate planning profession through mentorship, educational opportunities and writing competitions.
Year Founded
1981
Social Media
Linkedin
Industry
Education Administration Programs, Investment Services
HQ Location
5100 Rockhill Rd Kansas City, Missouri, US
Keywords
Tax PlanningEstate PlanningWills and TrustsTrust and Estate LawAccountingInsuranceFinancial PlanningWealth AdvisoryFamily Lawand Succession Planning
Location
  • 5100 Rockhill Rd Kansas City, Missouri, US

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andywarhol@kceps.org
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awarhol@kceps.org
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andy@kceps.org
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warhol@kceps.org
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