About
A rich history of professional development through education, cooperation and partnership of its members
About
An intra-disciplinary estate planning organization with a rich history of professional development through education, cooperation and partnership of its members.
Events
The BHEPC meets the first Monday of the every month from 6pm to 8:30pm, from October through July (April is tax recess).
Become a Member
Membership requires a minimum of five years of estate planning experience with an emphasis of practice must include estate planning or tax.
Testimonials
Afshin Asher
Owner, Asher Law Group, APC
Jeff Brooks
Director, Trust and Estate Specialist at UBS Wealth Management
Eric Garfield
Managing Director at Cushman & Wakefield
Sarah Lewis
Principal, Aequitas Wealth Management
Dean Catalano
Senior Vice President, Wealth Advisor
Reva Shakkottai
Senior Vice President, RBC Wealth Management