North County Estate Planning Group
Networking, Professional Development, Friendship
Looking for a way to meet other professionals in the Estate Planning Arena? Go to
Our membership includes Financial Advisors, Attorneys, Insurance Specialists, CPA's, Private Trustees, Medicare/Long Term Care Experts, Bankers, Conservators, Senior Residence Providers, Geriatric Care Managers, Organizers, Trust Officers, Tax Preparers, Hospice Care Teams, Fiduciaries, Planned Giving Directors and many others.
Conversation leads to Collaboration
For more information,
email, Marguerite Lorenz at
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