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Description: Welcome to the Greater North Shore Estate & Financial Planning Council. The GNSE&FPC is a not-for-profit organization comprised of attorneys, certified public accountants, trust officers, financial planners, insurance agents, investment advisors and charitable giving professionals that focus the majority of their practice on estate and financial planning. The organization held its first membership meeting in February of 1990. We are now celebrating our 20th year in existence.
financial planning (2810) estate planning (2127) attorneys (1872) insurance agents (552) certified public accountants (198) financial planners (93) investment advisors (70) trust officers (5) charitable giving professionals (1)
To qualify for membership, you must have a professional designation and five years of continuous estate planning experience - without a professional designation, you need 10 years of experience. An associate member needs two years of estate planning experience with a professional designation, otherwise 5 years experience. BECOME A MEMBER
The goal of the sponsorship program for the council is to enhance the credibility of the organization and to increase potential partnerships. The council appreciates the support of sponsors and offers the benefits listed below. Sponsorship of a program or social event is not limited to members of the Greater North Shore Estate & Financial Planning Council. SPONSOR BENEFITS
Thank you to our Sponsors!
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