Fresno Estate Planning Council
FRESNO, CA
Total revenue
$210
Total expenses
$2K
Net assets
$45K
Grants received
—
EIN
942165402
Tax year
2023
Mission
The fresno estate planning council strives to ensure a standard of excellence in the estate planning profession by: - promoting the team approach by which estate planning professionals in law, accounting, insurance, and financial services work together for their client's benefit; - adhering to the highest standards of ethics; - maintaining professional competence; - sharing knowledge and expertise; and - improving the delivery of estate planning services to the public.
Financials
FY 2023
Revenue
Expenses
People
6 listed
JEFF L ROWLAND
PRESIDENT
—
0KIM HEROLD
VICE PRESIDENT
—
0JEFF SHOOPMAN
TREASURER
—
0MICHAEL GRANNIS
BOARD MEMBER
—
0CLAY BLANTON
PAST PRESIDENT
—
0JEFFREY MARKARIAN
ASST. TREASURER
—
0