Committees: 2018-19 Estate & Financial Planning Committee
Committee Structure & Function

The committee members shall be representatives of the various membership constituencies and work in the financial estate and planning areas.

The objectives of the Estate and Financial Planning Committee are:

1. To present information to the membership on Estate and Personal Financial Planning. This may include a technical program of high quality and other CPE offerings on pertinent Financial Planning issues.

2. To educate the membership on estate and financial planning practice aids.

3. To provide educational programs which address expressed members' financial planning needs and to expand into financial planning member support programs.

4. To increase the public awareness of the CPA’s expertise in the area of estate and financial planning.
John C. Schmidt, Pelican Tax & Consulting CPA, LLC
Staff Liaison
Misean Reed, Society of Louisiana CPAs