Our Council strives to foster understanding of the proper relationship between the functions of the Accountant, Attorney, CFP® professional, Chartered Life Underwriter, Trust Officer and any other party or parties having to do with estate planning. We encourage the co-operation and interaction of persons comprising the estate planning team.
Meetings are conducted in September, November, January, March and April. Continuing education seminars are held in September and January; dinner meetings are held in November and March and include a social hour, dinner and a guest speaker. The April meeting is a social event for all members and their spouse or guest.
One of the unique strengths of the Council is that each discipline is represented on the Board. This provides equal representation and adds to the dynamics of the organization.
The Board of Directors is compromised of five officers and four directors. Directors serve for a two-year period.
Many members of the Council serve on the board of directors of local volunteer and non-profit organizations.
The annual dues of $225 include the cost of all meetings, dinners and social events. New members have an additional $50 new member fee. For new members who join after the Fall Seminar in September, the annual dues will be pro-rated.