Estate Planning Council Kick-off Social
As tradition stands, we plan to roll out the new member year with our annual Membership Kickoff Social. This year’s social will include several significant announcements and a lot of fun! The Council will provide 2 drink tickets per person. Members are encouraged to bring a potential member as their guest.
We encourage you to bring a prospective member or guest based on the newly expanded membership categories listed below:
Accountant / Attorney / Life Care Management / Financial Advisor / Financial Analyst / Financial Planner Fraud Examiner / Investment Advisor / Life Underwriter / Philanthropic Charitable Advisor / Trust Officer or Associate Member