The Mission of the Conejo Valley Estate Planning Council is to promote the highest quality estate planning services – by developing and improving the capabilities of Council members, fostering cooperation among its professional disciplines, and familiarizing the public with estate planning matters.
Growing our membership benefits everyone: with more members, we are able to attract and - in those instances where fees are involved - afford higher profile speakers. With more members, we increase the amount of experience and knowledge to be shared within the Council. With more members, networking opportunities expand within the Council and our profile within the Community grows.
Growing our membership is every member's job.
The Board has challenged each of its members to bring a guest who meets membership criteria to every meeting. We’d like to expand that challenge to ask every member to bring at least one guest who meets membership criteria to at least one meeting each year. If you do, that guest will be able to attend for just $25, rather than the normal $45 guest fee.
With all of us working together, we can easily grow our membership and increase the value of your investment in the Council.
Note that this offer does not apply to our Distinguished Speakers’ program.
If you have any questions about membership, please feel free to reach out to any Board member.
UPCOMING 2014 MEETINGS
VISIT OUR EVENT CALENDAR TAB TO THE LEFT AND RSVP NOW!
May 15, 2014:
"The Psychology of Estate Planning"
July 24, 2014 - The Summer Social
September 18, 2014
The 2nd Annual Distinguished Speaker Series –TBA
November 5, 2014 - The Annual Roundtable
**Mark your calendar and plan on joining us!**