FOUNDING SPONSOR

 

 

2024 PRESIDENT UPDATE

 

Dear Council Members,

I am excited to serve as our Council President for 2024.  My focus is to continue to grow our membership in our nine membership categories: Attorneys, CPAs, Fiduciaries, Chartered Life Underwriters/ Life Insurance, Wealth Managers/ Financial Planners, Philanthropic Advisors, and our new categories of Associate Members, Emeritus Members and Member-at-Large.

I am also actively looking to build and increase participation in our Board Committees (Governance, External Relations, Attorney, CPA, CLU/Life, Membership, and CFP Wealth Advisor Chair) and invite all members to contact our leadership to inquire about such. Please see our website leadership page. Serving on a board committee and the board is an excellent way to build professional growth and comradery within the Council.

The Council exists to serve its members by committing to their professional growth through continued educational opportunities. The Council’s Mission sums it up best:

“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.”  

As a Council, it is our responsibility to uphold this Mission to serve our clients and community with the level of professionalism they deserve.

We appreciate your membership in the Council and dedication to professional growth, and we look forward to a year of growth not only in membership but in education and commitment to participation.

Respectfully,

Tamara L. Harper, J.D., Attorney, AEP®

2024 President

 

 

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.

As a member of the National Association of Estate Planners & Councils (NAEPC), our particular focus is on:

  • Law

  • Accounting

  • Financial Planning / Wealth Advising

  • Life Insurance

  • Trust and Fiduciary Services

  • Philanthropic Planning

As a member of the Conejo Valley Estate Planning Council, you receive:

  • Complimentary registration to the annual Through the Looking Glass all-day estate planning symposium
  • Complimentary subscription to Leimberg Information Services
  • Five educational program meetings per year (in addition to Through the Looking Glass), with continuing education credit for attorneys, CPAs, CFP® designees, and AEP® designees
  • Camaraderie and networking with other like-minded professionals
  • Access to NAEPC member benefits
  • Subscription to Journal of Estate & Tax Planning
  • And much more!

Apply for membership today by clicking here!

 

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Conejo Valley Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.