FOUNDING SPONSOR

 

 

2023 PRESIDENT UPDATE

 

Dear Council Members,

It is with great pleasure, and an honor, that I continue to serve our Council for 2023.

With the return of in-person events last year, it was great to witness the excitement and renewed camaraderie among Council members, and to hear the conversations, idea sharing, laughter, and of course the speaker presentations.  It reminded me of what makes the Council and membership so special.

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 another spectacular year.

Thank you, and all the best in 2023,

Jonathan Johnen

2023 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!

 

VISIT OUR EVENT CALENDAR TAB TO THE LEFT AND RSVP NOW!

 

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.