FOUNDING SPONSOR

 

 

2025 PRESIDENT UPDATE

 

Dear Council Members,

I look forward to serving as the Council President for 2025.  My hope for the two years ahead that I will be in this role is to see our membership continue to flourish and carry the trend of excellent speakers. 

I am also looking to continue building participation in our Board Committees (Governance, External Relations, Attorney, CPA, CLU/Life, Membership, and CFP Wealth Advisor Chair). We’ve found immense value in having the insight and wisdom of Committee members. I would love to 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. We all want to serve our clients and customers well. 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 expect and deserve.

We’re grateful for your participation in this community and excited about the year ahead!

Respectfully,

 

Danny Mock, CFP®

2025 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.