2021 PRESIDENT UPDATE

Dear Council Members,

Spring is here, and what a wonderful Spring it is indeed.  As our nation emerges from over a year of pandemic, we have an opportunity to change and grow as we resume a more public life.

As our professions contemplate our return to a new normal, we can educate our clients and the public about our professions, and how our services can best support our recovering and altered world. We can also remind ourselves and each other to take advantage of all resources available to us, including this Council.

In the days and weeks ahead, remember that we exist as a community of professionals to support one another.  There is strength in our solidarity with one another, that we have recently seen through our country’s health crisis.  As this new day begins, don’t hesitate to reach out and connect with one another for ideas and resources. Our Council’s membership directory is available online through your member login portal. We have launched new troikas, both virtual and in-person, so that we can connect with one another. This Council exists to support us all in our endeavors and we have recently learned how much we need one another.

We value and appreciate your membership in the Conejo Valley Estate Planning Council.  Thank you for contributing to our community; please thrive and grow together as we emerge into this beautiful new world.

Grace Durst
2021 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.