2022 PRESIDENT UPDATE

 

Dear Council Members,

It is with great pleasure, and an honor, that I serve our Council for 2022.

As our professions continue to evolve in this ever-changing environment, I am reminded of why our Council was formed and of our Mission:

“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.”  

It is our responsibility to uphold this Mission, and if we have learned anything from the past few years, it is that our professions and the planning we do is, and always will be, significant and greatly needed.

The Council also exists to serve our Members to enhance their professional experience.  It is our hope that the educational programming, networking opportunities, and other member benefits help you to excel in 2022.  If we can help you maximize your membership, please just let us know.

Thank you, and all the best in 2022,

Jonathan Johnen
2022 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.