CONEJO VALLEY ESTATE PLANNING COUNCIL

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!