Helping our members best serve their clients by providing them challenging and timely educational programs and by hosting networking functions that provide an opportunity to collaborate with other high quality professionals to encourage a multi-disciplined approach to estate planning services and to promote long-term, ongoing relationships with local estate planning professionals.
Second Year Directors (Membership Chairs)
Please submit any proposed new members to the appropriate Section Chair
First Year Directors (Program Chairs)
In an effort to increase membership, we would like to extend an invitation to our members to bring one prospective member to the next meeting. There will be no meal charge for the prospective member. Please notify Jeff Keiser at Jeffrey.email@example.com or 816-292-4389 ahead of time with the name of the prospective member and your name, so that you and your guest may be properly recognized.
If you know someone who SHOULD be a member, please submit your nomination to the appropriate Second Year Director (emails and phone numbers are listed below). Make sure you include an email address for your nominee.
The qualifications for membership according to Section 7 of the By-Laws are as follows:
(1) accountant, (2) lawyer, (3) life underwriter, (4) employee of a trust department, (5) certified financial planner, or (6) planned giving officer. In addition, the individual must be currently devoting a substantial portion of his professional time to estate planning matters or administration. In addition, to be eligible for membership, a person must meet the specific requirements of membership relating to his/her Section.
Once someone wishes to join the Society, a sponsoring member of the section to which the person would belong should send a copy of the proposed member’s bio, a short paragraph about the person and the e-mail address of the proposed member to the appropriate Second Year Director.
There is no need to cancel or call in your reservation except for the Holiday Celebration and Spring Fling.
Future meeting announcements will be sent to you via e-mail. If your e-mail address changes, please notify Joe Growney at firstname.lastname@example.org