Mission Statement

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.


Jonathan Klem
[email protected]

Vice President
Pat Amey
[email protected]

JJ Cook
[email protected]

Asst. Secretary
Brenda Einck
[email protected]

Immediate Past President
Jenna Hauschild
[email protected]

An Invitation to Prospective New Members

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 the President listed above ahead of time with the name of the prospective member and your name, so that you and your guest may be properly recognized.


The qualifications for membership according to Section 7 of the By-Laws are as follows:

  1. General Requirements.  Membership shall be by invitation only, and shall be extended only to individuals who shall have had at least three (3) years’ experience in estate planning activities as one or more of the following:

(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.

Reservation System

There is no need to cancel or call in your reservation except for the Holiday Celebration and Spring Fling.

Meeting Notices

Future meeting announcements will be sent to you via e-mail.