Dues are $275 for the calendar year, and include 9 luncheon meetings: January-May and September-December. Membership and benefits are solely for the individual named on the application.
Fill in the information below to apply for Estate Planning Council of Lee County membership.
Business State & Zipcode
Alaska Alabama Arkansas Arizona California Colorado Connecticut District of Columbia Delaware Florida Georgia Guam Hawaii Iowa Idaho Illinois Indiana Kansas Kentucky Louisiana Massachusetts Maryland Maine Michigan Minnesota Missouri Mississippi Montana North Carolina North Dakota Nebraska New Hampshire New Jersey New Mexico Nevada New York Ohio Oklahoma Ontario Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Virginia Virgin Islands Vermont Washington Wisconsin West Virginia Wyoming INTERNATIONAL VIRTUAL
Please indicate what discipline(s) you practice. You may select up to 5 disciplines.
Under which discipline are you applying for membership?
Attorney: Must be a member of the Florida Bar Association. Are you?
CFP: Must be a member of the Financial Planning Association. Are you?
CPA: Must be a member of the Florida Institute of CPAs. Are you?
CLU/ChFC: Must be a member of the Society of Financial Service Professionals. Are you?
Trust Officer/Professional Fiduciary currently acting as one who arranges/administers trusts/estates with direct client contact and (1) is employed by a trust company or bank which maintains a trust department, or (2) previously was employed as in (1), or (3) holds the Certified Trust and Financial Advisor (CTFA™) designation, or (4) is certified by the State of Florida as a Professional Guardian. Are you one of these?
(Signature of applicant, if printing)
Date: Tuesday, September 22, 2020
email@example.com with questions about council membership.
Estate Planning Council of Lee County 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.