About Our Council
Our Council strives to foster understanding of the proper relationship between the functions of the Life Underwriter, Trusts Officer, Attorney, Accountant, CFP® professional and any other party or parties having to do with estate planning. We encourage the co-operation and interaction of persons comprising the estate planning team.
One of the unique strengths of the Council is that each officer is from a different discipline. This provides equal representation and adds to the dynamics of the organization. The Board of Directors is comprised of five officers and eight directors. Directors serve for a two-year period.
Many members of The Council serve on the board of directors of local volunteer and non-profit.
Monthly meetings are conducted in September, October, November, January, February, March, April and May. Meetings include networking and dinner featuring guest speaker. Networking normally begins at 5:30 pm with the dinner following at 6:00 pm. December includes a special holiday event for all members and their spouse or guest. The annual dues include the cost of all meetings, dinners, and social event.
The Objectives of the Council
To provide continuing education in estate planning for its members
To promote estate planning awareness in the community
To provide professional and social interaction among members comprising the estate planning team