The Greater Boca Raton Estate Planning Council Welcomes You

The Greater Boca Raton Estate Planning Council was founded in 1984, and is comprised of over 200 outstanding professionals. Our members come from various estate planning disciplines, including attorneys, accountants, trust administrators, officers of corporate fiduciary firms, insurance professionals, financial planners, and planned giving professionals. 

Our goals are to offer our members and sponsors valuable networking and educational opportunities. We endeavor to provide a better understanding of the services we provide clients, donors, and the general public, while promoting cooperation among estate planning professionals. Our local Council is affiliated with the National Association of Estate Planners & Councils, which provides support, programming, and networking with affiliated council members nationwide.

We look forward to seeing our renewing members soon, and if you are not yet a member, we invite you to join us this season! The board has been working hard to make adjustments to safely host great meetings and networking events virtually this fall. While things may look different this season, we are certain you will be glad you joined us! 

We are officially in renewal season and hope you will be able to renew or join prior to our Season Kick-Off event and our first evening meeting October 20. To renew your membership click here. To insure your safety, events and meetings will be virtual through the end of 2020, and the board will re-evaluate our spring event formats in January. Check our season calendar often! Register early for the meetings you plan to attend, and I hope you will also join us at the additional networking and social gatherings that will be posted in the coming weeks and months on the website.

All at-large members interested in council leadership opportunities are invited to get involved and serve on a working committee this season. If you have an interest in event planning, technology, membership, sponsorship, budgeting or finance, we invite you to get involved! Simply contact one of our board members listed here and let them know you would like to help.

Last, but not least, your board has published a digital member directory. To view the digital publication click here. We will add new members to the directory in the coming months. When you renew your membership, please submit a bio if you have not already done so, by clicking this link.

We hope to see you soon!  
 

Sincerely,

 

Kristina Gregg, CFRE

President


To view the Virtual Member Directory:  https://drive.google.com/file/d/1ldLnHt3dnHuwGCjXwePngJmMvft07LHY/view?usp=gmail
 


Greater Boca Raton Estate Planning Council 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.