Introducing The Greater Boca Raton Estate Planning Council Digital Member Directory!
The Council is proud to announce the publication of the first annual GBREPC Member ! Click Here for the 2020 - 2021 Season Digital Member Directory.
All current members: If you have not had a chance to submit a biography page for the Link. , please consider filling out a biography form by clicking this
The Greater Boca Raton Estate Planning Council Welcomes You to Our Website!
We invite you to join, collaborate, participate, and network with the best estate planning professionals in our area.
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.
If you are an estate planning professional and are not yet a member, we invite you to join us this season! The board is working hard to safely host great meetings and networking events, even while we adhere to safety guidelines promoted by the CDC. While things may look different this year, we are certain you will be glad you joined us!
We are still in renewal season and hope you will be able to renew or join prior to the January 13th meeting featuring Dr. Eddie Thompson of Thompson and Associates for a discussion on charitable planning. To renew your membership click here. To insure your safety, events and meetings will be virtual through January, and the board will re-evaluate our spring event formats at the January board meeting. 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 we schedule during the season.
All at-large members interested in council leadership opportunities are invited to get involved and serve on a working committee. 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.
Remember, we have published a digital member directory. To view the digital publication click here. You can also click the link at the top of this page. We will add new members who complete a bio page to the directory in the coming months. When you renew your membership, please submit your bio if you have not already done so, by clicking this link.
We hope to see you soon!
Kristina Gregg, CFRE
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.