Membership Benefits

  • Thought-provoking programming including current briefs by local and national experts from legal, taxation, financial planning investment and trust company perspectives.

  • Opportunities to learn and share ideas with associated professionals involved in the estate planning process.

  • A way to make contact with associates in the industry who can help you strengthen and build your practice.

  • Monthly meetings between October and June, concluding with an Annual General Meeting and golf tournament.

  • Meetings are run efficiently out of respect for our members' time and provide a value-packed hour and a half of networking, socializing and business enrichment.

  • An opportunity to earn professional development credits

Price of Membership $225