Interested in becoming a member?
To qualify for membership, you must have a professional designation (JD, CPA, CFP, CLU, ChFC or trust officer) and five years of continuous estate planning experience - without a professional designation, you need 10 years of experience. An associate member needs two years of estate planning experience with a professional designation, otherwise 5 years experience. Membership dues are $150.00 per year. Dues plus a Season Pass that includes six breakfast meetings is $265. Season Pass is non-transferable to another member, non-refundable and does not roll over to the next membership year.
To apply for membership, please contact:
IMPORTANT: You must also have a Sponsor complete the Sponsor Application on your behalf.
GNSEFPC Members have access to several resources not available to non-members:
To use any of these resources, members should Login.
Financial Hardship Policy