Interested in becoming a member?
To qualify for Regular 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. To qualify for Associate membership, you need two years of estate planning experience with a professional designation, otherwise 5 years experience.
Membership dues are $160.00 per year. Dues plus a Season Pass that includes five breakfast meetings is $260. Season Pass is non-transferable to another member, non-refundable and does not roll over to the next membership year.
To apply for membership, use the form below, or download the application and email it to Matt Jamieson, Membership Director.
When logged in, GNSEFPC Members enjoy access to these and other benefits:
Financial Hardship Policy