membership

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:
Julie A. Kolodziej, Membership Director
Fax: (847) 770-6601 | email
or complete and submit the online membership application below.

IMPORTANT: You must also have a Sponsor complete the Sponsor Application on your behalf.

Members-Only Section

GNSEFPC Members have access to several resources not available to non-members:

  • Online Dues Payment. Members may securely pay annual dues with a credit card or PayPal.
  • Library. A list of previous presentations and downloadable handouts.
  • Member Directory. Lookup fellow members by name or professional credentials.

To use any of these resources, members should Login.

Financial Hardship Policy
The Board of the GNSE&FPC works to keep its program costs low in order to provide quality professional education at a reasonable price.  Even with these lower costs, the program fee may be prohibitive for some participants.  Therefore, the Board offers the following financial assistance policy for the Council's programs and activities.

Program registrants who are unable to afford the registration fee for a CLE course or activity due to a financial hardship may request a full or partial waiver of the registration fee from the Council.  A letter requesting a full or partial registration fee waiver must be filed at least ten days before the course or activity begins and no later than the date the attorney preregisters.  That letter must state the reason for the member's interest in the course or activity and an explanation of the financial hardship.  That letter must be signed by the member and accompanied by a completed course registration form.

Full and/or partial scholarships will be awarded on a space-available basis, with preference given to applicants in order of date submitted.  No requests for registration fee reductions will be accepted at the door.

The Council may waive or reduce the registration fee for a CLE program at the Council's own discretion.  The Council will provide in its annual year-end report to the Illinois Minimum Continuing Legal Education Board: (1) the total number of requests for tuition reduction that the Council received; (2) the amount of tuition reduction requested by each attorney, both as a dollar amount and as a percentage of the registration fee (for example, 50% reduction requested); (3) whether each such request was granted or denied; and (4) the amount of the tuition reduction, both as a dollar amount and as a percentage of the registration fee for each request that was granted.

Membership Application

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GREATER NORTH SHORE ESTATE & FINANCIAL PLANNING COUNCIL
P. O. Box 3217, Oak Brook IL 60522 | Tel. 708.338.0760 | Email:  info@gnsefpc.org
Copyright © 2016 Greater North Shore Estate & Financial Planning Council. All Rights Reserved.

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