WEPC Membership
The Women’s Estate Planning Council was created to promote interaction between women estate planning professionals educationally, professionally, and socially.
Membership Benefits
- Attendance at nine meetings per year, which includes dinner, networking, and an educational program
- Continuing Education ("CE") credits generally available for approved courses for attorneys, CFP professionals, and insurance professionals
- Attendance at social events
- Inclusion in listing of WEPC members with contact information and website link viewable by the public
- Speaking and sponsorship opportunities
Membership Requirements
Membership is open to attorneys, certified public accountants, accredited financial service professionals, and trust officers. Life experience may be considered on an individual basis.
Persons who are not eligible to be members, but who are actively engaged in a field that is complementary to estate planning, may be eligible for Associate Membership upon approval by a majority of the board of directors. Examples of Associate Members include: unaccredited financial service professionals, planned giving professionals, elder care professionals, professional fiduciaries, and professional guardians.
Further, active students pursuing a degree in a program for one of the qualifying membership fields may be eligible for an Associate Student Membership upon approval by a majority of the board of directors. Examples of Associate Student Membership include: individuals pursuing degrees or educational programs to become attorneys, certified public accountants, accredited financial service professionals, and trust officers.
Dues
Annual Dues are $200.00 and are due in May of each year. First-time members joining at any time during the year pay $200.00 and their membership will be up for renewal again in May. Dues are not prorated for the month when first-time members join.
Membership Application
To apply for membership, please complete the membership application form and submit payment of your membership dues as indicated below.
The WEPC Board of Directors will review your application at the next WEPC Board meeting and will notify you promptly of its decision. If your application is not approved, your membership dues will be returned to you promptly.
To pay your $200 membership dues:
- To pay via credit card on PayPal, please click here.
- To pay via check, send check made payable to WEPC to: WEPC, P.O. Box 460666, Denver, CO, 80246. Please specify your name on the check if the check is in your company’s name.
