How Membership Works
Annual Membership is good for the calendar year (we are dark in December).
The cost for an individual meeting is listed on our Join Us Page.
What is an Estate Planning Group?
This Group is made up of local, dedicated, and experienced professionals who serve the most vulnerable in our communities: Seniors and Disabled Persons. We feel our monthly meetingmeetings give us the greatest opportunity to get to know each other because of our meaningful discussions prompted by relevant activities, like case studies. This is not just a referral opportunity. We learn from and teach each other in rich, meaningful ways. We strengthen our mutual Estate Planning Professional community by creating good relationships. We do not have presentations that keep you from connecting, and we do not provide CE. Instead, you are encouraged to share your passion for your work, and learn from other professionals as dedicated as you are.
Who should join?
Any professional who serves in the Estate Planning Arena, who enjoys learning, who wants to grow his/her practice and who enjoys meeting other professionals like: Attorneys, Private Trustees, CPAs, Financial Advisors, Geriatric Care Managers aka Aging Life Managers, Senior Residence Directors, Bankers, Trust Officers, Insurance Professionals, Senior Real Estate Specialists, Senior Move Service Providers, etc. If you don’t see your service or profession listed, come to meeting and introduce yourself!
Our discussion topics range from the medical causes of dementia to the tax benefits of elaborate estate plans. Legal, financial, medical and logistical aspects all require a team approach, and we get to know the other professionals at the table with mutual problem solving. We encourage a safe environment to get your questions answered and to explore best practices. We acknowledge that none of us knows everything in this complex area, but with good communication we each can accomplish much more, so members tend to have good reason to follow up and we have seen many referrals happen.
Each of us, as professionals, are held to high standards; our clients have the expectation that we will have the right answer at the right time. We reduce our liability and enhance the client experience by getting to know the professionals to whom we refer our clients. With other professionals we know and trust, we can grow our individual practices and serve our clients more effectively.
What are the benefits of Membership?
Do you have a big office? Do you have co-workers that would also like to be an EPGN member? If so, the corporate membership will be a perfect fit for you. Pick your favorite EPGN location and anyone from your office can go. In addition to our normal benefits above, Corporate EPGN Member benefits are: