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Upcoming Events
5/8/2018
WVEPC Luncheon
Tax Planning for Pre & Post Marital Agreements
Lauren Saucy
Details   Register Online
9/11/2018
WVEPC Luncheon
Advanced Social Security Planning Strategies
Kimberly Herrmann
Details   Register Online
10/9/2018
WVEPC Luncheon
Pot 'n Guns: A Loaded Subject
Breanna Thompson & Dan Carroll
Details   Register Online
11/13/2018
WVEPC Luncheon
Identifying and Reporting Elder Abuse: We All Have a Duty
Heather VanMeter & Heather Weigler
Details   Register Online
Member Benefits

The Willamette Valley Estate Planning Council provides networking and continuing education opportunities to estate planning professionals in the Mid-Willamette Valley.   We offer monthly lunch meetings featuring regionally and nationally recognized speakers, helpful information about your field, and high quality estate planning information to help our members better serve their clients and their community.  Speaker materials are generally available on the website after the meetings, and CPE/CLE credit is available for most topics and professional designations.  Our membership directory enables colleagues and clients to find knowledgeable professionals to assist with financial, tax, and estate planning issues, as well as trust and estate administration.


An application is available at:


http://wvepc.org/Documents/WVEPCMembershipApplication.pdf

Membership is $100 a year.

An abbreviated section of our bylaws listing criteria for membership is as follows:
 
4.2     Members and Membership Categories and Requirements.  Membership in the Corporation shall be open to individuals who are members of any one or more of the following disciplines ("Disciplines") with the accompanying credentials.

Disciplines

•   Attorney - admitted to the bar association of any state

•    Certified Public Accountant -licensed in any state

•    Financial planner- Certified Financial Planner (CFP®) or a CPA with the Personal Financial Specialist (PFS) designation

•    Life insurance agent- Chartered Life Underwriter (CLU®)

    Trust officer of a bank or trust company or a professional fiduciary - CTFA is preferred but not required

•    Affiliated professional - Development officer or planned giving professional of a tax exempt entity, or a field within estate planning that is not one of the Disciplines identified above

Membership Categories and Additional Requirements

•    Professional Membership - A minimum of five out of the last eight years of estate planning experience and a minimum of five years of being certified or licensed, immediately preceding the date of application, in any one or a combination of the membership disciplines.

•    Associate Membership -A minimum of two of the last five years of estate planning experience and a minimum of two years of being certified or licensed, immediately preceding the date of application, in any one or a combination of the membership disciplines.

Please note that the application may be completed online, but must be printed and submitted as a hand-signed copy. Membership applicants must be sponsored by a current member.


    
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