The Executive Committee of the Estate Planning Council of Richmond strives to provide its members with informative speakers and opportunity for fellowship. John Duni, Vice President-Program Chair, has secured excellent presenters who will discuss timely topics of interest to our members and the clients they serve.
We hope you find this website to be a useful tool. There is a convenient membership directory that you can reference or print, as well as links to other useful websites. We welcome your comments and suggestions as to how this tool can better serve your needs.
Our membership chairperson, Liza Bowersox, assisted by Asif Charania and their committee, work diligently to keep our roster current and our membership at full strength. We encourage you to recommend qualified individuals for membership in our organization. Please note that a membership application can be found on this website under the Document Library and also under "Membership>Application Form" Applications are reviewed in the order they are received as openings occur in the individual categories.
Questions regarding dues or payment of guest fees should be directed to our Administrative Assistant, Jill Wood at email@example.com or Treasurer, Brian Stark.
It is imperative that we all do our part to keep the Council financially sound. If, after conveying your intent to attend a dinner meeting you find that you are not able to attend, please give us the courtesy of notifying the Secretary, Kristen Hager either by phone or e-mail, of your change in plans by the Thursday prior to the meeting. The Council must pay for each meal that is guaranteed, whether the member is present or not. Your cooperation is greatly appreciated.
It is an honor to serve as President of the Council and look forward to seeing everyone at the upcoming meetings.
Frances F. Goldman
Photos by Kevin Quinn used with permission
Estate Planning Council of Richmond Virginia is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.