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Interested in joining PEPC?
New applicants are required to attend at least one meeting before submitting their application for membership, and will need the endorsement of two current members (which may be sought at a meeting).
We look forward to getting to know you!
Get Started:
Review the Membership Categories below. Choose which Membership Category you fall under!
Fill Out the Member Application. This will be sent to the Membership Committee directly.
Review the Events page. Choose which Event in the next 2 months that you would like to attend. Sign up for that event at the non-member price.
Last... The Membership Committee will reach out to you to schedule a quick meeting. They will let you know next steps.
**PLEASE NOTE: THE MEMBERSHIP YEAR WILL START AFTER JULY 1ST. New applications will be reviewed after July 1st.
Renewals notices will be sent out at the beginning of July.
Categories of Membership
Members will be listed in only one category, as shown below. If an applicant or member does not meet any applicable criteria to be listed in their primary profession, they may be admitted as a Member At Large until they meet the applicable criteria.
- Accounting: Must be a Certified Public Accountant, (CPA); or Public Accountant, (PA); or an Enrolled Agent, (EA).
- Attorney/Legal: Must be an attorney and have practiced law for three (3) years with an emphasis on estate planning or trust and probate law.
- Charitable Giving: An individual employed by a Charitable Organization or whose private philanthropic practice is focused on planned giving.
- Fiduciary: Must have been active in the Trust field for three (3) years and be currently employed by a Corporate Trust Company, or hold the designation of CTFA or be currently licensed to practice as a Private Fiduciary by the State of California.
- Financial Planning: Must be a Chartered Financial Consultant, (ChFC); a Certified Financial Planner, (CFP); a Chartered Financial Analyst, (CFA); or have five (5) years experience as a financial advisor or planner
- Insurance: Must be a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) or have five (5) years as a life insurance agent or broker.
- Member at Large: Persons active in estate planning who do not fall within any of the other categories. The Board of Directors shall decide whether such person who applies for membership in the Council is sufficiently involved in the Estate Planning to warrant membership in the Council.
Member-At-Large: Appraisers
- Member-At-Large: Mortgage Broker/Lender
- Member-At-Large: Real Estate Sales/Broker
- Member-At-Large: Senior/Elder Care
- Member-At-Large: Other (cleaning, notary, coaching, etc.)
Membership Benefits: $200 per person
PEPC provides a forum to maintain and strengthen:
- Cutting-edge awareness of continually changing and expanding opportunities to serve our clients and community.
- Communication and development of a common language among the various disciplines.
- A unified approach to best practices and cooperation among our local professional community.
Our regular dinner meetings are fun, social and educational events where we build relationships in our professional community while learning the latest developments in our fields from our speakers.