Fill in the information below to apply for Greene County Estate Planning Council membership.
Business State & Zipcode
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Please indicate what discipline(s) you practice. You may select up to 5 disciplines.
Associate Member (if none of the above apply)
Financial Planner (must have achieved either CFP®, ChFC®, CFA, CIMA®, PFS, MSFS, or CLU®)
Trust Officer (must have achieved either CTFA, CFP®, CFA, CPA, or JD)
Please provide a brief synopsis stating your education, educational degrees and professional designations earned and current employment.
Please state current memberships in professional associations as well as current and past offices held and service on committees in professional associations.
Please provide a brief (100 words or less) statement describing how you meet the requirement of “…currently and actively engaged in some aspect of estate planning in the Southwest Missouri area."
Who nominated you to be a part of Greene County Estate Planning Council?
(Signature of applicant, if printing)
Date: Monday, July 13, 2020
email@example.com with questions about council membership.
Greene County Estate Planning Council 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.