South Placer Estate Planning Council

SEARCH DIRECTORY

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South Placer Estate Planning Council

SEARCH DIRECTORY

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Welcome to Our Membership Site

The mission of the South Placer Estate Planning Council is to promote and enhance the knowledge, and professional development of estate planning professionals. The council aims to foster collaboration, networking, and education among its members, who include attorneys, accountant, financial planners, fiduciaries, real estate professionals, and other professionals involved in estate planning. We aim to be a valuable community resource, connecting individuals with competent and compassionate professionals.

Great reasons why you should join the SPEPC

By providing a platform for ongoing education and exchange of ideas, the council strives to maintain the highest standards of professional expertise and ethics in estate planning practices, ultimately benefiting individuals, families, and business in the Placer community.

01.

Visibility

Exclusive website profiles for our members, including editing your own profile. You’ll show up on SPEPC search results based on your name and services.

02.

Networking

Opportunities to meet and interact with other professionals in the estate planning field.

03.

Exclusive Events

Attend private events, such as our Colabor-EAT lunches, where our members come together to discuss a specific hot topic.

04.

Discounts

Members have lower registration fees for our dinner meetings and events, excellent opportunities to network and mingle with collegues.

05.

Leadership

Members have the opportunity to serve as a committee member, director, and officer of the SPEPC corporation.

06.

Education

Our meetings provide the ability to earn continuing education credits while learning valuable information about estate planning.

Join The SPEPC Today

APPLY NOW

The members of the South Placer Estate Planning Council are united in their commitment to support and collaborate with one another in the field of estate planning. They come together to offer their collective expertise and assistance. By working together and pooling their knowledge and resources, the council members aim to provide comprehensive and effective estate planning solutions.

Member Categories

Accounting & Tax 1
Board Member 7
Fiduciary Services 9
Financial Advisor 6
Legal 9
Non-Profit 2
Other Services 7
Real Estate 7

Event Categories

Collabor-EATs 1
Membership 1
Monthly Dinners 2
Special Events 1

To me, SPEPC is about developing meaningful connections with local professionals. Estate planning is a team sport. Clients need a range of services that often involves attorneys, licensed fiduciaries, financial advisors, care providers, realtors, and other talented professionals. Through SPEPC, I meet the best local professionals, and am given opportunities to learn from and with them at unique and enjoyable events.

~ Jarom Phipps

As a financial advisor, I joined SPEPC because I wanted to be able to get to know other professionals that serve clients in estate planning related fields. I am often asked by clients for referrals for estate planning attorneys, CPAs, realtors, fiduciaries, etc. My clients trust me, so it is important for me to give them names of professionals I know, like, trust and can demonstrate knowledge and professionalism. Serving on the board, I have had the opportunity to get to know other members even better. SPEPC events are educational and fun. My association with SPEPC has helped the growth of my business over the years and I have made many lasting professional relationships.

~ Dawn Pedicord, Financial Advisor

Frequently Asked Questions

Where can I apply to be a member of the South Placer Estate Planning Council?

Complete our membership application and submit to our Membership Board Member at TiffanyTerrell@bankofmarin.com. Your application will be verified and submitted to the acting Board Members for review and approval. Notification of the outcome will be emailed.

What is the cost to join the South Placer Estate Planning Council?

Our current membership dues are $180/annually. Our annual membership runs from January through December.

What are the requirements to join the South Placer Estate Planning Council?

We require 3 years in the estate planning field.

Contact Us

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