ORANGE COUNTY ESTATE PLANNING COUNCIL

Board of Directors Meetings

The Board of Directors meetings are held six times per year via Zoom between the hours of 12 and 2:00 p.m. They will meet on the following dates in 2021.

• February 23

• April 27

• June 22

• August 24

• October 26

• December 14

Copies of the Council meeting minutes and financials are available to members only. Contact the Council office for information at (714) 441-8951, ext. 4 or email gjmgmt@yahoo.com.

General Information

Guest Dinner Fees:First Time Guest = $50; Returning Guest = $125

Meeting registrations can be made online with a credit card or mailed to the Council office.

Allied Professionals

The Council is pleased to offer you connections to allied professionals in the area/state. These organizations are professional associations and are knowledge based and offer continuing education.

• CalCPA
• Estate Planning Councils
• Financial Planning Association
• Society of Financial Service Professionals
• Society of Tax and Estate Practitioners
• The State Bar of California