ORANGE COUNTY ESTATE PLANNING COUNCIL

Board of Directors Meetings

The Board of Directors meetings are held six times per year at the Santa Ana Country Club between the hours of 12 and 2:00 p.m. They will meet on the following dates in 2020.

• February 25

• April 28

• June 23

• August 25

• October 27

• December 8

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