Shall be members who do not have 2 years of experience in estate planning or someone who is in the process of becoming certified under a professional designation. A member who has all the qualifications but does not meet experience requirements shall automatically become a full member when in the year after time requirements are met. An associate member shall notify the Membership Chairperson in writing when requirements to become a full member have been completed. The associate member shall be a provisional member and send written notice with dues payment that they are actively engaged in meeting the qualifications within the normal time frame of the designation. Should an associate member not make proper notification for ongoing requirements, the associate member must re-apply after the requirements are met. Associate members shall not have any voting rights in the Council.

Member at Large members of the Redwood Empire Estate Planning Council is expected to be actively engaged in work that is instrumental in the estate planning or administration process and that will contribute to the purposes of REEPC. Member at Large members may serve on committees and participate in other activities of the Council as requested by the Board of Directors. Member at Large members are also expected to attend Council meetings and events, and to support the Council's efforts to promote education and exchange of information among its members. This category is not available to those eligible for the other membership categories.

The Redwood Empire Estate Planning Council is a leading organization for Life Insurance Agents in the area. As such, we require that all of our Life Insurance Agent members have the CLU® (Chartered Life Underwriter) designation . This designation is a mark of excellence in the Life Insurance industry, and it ensures that our members are highly skilled and knowledgeable in all aspects of Life Insurance planning. By requiring the CLU® designation, we can provide our clients with the highest level of service and expertise. If you are interested in joining the Redwood Empire Estate Planning Council as a Life Insurance Agent, then the CLU® designation is a must. Thank you for your interest in becoming a part of our organization.

The Redwood Empire Estate Planning Council is a professional organization with Financial Advisors who specialize in estate planning. To become a member of REEPC, Financial Advisors must have either the ChFC® (Chartered Financial Consultant) or CFP® (Certified Financial Planner) designation . The purpose of REEPC is to provide its members with educational opportunities, networking events, and resources that will help them better serve their clients. REEPC also advocates on behalf of its members and the financial planning profession as a whole. By joining REEPC, Financial Advisors can take advantage of all these benefits and more.

FAQs Archive - Redwood Empire Estate Planning Council

Q: I don't personally know anybody in REEPC. How can I get a member endorsement?

If you're looking to get a member endorsement from REEPC, the best way to go about it is to reach out to members during one of our dinner meetings. Introduce yourself, and ask questions. We are a friendly group and we are confident you will find a member willing to endorse you. If you take the time to build relationships with members of REEPC, you'll be well on your way to getting the member endorsement you're looking for.

Q: What do I need to provide during the registration process?

The questions we ask when applying for membership are all straightforward and should have no problem answering. Check out the screen recording of the process below. We do recommend that you prepare a short narrative about your estate planning experience before starting the process since it can be difficult to elaborate on such information in an online application form! You will also need to upload copies of your headshot as well as any company logo that you want to be associated with you.

Q: I have less than two years working in estate planning. Is there an option for me to join?

Yes, you have the option of joining as an ASSOCIATE MEMBER. Associate Members shall be members who do not have 2 years of experience in estate planning or someone who is in the process of becoming certified under a professional designation. A member with all the qualifications but does not meet experience requirements shall automatically become a full member when in the year after time requirements are met. An associate member shall notify the Membership Chairperson in writing when requirements to become a full member have been completed. The associate member shall be a provisional member and send written notice with dues payment that they are actively engaged in meeting the qualifications within the normal time frame of the designation. Should an associate member not make proper notification for ongoing requirements, the associate member must re-apply after the requirements are met. An associate member shall not have any voting rights in the Council.