Council Information

MEMBERSHIP

Membership is open to all estate planning professionals; attorneys, accountants, business valuators, financial planners, investment advisors, life underwriters, pension administrators, stock brokers, trust officers and other related professionals.  Each membership is individual, (including corporate memberships), and is non-transferrable. Annual membership runs July 1st-June 30th.  Individual Membership is $350; Corporate Membership is $900 (up to 3 members from the same firm). If you would like to renew an existing membership, please use the "Member Renewal" link on our website beginning July 1st - Oct. 15th for the upcoming term to retain active member status. To join as a new member please use the "Application Form" on our website to submit your application for the upcoming term. (Annual Membership includes: attendance at all Speaker meetings at the member rate, online Member Directory listing, attendance at two (2) annual Members-Only events, and additional benefits offered by NAEPC). If you are a Past Member and wish to re-join DEPC, "Contact Us" via email at: admin@desertestateplanningcouncil.org.

If you wish to write to the Council, send your correspondence to: 

DEPC

44489 Town Center Way

Ste. D, Box 349

Palm Desert, CA 92260

 

MEETINGS 

 

The Council holds monthly Speaker meetings on the 2nd Tuesday, at which keynote Speakers are invited to speak on specific issues of interest to estate planners. See the details for the upcoming meeting by visiting the calendar section of our website. Speaker meetings are held from September through April. Please RSVP for upcoming meetings online by using the "Event Calendar" Links. Guests are welcome to RSVP & attend our monthly Speaker meetings.

 

Monthly Speaker/Lunch Meetings:
Location: Classic Club: 75-200 Classic Club Blvd., Palm Desert, CA 92211

Time: 11:30am-1:00pm 

 

2024-2025 Meeting Schedule (See our Event Calendar for Speakers & Topics, and to RSVP)

Sep. 10, 2024 
Oct. 08, 2024 
Nov. 12, 2024 
Dec. 10, 2024 - Members-Only Holiday Party!
Jan. 14, 2025
Feb. 11, 2025  
Mar. 11, 2025  
Apr. 22, 2025 - *(4th Tuesday due to tax filing deadlines)
May 08, 2024 -  End of Season Members-Only Mixer!

 

Members-Only Mixers

October 2024 - TBD

March 2025 - TBD