Who We Are
The Twin Cities Estate Planning Council was established in 1978 to promote multi-disciplinary education, understanding, and cooperation among professionals who are involved in estate planning. It is organized to help its members render the highest possible service to the public by presenting excellent educational programs and networking opportunities. The programs we offer feature high quality local professionals with insights that appeal to a broad segment of our membership and nationally recognized speakers.
Our membership is comprised of professionals who practice in the following areas:
- Charitable Giving
- Estate Planning
- Financial Planning
- Trust Services
When We Meet
We have eight great sessions planned. The majority of our educational meetings will be held on the 4th Tuesday of the month. They will be split between breakfast and lunch meetings at Midland Hills, and lunch and dinner meetings at the Crowne Plaza. We will also participate in one or two joint meetings with the Society of Financial Service Professionals and the Twin Cities Metro Area Exit Planning Institute, plus host one social event.
Breakfast meetings begin at 7:30 am; the speaker will end at 9:00 am.
Lunch meetings begin at 11:30 am; the speaker will end at 1:00 pm.
Dinner meetings start with social time at 4:30 pm, speaker at 5:00 pm and dinner at 6:00 pm with the event ending at 7:00 pm.
|Crowne Plaza Hotel Minneapolis
618 Second Avenue South
Minneapolis, MN 55402
1.800.556.STAR · 612.338.2288
Midland Hills Country Club
Membership & Meeting Fees
There are three categories of membership:
-Professionals who actively practice and exhibit a minimum of five years experience in estate planning;
-Provisional membership for those with two years of experience; and
-Associated professional membership for those with two plus years of experience.
The cost of Annual Membership is $75, with the membership year starting every September.
For Members, the meeting fees are $20 Breakfast, $35 Lunch, and $45 Dinner.
For Non-Member Guests, the meetings fees are $35 Breakfast, $50 Lunch, and $60 Dinner.
Each renewing member will receive one free guest pass. We encourage you to use this to bring a prospective member.
How to Become a Member
New Members - To become an active member of the Council, please download and submit an application to the Twin Cities Estate Planning Council. Applicants must be sponsored by a current member.
2016-2017 New Member Application Form