Membership - Additional Information


  • NEW members click here to join! ($50 application fee+ Annual Dues)
  • ​​CURRENT members click here to renew!

Registered Membership Benefits

  • NETWORKING (Priceless): There is only one kind of relationship worth cultivating; the kind that lasts. Interact with estate planning professionals in your community.  Come create a network of advisors and friends.
  • LUNCH MEETINGS: Membership dues include attendance at all lunch presentations on current estate planning topics. Nine lunch meetings will be held, one per month, from September 2022- May 2023.  Come learn from great presenters on the latest discipline-specific topics.
  • CLE/CPE/CFP Continuing Education: Earn continuing education credits! Monthly luncheons will typically qualify for 1 CE credit.  Attending members can earn up to 9 credits annually.
  • Membership Directory: Inclusion in the UVEPC online directory.
  • NAEPC: Numerous programs and discounts are available through UVEPC’s affiliation with NAEPC.  For a full list of benefits click here.

All benefits are included in the full annual membership.  Annual membership for 2022-2023 is $375.