Membership - Additional Information
GREENSBORO ESTATE PLANNING COUNCIL, INC.
2023-2024 NEW MEMBER APPLICATION for Attorney, CPA, Credentialed Financial Professional, or Employee of Bank Trust Dept. or Trust Company)
New Member Information (Please print clearly – will be entered on the GEPC website)
First Name: ____________________ Middle Name: ___________________
Last Name: ______________________
Designation (s): ______________________ (CPA, CTFA, ChFC, etc.)
Business Name: _____________________
Address: _________________________________________________
Phone: ________________________ Fax: __________________________
Email: _________________________ Website: _______________________
Name You Want on Your Name Tag: _____________________________________
I hereby apply for membership. I qualify for membership as (check appropriate item):
a. ________An Attorney licensed to practice in North Carolina
b. ________A Certified Public Accountant licensed in North Carolina
c. ________A Credentialed Financial Professional (CLU, ChFC or CFP)
d. ________Employed in a Bank Trust Department or Trust Company ________________ _______________________________________________
Date Signature of Applicant Recommended by (must be signed by two GEPC members as indicated below):
__________ ________________________________________________
Date Estate Planning Council Member of same professional classification
___________ ________________________________________________
Date Estate Planning Council Member of different professional classification
The Annual Membership fee is $125.00. Please make your check payable to the Greensboro Estate Planning Council, Inc. Please mail this form with your check to:
