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Dear PROSPECTIVE MEMBER:
Thank you for inquiring about membership
into the Rocky Mountain Estate Planning Council.
Procedures for membership application are detailed below
and the necessary forms can be found by clicking on
the link titled "Data
Sheet and Sponsorship Forms" under the Membership
link.
The RMEPC meets four times a year
in October, December, February and May. The dates and
topics can be found under the Upcoming
Events link. Meetings begin with a social hour at
5:45 and dinner at 6:15 followed by a topical speaker.
Annual dues are $175.00 with Corporate Membership and
Advertisement Sponsorships also available.
To apply for membership, you must
complete a Data
Sheet which contains questions about you, your employer
and background. You must also have two Sponsor
Reference Sheets completed by two current members.
A list of current members can be found under the Membership
Link. All three forms should be completed and mailed
or e-mailed to me at:
Eric Holt
Bessemer Trust
1295 St. Paul Street
Denver, CO 80210
303-350-9150
holt@bessemer.com
At the meeting subsequent to receiving
all your documents, I will introduce you as a proposed
new member. Assuming there are no objections, you will
then be accepted into the Rocky Mountain Estate Planning
Council.
Please let me know if you have any
questions. I look forward to receiving your application.
Sincerely,
Eric Holt
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The Rocky Mountain Estate Planning
Council is open to all Attorneys, Certified Financial
Planners, Certified Public Accountants, Chartered Financial
Analysts, Chartered Life Underwriters, Trust Officers,
and other estate planning professionals.
To sponsor a member, download the
form below. This form is a writable PDF. You may download
the PDF and type on the provided fields:
- New Member Welcome and
Forms
- Roster of Membership
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