Membership runs from August to May of the following year and is
based on criteria specified in the CAEPC bylaws.
Members receive:
- five dinner meetings and a half day meeting
- free access to Leimberg website (www.leimberg.com)
- At least 7 hours of continuing education
- opportunity to hear nationally known speakers
- opportunity to link to your business from our website
Membership Categories are:
| Attorneys who are members of the State Bar of Arizona |
Money Managers and Financial Planners |
| Certified Public Accountants or Public Accountants licensed
in the State of Arizona |
Appraisers |
| Enrolled Agents licensed by the Internal Revenue Service |
Planned Giving Professionals |
| Trust Officers - employees of corporate fiduciaries engaged
in the administration of Trusts and Estates |
Actuaries who are Enrolled Actuaries under the Employee
Retirement Income Security Act of 1974 |
| Life Insurance professionals |
Board Designated |
Membership dues are $400/year and (pro-rated to $300 after January
1st). If payment is made by the employer of the applicant, then
the employer may transfer the membership at anytime to another
of its employees who qualify as eligible for the membership upon
written notice received by CAEPC.
Download a membership application from here (pdf
document).
Download membership eligibility requirements from here (pdf document).
Take a moment for our membership
survey (pdf document). Please send the Membership Application with dues to...
CAEPC
c/o Premium Organization
PO Box 4130
Scottsdale, AZ 85261-4130 |
