Membership is open to anyone serving in a fiduciary capacity or providing a fiduciary-related service. Members include the following disciplines: accounting, appraiser, attorney, auction broker, bookkeeping/fiduciary accounting, business valuation, care management, conservator, estate administrator, estate liquidation, financial planning, fine art agent, health and wellness, home care, home health and skilled care, insurance, investment advisor, organizing/form management, planned giving, psychotherapy, real estate services, relocation services, residential care, retirement communities, reverse mortgages, tax services and trust services.

Member Benefits:

FRT-SGV Online Member Directory Listing – A valuable resource to connect with experienced professionals for collaboration, information gathering and referral sharing. 

Business Building – An opportunity to interact with a large pool of practitioners in many fields dealing with seniors.

Education – Professional presentations at every meeting provide valuable learning.

Community Resource – FRT-SGV is a valuable resource, providing many valuable services (e.g. fiduciary, financial, legal) to the community.

CE credits – Attendees may sign up for State Bar MCLE or CPE (Accounting) credits on approved presentations.

Annual Judicial Dinner Discount  – This important event highlights outstanding achievements by our judicial professionals.

Member Mixer – A Happy Hour mixer is offered to get to know more about your fellow members.

Craft Talk – Members have the opportunity to speak for five minutes about their personal and professional lives to help the group get to know them better.

FRT-SGV Name Badge

Breakfast Meeting Sponsor Opportunity – Members can sponsor one or more meetings for the opportunity to deliver a short presentation about their business.

  • $500 fee
  • Two minutes to speak at meeting
  • Logo and contact information in the two meeting email announcements as Sponsor

Buffet Breakfast at all meetings, September 2024 to June 2025

Annual membership dues are paid in advance. Our fiscal year begins in September 2024 and ends in June 2025. July and August are dark due the many expected vacations during this time. Guests are welcome but must RSVP in advance and will pay $50 for breakfast. If you invite a guest, you are responsible for their breakfast fee.

Due to the number of no shows from members who RSVP’d, members who RSVP and do not attend will be billed $40. Click here to cancel your reservation via email by the Thursday before the meeting.

Earlybird dues are $400 if you join before September 11, 2024. After September 11, dues will be $450 for the year.

Membership Form

Instructions for Credit Card/PayPal payment will follow the application once submitted.

If you would prefer to mail a check rather than to pay by credit card, after filling out the member form, please mail your payment and business card to:
Fiduciary Round Table of the San Gabriel Valley
c/o Jill Masters
3756 West Avenue 40, #K128
Los Angeles, CA 90065
PLEASE note the member’s name on the check.

Click here if you would like to be added to the Fiduciary Round Table of San Gabriel Valley email list only.  

Click here to CHANGE your website listing or request a new badge.

If you have a question about joining, notice any discrepancy or need to update your listing, please email the webmaster.