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.
FRT-SGV Online Member Directory Listing – A valuable resource to connect with experienced professionals for collaboration, information gathering and referral sharing. (Please note: there will be no print directory for 2023/2024.)
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 credits on approved presentations.
2023 Annual Judicial Dinner Discount – This important event highlights outstanding achievements by our judicial professionals.
Altadena Country Club – October 18, 2023, 5:30 – 8:00p.m.
Member fee is $50, guests are welcome for $75 each; all attendees must RSVP – Click here to RSVP and pay for the dinner
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. Email Don McCue to schedule.
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
- Three minutes to speak at meeting
- Logo and contact information in the two meeting email announcements as Sponsor
Buffet Breakfast at all meetings, September 2023 to June 2024
Annual membership dues are paid in advance. Our fiscal year begins in September 2023 and ends in June 2024. July and August are dark due the many expected vacations during this time. Guests are welcome but must RSVP in advance and will pay $40 for breakfast. If you invite a guest, you are responsible for their breakfast fee.
BECOME A MEMBER
Dues are $400. If you are joining after January, please click here to email for the amount of payment.
Instructions for Credit Card/PayPal payment will follow the application once submitted.
If you have a question about joining, notice any discrepancy or need to update your listing, please email the webmaster.