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.
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 Opportunities: Email admin, Jill Masters if you are interested in sponsoring a meeting or being an annual sponsor
Annual Sponsor – $2000
- Your logo on Home page of this website
- Logo and contact information on all meeting announcements
- Recognition as annual sponsor at all meetings
Single Meeting Sponsorship – $500
- Logo and contact information in the two meeting announcements as sponsor
- Two minutes to speak at meeting
Buffet Breakfast at all meetings, September 2026 to June 2027
Annual membership dues are paid in advance. Our fiscal year begins in September 2026 and ends in June 2027. July and August are dark due the many expected vacations during this time. Guests are welcome but must RSVP in advance and will pay $60 for breakfast. If you invite a guest, you are responsible for their breakfast fee.
RSVP Policy
Our membership fees alone don’t cover all the operational costs. If you RSVP and fail to attend, you will be charged $40.
We’ve incurred losses up to $1,000 per year due to no-show RSVPs. Accurate RSVP counts will help us maintain low membership fees. Thank you!
Click here to cancel your reservation via email by the Thursday before the meeting.
BECOME A MEMBER
Early bird membership dues are $400 until September 9, 2026. Beginning September 10, 2026 dues will be $500. Beginning with the January meeting, dues are pro-rated for membership through June.
Instructions for Credit Card/PayPal payment will follow the application once submitted.
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 badge, please email the admin.