Membership

Membership is open to Tompkins County area professionals who have an interest in participating in a forum for continuing education, fellowship with other advisors and serving the best interest of our clients.

If you are interested in joining the Estate Planning Council of Tompkins County and are currently practicing in one of the professional occupations below, then we welcome your application for membership. 

• Accounting Professional
• Advisor
• Attorney
• CFP®
• CPA
• Financial Advisor
• Investment Advisor
• Non-Profit/Development
• Trust Administrator
• Trust Officer
• Wealth Advisor
• Wealth Management Advisor
• Wealth Manager