PINELLAS COUNTY ESTATE PLANNING COUNCIL, INC.

2025/2026 Lunch meetings are held from 11:30 A.M.- 1:00 P.M. at

Ruth Eckert Hall (when noted either in the Dimmitt Lounge or The Margarete Heye Great Room)

111 McMullen Booth Rd
Clearwater, FL  33759

Lunch meetings begin with 15 minutes of networking followed by a lunch and a topical presentation by an expert in the estate planning profession. 

The Pinellas County Estate Planning Council  hosts  lunch meetings August - May at the Ruth Eckerd Hall. It also has a evening networking social events held at unique and entertaining locations in the Pinellas County area.  

Membership is open to members of the following estate planning professions:

• Accredited Estate Planner (AEP)
• Attorneys-at-law
• Certified Financial Planner (CFP)
• Certified Public Accountants (CPA)
• Trust Officer (CTFA)
• Chartered Life Underwriters (CLU)
• Chartible Foundation Executive or Officer
• Chartered Financial Consultant (ChFC)
• Member at Large - actively involved in estate planning, but does not practice in any of the previous categories

MEMBERSHIP QUALIFICATIONS • Applicants must qualify within one of the disciplines listed above.

.• Applicantsmust be sponsoredby twomembers with one sponsor being from the same membership category. Applicants applying under the Member at Large category must be sponsored by three members, each of whom are from a different membership category.

• A letter of recommendation from each sponsor must be attached.

• Dues shall be attached. If an application is submitted before the May meeting, dues are $325, and after May $190, which covers the balance of the current year and dues for the following year. Checks shall be payable to Pinellas County Estate Planning Council

To apply for membership please complete and print an application here. Application Form - Pinellas County Estate Planning Council, Inc.

For questions about membership, please contact our Council Adminstrator:   info@pinellascountyepc.org