Fiduciary Round Table of the San Gabriel Valley - 2018/2019 Membership Application
The purpose of the Fiduciary Round Table of the San Gabriel Valley is to bring together a dynamic network of professionals qualified to provide a full range of fiduciary services and to enhance the profession by providing a forum for the exchange of information and ideas.

Please note that membership is in the name of the individual, not the company.
- If your member employee leaves your firm, the FRT membership goes with them.
- If you send or bring a non-member visitor to a meeting, a guest fee of $50 is collected. Please RSVP for your guest.

Earlybird Dues: $300 before September 12, 2018
Dues paid after September 12, 2018: $350
After January 9, 2019, dues will be prorated; please contact Chris Johnson or Clare Ceplecha at the meeting.

2018/2019 Memberships are for September 2018 through June 2019.

ALL FIELDS ARE REQUIRED. Information will be presented on the Fiduciary Round Table website. If there is information you don't have, or don't wish to be presented, please enter "N/A".

Please print your information AS YOU WANT IT ON YOUR NAME TAG
Member First Name: *
Your answer
Member Last Name: *
Your answer
Company / Organization: *
Your answer
Mailing Address: *
Your answer
City: *
Your answer
Zip Code: *
Your answer
Work Phone: *
Your answer
Cell Phone: *
Your answer
Fax: *
If none, enter "N/A"
Your answer
Email: *
Your answer
Website: *
Your answer
What expertise can you bring to our members? *
Your answer
STEP TWO: Choose up to TWO categories that apply to your business
Business Category (Choose TWO only): *
Required
Membership Badge *
Referred by (current member): *
Your answer
PLEASE CLICK THE SUBMIT BUTTON BELOW
Payment questions to: Clare Ceplecha, Clare.Ceplecha@wellsfargo.com; Membership questions to: Chris Johnson, CJohnson@christopherbjohnson.com
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