Fiduciary Round Table of the San Gabriel Valley - 2019/2020 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.
Dues are $350 and will pay up through June 2020.
After January 8, 2020, dues will be prorated; please contact Chris Johnson, Membership Chair, at the meeting.
2019/2020 Memberships are for September 2019 through June 2020.
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:
Member Last Name:
Company / Organization:
If none, enter "N/A"
What expertise can you bring to our members?
STEP TWO: Choose up to TWO categories that apply to your business
Business Category (Choose TWO only):
Appraiser - Personal
Appraiser - Real Property
Attorney - Elder Law
Attorney - Mediation
Attorney - Other
Attorney - Probate & Estate
Attorney - Probate & Litigation
Bookkeeping & Fiduciary Accounting
Fine Art Agent
Health and Wellness
Home Health & Skilled Care
Organizing / Form Management
Real Estate Services
Trust Services - Corporate
Trust Services - Private
I am a renewing member and my badge is fine
I am a new member and need a membership badge
I am a renewing member, but need to change my membership badge
Referred by (current member):
PLEASE CLICK THE SUBMIT BUTTON BELOW
Membership questions to: Chris Johnson,
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