[ESTATE PLANNING COUNCIL NAME] SAMPLE BOARD MEETING AGENDA

[estate Planning Council Name] Sample Board Meeting Agenda




Estate Planning Council of Cleveland


[Estate Planning Council Name]

Sample Board Meeting Agenda


[Date and Time]

[Location or Conference Call Instructions]





  1. Welcome & Call to Order – President


  1. Review & Approval of Most Recent Minutes - All


  1. Financial Update – Treasurer


  1. Programming Committee Update – Program Chair


  1. Membership Committee Update – Membership Chair


  1. Use Next Bullets for Other Committee Updates or Items of Business


  1. Report from National Association of Estate Planners & Councils – NAEPC Liaison


  1. Old Business - All


  1. New Business – All


















Next Meeting – [date, time, location]







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