Exclusive Benefits for Council Members

Member Categories

A SEPC membership candidate must be a professional in one of the categories listed below, practice in the Sacramento Valley area, have fulfilled the Membership Qualification Requirements, and be sponsored by a SEPC member. 

        Officer Representatives of Trust Companies


        Certified Public Accountants

        Chartered Life Underwriters

        Chartered Financial Consultants or Certified Financial Planners

        Chartered Financial Analysts


        Planned Giving Professionals

        Accredited Valuation Experts

        Private Fiduciaries

For complete information, please read our Bylaws and Membership Requirements are below.

If you would like to apply and have met the membership qualifications and fall into one of the member categories, you can download and complete a paper copy by clicking here.

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