Roundtable: Event Planning 101

Date: Monday, July 18, 2022
Time: 3:00pm - 4:00pm
Location: Zoom

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This event takes place from 3:00 pm ET - 4:00 pm ET

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Event planning is a significant part of an association's activities, especially for those board and organizations that do not have a staff person.  Let us help your council take some of the guesswork out of its event planning.  


Attend this event to discuss:

  • Streamlining the planning process
  • Venue selection and contracting
  • Managing budgets
  • Marketing, promotion, and growing attendance
  • Efficient and effective pre-event preparation
  • Helping attendees feel welcome and engaged
  • Providing an enjoyable and safe onsite experience

Self-Care for Your Estate Planning Council, Our 2022 Theme

Wikipedia defines self-care as "the process of taking care of oneself with behaviors that promote health and active management of illness when it occurs..."  We believe this concept also applies to your estate planning council during these changing and challenging times.  Council self-care looks like:

  • Continuing to be active, even if things are not the same as they once were
  • ​Meeting your members where they are while finding a good balance related to the council's activities
  • Nurturing a healthy and engaged membership in spite of challenges brought about by the pandemic
  • Actively governing and managing the council both internally among the board and externally with members and the greater community of estate planning professionals
  • Being creative and trying new things:  meeting time or type; communication schedule; social media
  • Recognizing that things may not return to "normal" for some time

See Upcoming Event Calendar