Sep 15, 2021
Jonathon Morrison
Frazer Ryan Goldberg & Arnold, LLP
Christopher Siegle
J.P. Morgan Chase Bank, N.A.
"Tax Reform and Changes - Planning Strategies to Include CLATs and Gifting"
Oct 20, 2021
Paul Yates, COHN Financial Group
Jason T. Mendelsohn, Ashar Group and Ashr SMV
"How Life Settlements and Policy Valuations Affect Planning"
Nov 17, 2021
David McCarville
Fennemore Craig
"Crypto Currency"
Jan 19, 2022
Beth Jo Zeiter
R.O.I. Properties
"Selling, Buying and Resolving Real Estate Disputes, in a Post-COVID World"
Feb 16, 2022
Ed Zollars
Thomas, Zollars & Lynch, Ltd.
"Tax Changes and Updates"
Mar 16, 2022
Otto Shill, III
Jennings, Strouss & Salmon, PLC
"End of Life Planning"
Apr 20, 2022
Bonus Joint CE Event with FPA of Greater Phoenix
A Collaborative Case Study
May 18, 2022
TBD
East Valley Estate Planning Council
www.evepc.wildapricot.org
evepc@premiumorganization.com
602-840-2900 X1