East Valley 
Estate Planning Council

Event Information and Calendar

Please note the following policies regarding registration.

  • Substitution Policy

    Membership in EVEPC Inc. (dba East Valley Estate Planning Council) provides the ability to send an associate to the regular monthly meetings in place of a member, under the member registration, at any time a member cannot attend.  Substitutions are made at the members’ discretion, and must be authorized by the member and EVEPC.  EVEPC will allow a substitution if requested at least four business days before the meeting.  Only one substitute per member, per year.  Requests for substitutions can be sent to East Valley Estate Planning Council.


  • Guest Fee Refund Policy:  No Refunds

    EVEPC Inc. (dba East Valley Estate Planning Council) uses the number of confirmed registrations for determining the number of attendees and meals needed for each meeting.  For this reason, the Council has adopted a no refund policy.  The Council will issue no refunds for any guest fees.  If a guest makes a reservation and then is unable to attend a meeting, the guest fee will still be due and payable.

Upcoming events

    • 17 Oct 2018
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201
    Register

    "Asset Protection for the Real World—Case Studies of Real People and Their Assets"
     

      Ike Devji
      Attorney
      Pro-Asset Protection

     
     
     
    This presentation will cover:

    1.  Basics, Timing and Liability Issues for Planners
    2.  Current Common Fact Patterns Causing Loss:
    • Exposed Income Streams
    • Failure to De-Risk
    • When no planning or bad planning attack
    • Risk Factors Clients and Planners Overlook
    • Self Created Exposures with Cars
    • Why Sudden Wealth is High Risk - Exit Planning
    3.  Insurance Planning - Key Exposures and Failures in Asset Protection Plans
    4.  Current Seasonal Risks that target your client's wealth:
    • Tax Fraud
    • HR Risk
    • Party Season
    • Data Risk
    • Threats to safety
     Greet and Thank our Meetings Sponsor!



    Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
     

    Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.

     
    Additional meeting information:

    Thank you for registering for this meeting!

    We look forward to seeing you there. Watch for your event reminder two days beforehand...

    Be sure to sign in for continuing education records.

    Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending at the door? Additional information......


    • 17 Oct 2018
    • 8:30 AM - 9:30 AM
    • Mesa Country Club: Immediately Following Member Meeting
    Register
    Board meeting immediately following monthly meeting at the Mesa Country Club
    • 06 Nov 2018
    • 09 Nov 2018
    • Marriott Harbor Beach Resort & Spa: Ft. Lauderdale, FL

     

    55th Annual NAEPC
    Advanced Estate Planning Strategies Conference

    with Pre-Conference Sessions for Council Leaders

    November 6-9 - Ft. Lauderdale, FL

    Information and registration here

    • 14 Nov 2018
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201
    Register

    "Ethical and Confidentiality Traps for Tax and Estate Planning Professionals—A Panel Discussion"
     
    Moderator:

    Otto Shill III
    Attorney
    Jennings Strouse



     
    Program Description: To follow


     Greet and Thank our Meetings Sponsor!



    Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
     

    Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.

     
    Additional meeting information:

    Thank you for registering for this meeting!

    We look forward to seeing you there. Watch for your event reminder two days beforehand...

    Be sure to sign in for continuing education records.

    Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending at the door? Additional information......


    • 16 Jan 2019
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201
    Register

    "What's New In Retirement Plans?"
     


     Sue Perry
     President
     Edberg & Perry, Inc.




    The 2018 tax act had a few retirement plan provisions that we’ll go over.  We will look at a couple of case studies showing how a retirement plan can help certain clients take advantage of the 20% pass through deduction.  And, if anything else noteworthy happens in the retirement world during 2018, we’ll cover those items as well.

     Greet and Thank our Meetings Sponsor!




    Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
     

    Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.

     
    Additional meeting information:

    Thank you for registering for this meeting!

    We look forward to seeing you there. Watch for your event reminder two days beforehand...

    Be sure to sign in for continuing education records.

    Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending at the door? Additional information......


    • 20 Feb 2019
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201
    Register

    "Creative Planning With Grantor Retained Annuity Trusts"

     
     Brent W. Nelson
     Partner
     Snell & Wilmer, L.L.P



     

    Grantor Retained Annuity Trusts (GRATs) can be powerful estate planning tools, even in a high exemption environment.  This presentation will discuss the basics of GRATs, how to make GRATs perform, how to fix under performing GRATs, and creative advanced planning to maximize a GRAT’s effectiveness.  The presentation and materials will focus on practical tips that attendees can start using to improve their planning and ultimately save their clients more in taxes.

     Greet and Thank our Meetings Sponsor!



    Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
     

    Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.

     
    Additional meeting information:

    Thank you for registering for this meeting!

    We look forward to seeing you there. Watch for your event reminder two days beforehand...

    Be sure to sign in for continuing education records.

    Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending at the door? Additional information......


    • 20 Feb 2019
    • 8:30 AM - 9:30 AM
    • Mesa Country Club: Immediately Following Member Meeting
    Register
    Board meeting immediately following monthly meeting at the Mesa Country Club
    • 20 Mar 2019
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201
    Register

    "Update on the Progress on the Tax Act (TCJA)"

     
     
     
     Edward Zollars, CPA
     Partner
     Thomas, Zollars & Lynch, Ltd.
     


    An update on the progress on the tax act (TCJA) looking at impacts overall, but especially in the estate, gift and fiduciary tax arenas.


     Greet and Thank our Meetings Sponsor!



    Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
     

    Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.

     
    Additional meeting information:

    Thank you for registering for this meeting!

    We look forward to seeing you there. Watch for your event reminder two days beforehand...

    Be sure to sign in for continuing education records.

    Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending at the door? Additional information......


    • 20 Mar 2019
    • 8:30 AM - 9:30 AM
    • Mesa Country Club: Immediately Following Member Meeting
    Register
    Board meeting immediately following monthly meeting at the Mesa Country Club
    • 24 Apr 2019
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201
    Register

    "Cyber Security and YOU"

     
    Speaker and Program Description to Follow.......
               
     Greet and Thank our Meetings Sponsor!



    Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
     

    Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.

     
    Additional meeting information:

    Thank you for registering for this meeting!

    We look forward to seeing you there. Watch for your event reminder two days beforehand...

    Be sure to sign in for continuing education records.

    Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending at the door? Additional information......


    • 15 May 2019
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201
    Register

    "Your Most Important Asset is Under Attack! Health and Fitness Protection"
     
     
     Kevin P. Fine
     Partner
     Davis Miles McGuire Gardner

    What is your most important asset? You! Is it really under attack? Likely—by you (sorry), and our culture as well.  In this presentation, Attorney (and health and fitness advocate) Kevin Fine shares core nutrition, exercise, and mindfulness practices that can help protect you from the consequences of harmful lifestyle choices.


     Greet and Thank our Meetings Sponsor!



    Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
     

    Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.

     
    Additional meeting information:

    Thank you for registering for this meeting!

    We look forward to seeing you there. Watch for your event reminder two days beforehand...

    Be sure to sign in for continuing education records.

    Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending at the door? Additional information......


    • 15 May 2019
    • 8:30 AM - 9:30 AM
    • Mesa Country Club: Immediately Following Member Meeting
    Register
    Board meeting immediately following monthly meeting at the Mesa Country Club



Website Member Log In FAQ  l  Membership Renewal FAQ  l   Member Meeting Registration FAQ
Website Original Content and Information: Copyright 2011/2012/13/14/15/16/17/18 East Valley Estate Planning Council

Please note: Starting in May of 2017, the East Valley Estate Planning Council is affiliated formally with the National Association of Estate Planners and Councils, and can fulfill the AEP(R) requirement of belonging to an NAEPC local council.

Neither the East Valley Estate Planning Council (EVEPC) nor its sponsors make any warranties, either express or implied, concerning the accuracy, completeness, reliability, or suitability of any information or materials provided by presenters at its functions or posted for member reference to this website.  Nor does EVEPC or its sponsors warrant that the use of this information or materials is free of any claims of copyright infringement.  Any opinions expressed are solely those of the presenters and are not necessarily those of EVEPC.

Powered by Wild Apricot Membership Software