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

    • 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

    Blockchain Based End of Life Solutions:  Fantasy or Reality?

    Imagine efficiencies in settling an estate after one passes away.  What if you can improve the process of ensuring your clients' possessions and assets are transferred to the right people and your allocations as well as the recipients' are current on date of death?

    Registering wills on a blockchain can curb mistakes, abuses, and settlement delays.  Updating inheritance decisions can happen automatically via smart contracts.  Managing a digital wallet and managing the estates' assets can be tackled more efficiently than is possible now.

    click on the above image to see the full IBM copyrighted Blockchain Infographic

    This discussion will give you a chance to contemplate how you may wish to re-position your approach to client services in the coming decade. In addition you may wish to begin investigating integration of some of these new tools in your quiver.

     
     Carolyn Sechler, CPA  Colin Cantrell

    Carolyn and Colin will facilitate a lively discussion aimed at demystifying this new jargon.  They will discuss and provide a short glossary of terms for your reference.  Their practical examples of current implementations and tools you can use will set you reeling!  The result will be that you are better equipped to integrate these changes, already in motion.

    ________________________

    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



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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.

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