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

    • 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......


    • 25 Jan 2019
    • 8:00 AM - 4:00 PM
    • Doubletree Hotel: 455 S Alvernan Way Tucson AZ

    The Southern Arizona Estate Planning Council
    is proud to invite you to

    Estate Planners’ Day 2019

    Steven Siegel, JD, LLM
    The Siegel Group

    Friday, January 25
    8am to 4pm
    Doubletree Hotel - Grand Ballroom
    455 S Alvernon Way, Tucson, Arizona


    Registration is now open for Estate Planners’ Day 2019. We have an exciting line up of events with speaker Steven Siegel of the Siegel group presenting on "A Discussion of Three Diverse Areas of Concern to Clients."

    See the attached brochure for event details, schedule of events and Special Pricing Offer to members of: CFA, FPA, NAPFA or AICPA and other NAEPC Councils!

    Don’t wait to register, Early Registration discounts expire on December 17 at 4 pm.
    New this year is the option to register and pay online with a credit card. Once fully registered, you will be sent a return email confirmation.
    *If you do not receive a confirmation number we do not have you registered. Please contact our office with questions.


    *All EPD registrants will receive an invitation and drink ticket to a special reception at NORTH on February 22nd at 4:30pm

    East Valley Estate Planning Council members receive the SAEPC member registration fee!

    Register Here

    Thank you to our 2019 EPD Sponsors

    Gold Sponsors:

    Community Foundation for Southern Arizona
    Northern Trust

    Silver Sponsors:

    Mission Management & Trust Co.
    BMO Private Bank
    TCI Wealth Advisors
    Pinnacle Plan Design, LLC

    Flash Drive Sponsor:

    Fleming & Curti, PLC

    Lanyard Sponsor:

    Pinnacle Plan Design, LLC

    Bronze Sponsors:

    Bogutz & Gordon, P.C
    Roediger Hoff, PLC
    Fletcher Struse Fickbohn & Wagner, PLC
    Snell & Wilmer, LLP


    • 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



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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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