East Valley 
Estate Planning Council

Membership News

Let us know what you think!  Tax updates, comments on presentations, ideas for future speakers, words of wisdom and great resources to share...post them here!
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  • 11 Sep 2018 9:44 AM | Anonymous

     7/10 7/25  8/14 8/24  9/11 
     Renewed 14 24  33  41  46  


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    15 26  37   46 52   80
    (70 full/10 half season)

    Potential Renewals due

    60  49  41  34 23   

  • 24 Aug 2018 3:07 PM | Anonymous

     7/10 7/25  8/14 8/24 
     Renewed 14 24  33  41  


    1  2  4  5  


    15 26  37   46  80
    (70 full/10 half season)

    Potential Renewals due

    60  49  41  34  

  • 14 Aug 2018 10:56 AM | Anonymous

     7/10 7/25  8/14
    14 24  33  


    1  2  4  


    15 26  37   80
    (70 full/10 half season)

    Potential Renewals due

    60  49  41  

  • 25 Jul 2018 1:32 PM | Anonymous

     7/10 7/25
    14 24  


    1  2  


    15 26   80
    (70 full/10 half season)

    Potential Renewals due

    60  49  

  • 10 Jul 2018 4:27 PM | James Schmidt

    Past President and Board Member Kelly White, JD, LLM, was promoted to Partner at Schmidt Westergard. Read more here. http://www.sw-cpa.com/2018/07/schmidt-westergard-promotes-kelly-m-white-to-partner/

  • 10 Jul 2018 9:15 AM | Anonymous

    07 Jul 2017 10:18 AM | Anonymous

     7/10   Goal






    10  80
    (70 full/10 half season)

    Potential Renewals due


  • 21 Jun 2018 9:13 AM | Anonymous

    Click here to read the entire Newsletter......



    National Association of
    Estate Planners & Councils

    The Association of Choice for Estate Planning Professionals

    June 2018


    You are receiving this newsletter because you are an active Accredited Estate Planner® designee and/or member of NAEPC through your estate planning council's affiliation.


    NAEPC President

    Message from President M. Eileen Dougherty

    Summer Treats


    55th Annual NAEPC Advanced Estate Planning Strategies Conference

    November 6-9, 2018


    July Webinar

    What the Estate Planner Needs to Know about Roth Retirement Plans

    Natalie B. Choate, Esq., AEP® (Distinguished)


    NAEPC Journal of Estate & Tax Planning

    NAEPC Who we are

    Who We Are

    Reflection on the values of NAEPC by Robert E. Fox, CLU®, AEP®

    Member Benefits

    NAEPC Member Benefits

    Three New or Featured Benefits

  • 18 Jun 2018 2:42 PM | Anonymous

    The EVEPC season runs from June 1st through May 31st of each year.

    Let's give a big WELCOME to the incoming board:

    President Robert Sewell Davis Miles McGuire Gardner, PLLC
    Vice President Carina Burtell Edward Jones
    Secretary Shanna Mayberry Mutual of Omaha Bank
    Treasurer Dennis Hare Lohman Company PLLC
    Past President Kelly White Schmidt Westergard & Co PLLC
    Director Jason Ray Braun Siler Kruzel PC
    Director Todd Smith Quarles & Brady
    Director Kristie Leshinskie Arizona Community Foundation
    Director Brooks Crandell First International Bank & Trust
    Director Otto Shill Jennings Strouss & Salmon, PLC 

  • 05 Dec 2017 11:16 AM | Anonymous
    Join us in wishing a very Happy Birthday for the month of December to:

    Kelli Stiles, JD, CPA

    Stephen Barber, JD, LLM

    Jae Christensen, CFP(R), CTFA, EA

    Annette Lawson

    Frederick Schertenlieb, CTFA

    How, you may ask yourself, do we know this? Completed information in the membership profiles.  Completing all fields in your profile could get you birthday recognition, and possible other little perks..........We don't need the year you were born, just the month.

  • 05 Dec 2017 8:46 AM | Anonymous

    Robert G. Alexander Webinar Series
    Upcoming Program

    Participate Live or Purchase a Replay!

    Wednesday, December 13, 2017
    3:00pm - 4:00pm ET

    "A December Guide to the Trump Tax Act: Where We Stand and New Planning Opportunities"

    Expertise offered by:
    Steven J. Oshins, JD, AEP® (Distinguished)

    About the program:

    The Trump Tax Plan has been one of the most heavily-discussed topics since Trump became President. Join a nationally-known attorney who will take the audience through some of the provisions and discuss the estate planning industry. This is an intermediate level program.

    About the speakers:

    Steven J. Oshins, JD, AEP® (Distinguished) is a nationally-known estate planning and asset protection attorney with clients throughout the United States. He has been named Las Vegas Lawyer of the Year in Trusts & Estates or Tax Law four times by Best Lawyers in America and has authored many of Nevada’s most important estate planning and asset protection statutes.

    Register Here

    Yearly Subscription

    The yearly subscription offers a substantial discount to attend all of the programs during the calendar year! After completing the registration you will be emailed a discount code that can be used to register for the programs you wish to attend. (Please allow up to a week for processing.) Prices start at $280. See complete information and registration form.

    Special Offer! Purchase a 2018 Webinar Series Subscription by Dec. 12th and receive a complimentary registration for Steve Oshins' webinar, A December Guide to the Trump Tax Act, on Dec. 13th. You will receive a confirmation email for your complimentary registration once your series subscription is processed. New subscribers only.

    Registration Fees

    • $40 / Accredited Estate Planner® designee (dues must be current at the time of registration)
    • $60 / member of an affiliated local estate planning council or at-large member of NAEPC
    • $100 / individual non-member  
    • $250 / council meeting or group gathering

    Continuing education credit will be available for Accredited Estate Planner® designees.  In addition, a certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. 

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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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