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Seeking East Valley Estate Planning Council History and Stories

06 Jul 2011 3:06 PM | Anonymous
Greetings All!

At the last board meeting, and at the last membership meeting, the longevity of this group was raised...it seems that though the Council has been in existence for quite a long time, the history is contained mostly in one traveling "box".

So, for those who are Past Presidents, tell us what year you took the helm.  If you have a story, send it to us at EVEPC@PremiumOrganization.com.  If you have some ideas for presentations, speakers, sponsors, or new potential members, send those along, too!

Or, if you are really feeling adventurous, log on using your e-mail address and post your East Valley Estate Planning Council story here...

Comments

  • 15 Jul 2011 9:52 AM | Deleted user
    I joined the Board for the 2007-2008 year as Sec/Treas and was President for the 2008-2009 year.

    The following is information re the Board and EVEPC for 2007-2008:
    Past President:
    Candace Tooke, CPA
    Henry & Horne, LLP
    7098 E. Cochise Road, Suite 100
    Scottsdale, Arizona 85253
    480-483-1170

    President:
    T. James Lee, Esq.
    Heywood & Lee PLC
    1440 S. Clearview Avenue, Suite 101
    Mesa, Arizona 85209
    480-807-8700

    Secretary/Treasurer:
    Pamela Wheeler, EA
    Henry & Horne, LLP
    7098 E. Cochise Road, Suite 100
    Scottsdale, Arizona 85253
    480-483-1170

    Thomas R. McCloskey VP, MBA
    (Information Pending)

    Geoffrey W White, CFP, ChFC, CFS
    Capital Strategies Group, LLC
    2151 E. Baseline Road, Suite 101
    Tempe, Arizona 85283
    480-635-4050

    Lawrence F. Scaringelli, Esq.
    Becker & House PLLC
    Kierland Corporate Center
    7047 E. Greenway Parkway, Suite 240
    Scottsdale, Arizona 85254
    480-240-4020

    * Speaker lineup
    (See attached)

    * 2007-2008 meeting sponsor rate
    $350 per meeting


    * 2007-2008 membership fee
    Annual membership: $130
    Guest Fees:
    - Special Reduced Fee for 1st Time Attendee: $20
    - Regular Guest Fee: $40/meeting
    Link  •  Reply
    • 28 Jul 2011 2:33 PM | Anonymous
      Thanks Pamela! I saw this last week, and forgot to Thank You! this is perfect...any more living history out there?

      Melissa Kemp
      Link  •  Reply


East Valley Estate Planning Council

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evepc@premiumorganization.com

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