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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!
  • 08 Sep 2015 2:39 PM | Anonymous



     8/4 8/12
    8/19
    9/1
      Goal

     Renewed

     38 39
    45
    55
     

     New

     2 5
    6
     11  

     Total

     40 44
    51
     66  75

    Potential Renewals due

     37 36
    28
    17
     
  • 19 Aug 2015 11:31 AM | Anonymous


     

     7/3  7/14 7/22
     8/4 8/12
    8/19
      Goal

     Renewed

    1
    15
     26  38 39
    45
     

     New

    1 1  1  2 5
    6
     

     Total

    2 16
    27
     40 44
    51
     75

    Potential Renewals due

    74 60
    49
     37 36
    28
     
  • 12 Aug 2015 10:47 AM | Anonymous


     

     7/3  7/14 7/22
     8/4 8/12
      Goal

     Renewed

    1
    15
     26  38 39
     

     New

    1 1  1  2 5
     

     Total

    2 16
    27
     40 44
     75

    Potential Renewals due

    74 60
    49
     37 36
     
  • 12 Aug 2015 10:23 AM | Anonymous

     

    Summer is the perfect time to plan Fall networking and marketing options, and schedule quality professional education...

     

     

    Membership Networking Value

    The membership fee of $225 includes 7 full breakfasts, 7 hours of continuing education*, and 7 opportunities to meet fellow East Valley professionals and expand your network/expand your practice.  Read more on the value of membership and meeting information.........


    Member Testimonial by Mary C. Jordan, CPA:

    "I’ve been involved with the East Valley Estate Planning Council since 2008, first as a general member, then as a Board member and officer, and now back to a general member.  I value membership in EVEPC for the opportunity to network with other professionals who advise clients on estate and trust issues."  Read more................ 


    View Details on this Season's Programs


    Review past Seasons' Programs

    * EVEPC does not pre-certify events for specific professions.  We follow standard best practices and protocols common to many disciplines, and maintain sign in sheets and outlines on file for several years, for members' reference as needed when applying for CE.
    ==========================================================


    Leverage your membership by increasing your visibility! 


    Members can join the EVEPC Linked In group, post to it,  and stay connected to the dialogue in between monthly meetings.



    ==========================================================





  • 04 Aug 2015 11:08 AM | Anonymous

    The East Valley Estate Planning Council is off and running for our next season!  Please take a look at our website to see the great things coming your way.

    Our programs and events are planned out for the year, and we are ready to place your company logo next to one of these fine speakers on the sponsor recognition page of the website! 

    ACT NOW

    The sponsor commitment form is your key to sponsorship. Sponsorships are available on a first response basis.  We will honor your preferences as best as we can, but please help us out by choosing a first and second preference.  The completed form should be returned by fax (480-922-5283) or e-mail:  evepc@premiumorganization.com.  Your returned, completed, form will be date/time stamped.  We strive purposefully to build maximum value into every program opportunity for you.

    EXCLUSIVE MEMBER OPPORTUNITY ENDS AUGUST 28, 2015!

    After the member invite period, any open sponsorship positions will be advertised to the public.

    Thank you for your consideration of support for our Council. 

    Todd Smith

    President

    East Valley Estate Planning Council 2015-16

    …connecting estate planning professionals in the east valley


  • 04 Aug 2015 11:02 AM | Anonymous

     

     7/3  7/14 7/22
     8/4   Goal

     Renewed

    1
    15
     26  38  

     New

    1 1  1  2  

     Total

    2 16
    27
     40  75

    Potential Renewals due

    74 60
    49
     35  
  • 22 Jul 2015 8:18 AM | Anonymous

     

     7/3  7/14 7/22
      Goal

     Renewed

    1
    15
     26  

     New

    1 1  1  

     Total

    2 16
    27
     75

    Potential Renewals due

    74 60
    49
     
  • 14 Jul 2015 12:56 PM | Anonymous


     

     7/3  7/14   Goal

     Renewed

    1
    15
     

     New

    1 1  

     Total

    2 16
     75

    Potential Renewals due

    75 65
     
  • 19 Mar 2015 11:52 AM | Anonymous

      Join AFP and PGRTAZ for a special April educational opportunity, presented by AFP Greater Arizona, US Trust and Planned Giving Round table of Arizona.

    AFP and PGRTAZ

    April 1, 2015

    Educational Luncheon and Worshops

    "Strengthening Your Planned Giving Program"

    Ron Shiller

    Founding Partner and Principal Search Consultant

    Aspen Leadership Group

    Robert F. Sharpe, Jr.

    President

    Sharpe Group

    Access this link for further details and to Register.......



  • 01 Dec 2014 3:05 PM | Anonymous

    Join us in wishing a very Happy Birthday for the month of December to:

    Stephen Barber

    Jae Christensen

    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.

East Valley Estate Planning Council

www.evepc.wildapricot.org

evepc@premiumorganization.com

602-840-2900 X1

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