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Our Board of Directors, our Meeting Structure, and Membership Benefits

updated: August 15, 2024

2024/2025 Board of Directors

President

Otto Shill
Gallagher & Kennedy

Vice President

Adam Gunderson

Gunderson Law Group, P.C.

Treasurer

Dennis Hare
Lohman Company PLLC

Secretary

Christie Rousso

BOK Financial Corporation

Past President(s)

Bryan Holm

Woods Law Group

Board Members At Large

MJ Roberts

Unbiased Options

Rebecca Easton

Easton Law

Meeting Dates:

Generally the third Wednesday of the month, September through May
Exceptions: December-no meeting

April - Collaborative Event - Bonus meeting with the FPA of Greater Phoenix

Meeting Times:

Breakfast/Registration 7:00AM

Program: 7:30-8:30AM

Meeting Location:

Mesa Chamber of Commerce

165 N Centennial Way #208

Mesa AZ 85201

Membership and General Meeting Costs:

2024/2025 Annual Dues: $385

2024/2025 Member Meeting Fee: Included in Dues

2024/2025 Guest Meeting Fee: $50

20224/25 Full Season Value:

Member investment of annual $385 membership dues has great value, providing for:

live educational presentations from industry professionals
two (2) guest passes to bring a guest at no additional cost
professional CE credits*
hot breakfast
business development: networking and relationship building
reference tools: member directory and historical meeting archives
visibility and connections: EVEPC LinkedIn group
NAEPC affiliation

Guests are always welcome at EVEPC

*EVEPC does not pre-certify CE credits for any professional designation. EVEPC provides timely, relevant topics to estate planning practitioners, seeks qualified and able presenters, and offers sign in sheets, program handouts, and CE certificates at every member meeting.

Membership Benefits:

Continuing Education
7 hours of CPE for most professions. EVEPC does not pre-submit for CFP or Arizona Life Insurance licensees.

Speaker handouts and outlines, and certificates of attendance are provided for each meeting.

Networking
Meet new estate planning professionals in the East Valley, and develop relationships for sharing questions and knowledge, potential business referrals, and camaraderie.

Leadership Opportunities
Available for interested members who would like to serve on the Board, present a topic at a meeting, or get involved in this estate planning community. Just call one of the board members listed here (find their contact information in the on line member directory!)

Members Only Website Section
Access to member directory and contact information, member discussion forum, Presentation Archive and more!

Join the Contacts List
Receive notifications on news updates, programs, and opportunities. Sign me up!

Association management services provided by:
Premium Organization: PO Box 4130, Scottsdale AZ 85261 602-840-2900

East Valley Estate Planning Council

www.evepc.wildapricot.org

evepc@premiumorganization.com

602-840-2900 X1

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