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

updated: August 18, 2023

2022/2023 Board of Directors



President

Otto Shill
Gallagher & Kennedy


Treasurer

Dennis Hare
Lohman Company PLLC

Past President(s)

Bryan Holm

Woods Law Group


Board Members At Large

Adam Gunderson

Gunderson Law Group, P.C.


Lisa Stratton

Arizona Community Foundation

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 Country Club

640 West Fairway Drive

Mesa, Arizona

480-964-1797


Membership and General Meeting Costs:

2023/2024 Annual Dues: $300

2023/2024 Member Meeting Fee:  $37

2023/2024 Guest Meeting Fee: $82  

2023/24 Full Season Value:

Member investment of annual $300 membership dues and $37 per meeting attendance has great value, providing for:

  • live educational presentations from industry professionals (program line up below)
  • 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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