East Valley 
Estate Planning Council


Spring 2017

Greetings to all Members:

We are grateful to our exceptional group of speakers who have shared their wisdom and experience with us this year, as well as our sponsors and members who make our meetings possible. 

As the end of the year approaches, I want to invite you to join us for our final two events. On April 26th, we are introducing a new joint event with the Financial Planning Association of Greater Phoenix*.  There, we will have the opportunity to receive updates from Jay Adkisson on Asset Protection, and collaborate with financial professionals from across the valley.  We hope you will join us for this new event!

In May, Blain Aiken, (Chair of the CFP Board of Directors) will present on the topic of the Department of Labor's new Conflict of Interest Rule for investment fiduciaries.  Mr. Aiken will help us all understand the new regulation, and how the Trump administration may affect its implementation.

I look forward to seeing you in April and May!

*EVEPC Membership dues do not include registration for this joint event, but do provide for a reduced registration fee.


Jason M. Ray

Braun Siler Kruzel PC

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Upcoming events

17 May 2017 7:00 AM • Mesa Country Club, 660 W. Fairway Drive • Mesa, AZ 85201
17 May 2017 8:30 AM • Mesa Country Club: Immediately Following Member Meeting
20 Sep 2017 7:00 AM • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201
18 Oct 2017 7:00 AM • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201
15 Nov 2017 7:00 AM • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201

Membership News

11 Jan 2017 4:25 PM • Anonymous
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Please note: the East Valley Estate Planning Council is not affiliated formally with the National Association of Estate Planners and Councils

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