East Valley 
Estate Planning Council
 

2016/17 Final
President's Message
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 reflect on our final two events. On April 26th, we introduced a new joint event with the Financial Planning Association of Greater Phoenix.  There, we had the opportunity to receive updates from Jay Adkisson on Asset Protection, and collaborate with financial professionals from across the valley.  We hope you were able to join us for this new event!

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

I look forward to seeing you in the 2017/18 season and thank you to all who supported me during my Presidential term in 2016/17!

Sincerely,

Jason M. Ray

Braun Siler Kruzel PC




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Upcoming events

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
17 Jan 2018 7:00 AM • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201
21 Feb 2018 7:00 AM • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201

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Please note: Starting in May of 2017, the East Valley Estate Planning Council is affiliated formally with the National Association of Estate Planners and Councils, and can fulfill the AEP(R) requirement of belonging to an NAEPC local council.

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