East Valley 
Estate Planning Council

Thank you to our 2016/2017 Program Sponsors!

2016 Sept
Stacey L. Johnson
"Selected Topics in Elder Care and Elder Law"


2016 Oct
Brian Wruk
"International Financial Planning - Canada"
 
2016 Nov
Michael Patterson, J.D.
"Dealing with Mexican Assets in an Estate Planning Portfolio"

2017 Jan
David Walser, CPA, PFS
"Using Charitable Lead and Charitable Remainder Trusts for Your Wealthy Clients"


2017 Feb

Jim Dew, CPWA(R), CFP(R), ChFC(R), CPWA(R), CDFA
"Social Security/Retirement Planning"

 
2017 Mar
Richard James
"Discover the Acres of Diamonds in Your Firm"

Bonus Event: Joint CE Event with FPA of Greater Phoenix -2017 April
Jay Adkisson
"Asset Protection relevant to the Estate Planning Conversation and Documentation"



 2017 May
Blain Aiken, CFA, CFP, AIFA,
"DOL Fiduciary Rule and Standard"
 




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Neither the East Valley Estate Planning Council (EVEPC) nor its sponsors make any warranties, either express or implied, concerning the accuracy, completeness, reliability, or suitability of any information or materials provided by presenters at its functions or posted for member reference to this website.  Nor does EVEPC or its sponsors warrant that the use of this information or materials is free of any claims of copyright infringement.  Any opinions expressed are solely those of the presenters and are not necessarily those of EVEPC.

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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