East Valley 
Estate Planning Council

Member Application

New membership applications are reviewed by the board before becoming final.  Membership is open to estate planners from many disciplines related to the estate and tax planning field.

Please note:  EVEPC membership dues do not include the April 2017 bonus event.  However, EVEPC membership provides for a reduced event registration fee.

EVEPC Cordially Invites Half Season New Members (Feb. 2017-May 2017)

For a half season membership fee of $125, receive 3 full breakfasts, 3 hours of continuing education*, and 3 opportunities to meet fellow East Valley professionals and expand your network/expand your practice.   

* EVEPC does not pre-certify events for specific professions.  We follow standard best practices and protocols common to many disciplines, and maintain sign in sheets and outlines on file for several years, for members' reference as needed when applying for CE.

Membership Dues Refund Policy:

EVEPC Inc. (dba East Valley Estate Planning Council) uses the number of confirmed members to pay for its fixed costs.  As a result, a full refund will be granted if the request is made ten (10) days prior to the first meeting of the season.  No refunds will be granted if the request is received after the first meeting of the season.

Membership Dues Remittance Policy:

Membership dues are payable within 30 days of approval of a membership application. If Member dues remain outstanding in excess of 30 days from time of an approved membership application, the member will be subject to suspension of membership from EVEPC. Any meeting attendance without a remittance of membership dues will be subject to guest fees as applicable.

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Website Original Content and Information: Copyright 2011/2012/13/14/15/16/17 East Valley Estate Planning Council

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.

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.

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