East Valley 
Estate Planning Council

Events


Please note the following policies regarding registration.

  • Substitution Policy

    Membership in EVEPC Inc. (dba East Valley Estate Planning Council) provides the ability to send an associate to the regular monthly meetings in place of a member, under the member registration, at any time a member cannot attend.  Substitutions are made at the members’ discretion, and must be authorized by the member and EVEPC.  EVEPC will allow a substitution if requested at least four business days before the meeting.  Only one substitute per member, per year.  Requests for substitutions can be sent to East Valley Estate Planning Council.


  • Guest Fee Refund Policy:  No Refunds

    EVEPC Inc. (dba East Valley Estate Planning Council) uses the number of confirmed registrations for determining the number of attendees and meals needed for each meeting.  For this reason, the Council has adopted a no refund policy.  The Council will issue no refunds for any guest fees.  If a guest makes a reservation and then is unable to attend a meeting, the guest fee will still be due and payable.

Upcoming events

    • 20 Sep 2017
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201

    "Where Domestic Relations Meets Estate Planning:  Intersections and Opportunities"
     

     
      Christi McMurdie,
      Attorney, Mediator,  
      Professional Coach
      McMurdie Law



    Program Description:  To Follow


     Greet and Thank our Meetings Sponsor!

    "Your logo and link could be here"


    Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
     

    Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.

     
    Additional meeting information:

    Thank you for registering for this meeting!

    We look forward to seeing you there. Watch for your event reminder two days beforehand...

    Be sure to sign in for continuing education records.

    Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending at the door? Additional information......


    • 18 Oct 2017
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201

    "Things Ain't What They Used To Be...New Laws, New Paradigms For Estate Planning"
      
     
     
      
      Mark Moritz, of Counsel
       CLU, ChFC, CFP(R)

      Blake & Pulsifer



    Program Description:  To Follow


     Greet and Thank our Meetings Sponsor!

    "Your logo and link could be here"


    Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
     

    Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.

     
    Additional meeting information:

    Thank you for registering for this meeting!

    We look forward to seeing you there. Watch for your event reminder two days beforehand...

    Be sure to sign in for continuing education records.

    Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending at the door? Additional information......


    • 15 Nov 2017
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201

    "War Stories: 
    When Estate Planning Goes Wrong"


    Panel Discussion
    Moderator: 
      

      Robert Sewell
      Attorney

      Davis Miles McGuire
       Gardner


    Panelists:  Jim Fassold, Mark Anderson,  TBD


    Program Description:  To Follow


     Greet and Thank our Meetings Sponsor!

    "Your logo and link could be here"


    Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
     

    Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.

     
    Additional meeting information:

    Thank you for registering for this meeting!

    We look forward to seeing you there. Watch for your event reminder two days beforehand...

    Be sure to sign in for continuing education records.

    Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending at the door? Additional information......


    • 17 Jan 2018
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201

    "Does the Last Word Stand? 
    Modifying Trusts to Preserve Grantor Intent"

      
     
     

      Christopher Siegle 
      Executive Director
     

      J.P. Morgan Private Bank


    Program Description:  To Follow

     Greet and Thank our Meetings Sponsor!



    Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
     

    Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.

     
    Additional meeting information:

    Thank you for registering for this meeting!

    We look forward to seeing you there. Watch for your event reminder two days beforehand...

    Be sure to sign in for continuing education records.

    Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending at the door? Additional information......


    • 21 Feb 2018
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201

    "Dementia and How to Avoid Claims of Exploitation, Undue Influence and lack of Testamentary Capacity"
      
    Presenter:  Dr. Lauri Yablick, Ph.D., MSCP
                         Psychologist
     
    Program Description:  To Follow

     Greet and Thank our Meetings Sponsor!

    "Your logo and link could be here!"


    Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
     

    Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.

     
    Additional meeting information:

    Thank you for registering for this meeting!

    We look forward to seeing you there. Watch for your event reminder two days beforehand...

    Be sure to sign in for continuing education records.

    Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending at the door? Additional information......


    • 21 Mar 2018
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201

    "The Ins and Outs of Captive Insurance"
      
     
    Ethan Allen
      Vice President - North America
      Artex Risks Solutions
    , Inc.


      Program Description:  To Follow

     Greet and Thank our Meetings Sponsor!

    "Your Logo and Link Could be Here!"


    Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
     

    Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.

     
    Additional meeting information:

    Thank you for registering for this meeting!

    We look forward to seeing you there. Watch for your event reminder two days beforehand...

    Be sure to sign in for continuing education records.

    Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending at the door? Additional information......


    • 18 Apr 2018
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201

    "Ethics"
      
     
    Dr. Marianne Moody Jennings
      Professor


      Program Description:  To Follow

     Greet and Thank our Meetings Sponsor!

    "Your Logo and Link Could be Here!"


    Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
     

    Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.

     
    Additional meeting information:

    Thank you for registering for this meeting!

    We look forward to seeing you there. Watch for your event reminder two days beforehand...

    Be sure to sign in for continuing education records.

    Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending at the door? Additional information......


    • 16 May 2018
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201

    "Working Successfully with Tangible Personal Property and Collectibles in an Estate"
     
     
     
    Josh Levine
      CEO & Certified Auctioneer
     
    J. Levine Auction & Appraisal
      LLC

     
     
    Program Description:  To Follow

     Greet and Thank our Meetings Sponsor!

    "Your Logo and Link Could be Here!"


    Be sure to arrive prior to 7:15am to enjoy a great breakfast and take advantage of the networking opportunities.
     

    Many Thanks for your RSVP on/before Noon, the Friday prior to the meeting.

     
    Additional meeting information:

    Thank you for registering for this meeting!

    We look forward to seeing you there. Watch for your event reminder two days beforehand...

    Be sure to sign in for continuing education records.

    Last minute cancellations: If you find you cannot attend, an e-mail to EVEPC@PremiumOrganization.com gives us an idea of how many extra seats we may have for those arriving "at the door".

    Attending at the door? Additional information......




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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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