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

    • 17 May 2017
    • 7:00 AM - 8:30 AM
    • Mesa Country Club, 660 W. Fairway Drive • Mesa, AZ 85201

    Speaker:

         Blain Aiken, CFA, CFP(R),
         AIFA(R)
         CEO, Fi360       
         Chair Elect CFP(R) Board of
          Directors
       
     

    Topic:
    "DOL Conflict Rule - Rollovers,
               Carve-Outs, and BICE - Oh My!"

    Program Description: 

    The DOL Conflict of Interest Rule is arguably the most transformative regulatory change for retirement investors and advisers since ERISA became law over 4 decades ago. The first compliance deadline took effect on April 10, 2017 and the final one will hit at the end of the year. This presentation will explore how the market is adapting to the new rule and will focus upon the most impactful dimensions of the Rule: IRA roll-overs, the two most significant carve-outs from the fiduciary definition, and the all-important Best Interest Contract Exemption.

     

    Greet and Thank our

    Meeting 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......

    • 17 May 2017
    • 8:30 AM - 9:30 AM
    • Mesa Country Club: Immediately Following Member Meeting
    Board meeting immediately following monthly meeting at the Mesa Country Club
    • 20 Sep 2017
    • 7:00 AM - 8:30 AM
    • Mesa Country Club: 660 W Fairway Dr, Mesa, AZ 85201

    The Monthly Meeting Committee is hard at work creating a valuable speaker line-up. 

    Details will be periodically posted, so please check back soon!

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

    The Monthly Meeting Committee is hard at work creating a valuable speaker line-up. 

    Details will be periodically posted, so please check back soon!

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

    The Monthly Meeting Committee is hard at work creating a valuable speaker line-up. 

    Details will be periodically posted, so please check back soon!

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

    The Monthly Meeting Committee is hard at work creating a valuable speaker line-up. 

    Details will be periodically posted, so please check back soon!

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

    The Monthly Meeting Committee is hard at work creating a valuable speaker line-up. 

    Details will be periodically posted, so please check back soon!

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

    The Monthly Meeting Committee is hard at work creating a valuable speaker line-up. 

    Details will be periodically posted, so please check back soon!

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

    The Monthly Meeting Committee is hard at work creating a valuable speaker line-up. 

    Details will be periodically posted, so please check back soon!



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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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