East Valley 
Estate Planning Council

Membership News


Let us know what you think!  Tax updates, comments on presentations, ideas for future speakers, words of wisdom and great resources to share...post them here!
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  • 11 Jan 2017 4:25 PM | Anonymous
    Join us in wishing a very Happy Birthday for the month of January to:

    Ronald Adams

    How, you may ask yourself, do we know this? Completed information in the membership profiles.  Completing all fields in your profile could get you birthday recognition, and possible other little perks..........We don't need the year you were born, just the month.
  • 10 Jan 2017 10:47 AM | Anonymous
     

     

    EVEPC Cordially Invites

    Half Season New Members!

     

    Attention Current EVEPC Members and Contacts!

    Do you know other East Valley estate planners who would benefit from knowing about EVEPC?

    If so, simply forward them this e-mail invitation, in time to attend the next program,
    January 18, 2017.

    The Time is Perfect to




    Our half season includes meetings in Jan., Feb., Mar, and May. 
    We break over the summer. 
     

    New this season, a bonus event in April.  EVEPC membership will provide a reduced registration fee.

    The remaining programs this season feature the topics last season's membership requested.

    View Details on this Season's Programs

    Review Past Seasons' Programs

    Know someone who should be a member?

    Forward this e-mail!

    For a half season membership fee of $125, receive 4 full breakfasts, 4 hours of continuing education*, and 4 opportunities to meet fellow East Valley professionals and expand your network/expand your practice.   


    Join our Linked In Group!

     

    * 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.

     



     

    Copyright © 2016 East Valley Estate Planning Council. All rights reserved.
    Contact email: evepc@PremiumOrganization.com


  • 05 Dec 2016 4:38 PM | Anonymous
    Join us in wishing a very Happy Birthday for the month of December to:
    Kelli Stiles, JD, CPA


    Annette Lawson

    Jae Christensen, CFP(R), CTFA, EA


    How, you may ask yourself, do we know this? Completed information in the membership profiles.  Completing all fields in your profile could get you birthday recognition, and possible other little perks..........We don't need the year you were born, just the month.

  • 02 Nov 2016 3:50 PM | Anonymous
    Join us in wishing a very Happy Birthday for the month of November to:


    Bert Moll

    Michael Bogle

    How, you may ask yourself, do we know this? Completed information in the membership profiles.  Completing all fields in your profile could get you birthday recognition, and possible other little perks..........We don't need the year you were born, just the month.


  • 06 Oct 2016 3:04 PM | Anonymous
    Join us in wishing a very Happy Birthday for the month of October to:

    Christopher Graham

    Pamela Wheeler

    James Schmidt

    How, you may ask yourself, do we know this? Completed information in the membership profiles.  Completing all fields in your profile could get you birthday recognition, and possible other little perks..........We don't need the year you were born, just the month.

  • 22 Sep 2016 4:00 PM | Anonymous

     

     8/5 8/23
    9/6
     9/22   Goal

     Renewed

    47
    47
    51
    58
     

     New

    6  8  9 12
     

     Total

    53 55
    60
    70
     75

    Potential Renewals due

    37  37 33
    26
     
  • 19 Sep 2016 3:36 PM | Anonymous
     

    Good Day, Members:  In preparation for our upcoming educational event, here's your notice that the handout is already posted to the member page of the website.  

    Referencing the handout early, or during the meeting via your preferred electronic device, provides all kinds of benefits and value to you.

    1)  Early access means those of our members attending primarily for the educational content can read/download the handout in advance, and come prepared with their questions and ready to make the most of the professional expertise available to them that evening.

    2)  Electronic access means you can keep a version of the handouts in your professional CE file, for easy future access when you file or defend your professional education reporting.

    3) A consistent and growing number of members who prefer to access the handouts via electronic means results over time in a significant reduction in the number of printed handouts we need to order.  This clearly reduces paper and printings costs.  Those savings come back to our members by providing as many benefits as possible at the lowest possible membership dues.

    4) We contribute in a small way to a healthier planet, via a reduction in our use of resources, and possibly less waste in our landfills.


  • 23 Aug 2016 10:17 AM | Anonymous


     

     8/5 8/23
    9/6
      Goal

     Renewed

    47
    47
    51
     

     New

    6  8  9  

     Total

    53 55
    60
     75

    Potential Renewals due

    37  37 33
     
  • 05 Aug 2016 2:26 PM | Anonymous

     

     8/5   Goal

     Renewed

    47
     

     New

    6  

     Total

    53  75

    Potential Renewals due

    37  
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Website Member Log In FAQ  l  Membership Renewal FAQ  l   Member Meeting Registration FAQ
Website Original Content and Information: Copyright 2011/2012/13/14/15 East Valley Estate Planning 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.

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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