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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!
  • 27 Dec 2013 11:47 AM | Anonymous

    The East Valley Estate Planners half season membership begins in January.

    The remaining programs this season feature the topics last season's membership requested, including:

    Elder Law and Planning for Incapacity

    Portability

    Digital Assets

    Community Property

    For a half season membership fee of $125, receive 4 full breakfasts, 4 hours of continuing education*, and 5 opportunities to meet fellow East Valley professionals and expand your network/expand your practice.   

    Our monthly on-line meeting surveys indicate that greater than 50% of attendees are meeting someone new, or catching up with someone they wanted to see, at every monthly meeting.  We took a look back at the last three years' of meetings, and the membership programming and value has been solid and well received.
    View the presentations summary historical reflecting solid presenters,
    topics and some of the feedback from attendees.

    * 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.
  • 02 Dec 2013 9:27 AM | Anonymous

    Join us in wishing Stephen Barber and Jae Christensen a very Happy Birthday in the month of December!

    How did we know it was their birthday?  They filled in their birth date within their membership profile.

    Be sure your birth date is filled in so we can wish you a very happy birthday too!

                                                                                         

     

  • 19 Nov 2013 10:00 AM | 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.

  • 05 Nov 2013 2:33 PM | Anonymous

    Join us in wishing David Siddall and Michael Bogle a very Happy Birthday in the month of November!

    How did we know it was their birthday?  They filled in their birth date within their membership profile.

    Be sure your birth date is filled in so we can wish you a very happy birthday too!

                                                                                         

  • 01 Nov 2013 2:21 PM | Anonymous

     

     6/17

     7/15

     8/12

     9/9

    11/1

     Goal

     Renewed

    36

    43

     48

     52

     53

     

     New

     3

    3

     6

     14

     19

     

     Total

     39

    46

     54

    66

     72

     78

     Possible Renewals

     28


    21


     16

     12

     6


     

  • 24 Oct 2013 10:28 AM | Anonymous

    This week we're celebrating the 5th annual National Estate Planning Awareness Week and encouraging everyone to spread the word on the local level.

    Read more...
  • 02 Oct 2013 11:12 AM | Anonymous

    Join us in wishing David Carroll, Brenda Rubinstein and Christopher Graham a very Happy Birthday in the month of October!

    How did we know it was their birthday?  They filled in their
    birth date within their membership profile.

    Be sure your birth date is filled in so we can wish you a very happy birthday too!

  • 27 Sep 2013 3:56 PM | Anonymous

     

     6/17

     7/15

     8/12

     9/9

    9/27

     Goal

     Renewed

    36

    43

     48

     52

     53

     

     New

     3

    3

     6

     14

     19

     

     Total

     39

    46

     54

    66

     72

     78

     Possible Renewals

     28

    21

     16

     12

     6

     

  • 14 Aug 2013 2:49 PM | Anonymous
       6/17  7/15  8/12  9/9 9/17
     Goal
     Renewed 36
    43
     48  52  52
     
     New  3 3
     6  14  17  
     Total  39 46
     54 66
     69  78
                 
     Possible Renewals
     28 21
     16  12  8  
  • 14 Aug 2013 11:39 AM | Anonymous
    "The Fine Art of Fine Art Appraising"
    Allison D. Gee, M.A, A.S.A

    Art is now recognized as an asset class and often plays a significant role in multi-generational wealth transfer, estate planning and charitable contributions.

    Visit the PGRTAZ website event posting for further information and to register for the program.

East Valley Estate Planning Council

www.evepc.wildapricot.org

evepc@premiumorganization.com

602-840-2900 X1

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