East Valley 
Estate Planning Council

Our Board of Directors, our Meeting Structure, and Membership Benefits

updated: May 30, 2017

2017/18 Board of Directors

President

Kelly White
Schmidt Westergard

Secretary

Shanna Mayberry,
Mutual of Omaha Bank

Treasurer


Robert Sewell
Davis Miles McGuire Gardner, PLLC

Past President(s)

Jason Ray
Braun Siler Kruzel PC


Board Members At Large

Carina Burtell
Edward Jones

Dennis Hare
Lohman Company PLLC

Scott Hancock
Snell & Wilmer

Todd Smith
Quarles & Brady

Meeting Dates:

Typically the third Wednesday of the month, September through May

Exceptions:
December-no meeting

April - Possible Bonus meeting-Stay tuned for details


Meeting Times:

Breakfast/Registration     7:00A
Program                 7:30-8:30A

Meeting Location:

Mesa Country Club:
640 West Fairway Drive
Mesa, Arizona
(480) 964-1797

Membership and General Meeting Costs:

2017/18 Annual Dues: $250
(includes breakfast cost for all meetings)

2017/18 Guest Fee:
1st time guests:$25
Standard Fee: $45 per meeting

2017/18 Full Season Value of Membership:

Your investment of $250  and one hour a month provides more than $420 in benefit:

  • 7 Hot Mesa Country Club Breakfast Buffets:  $245
  • 7 Hours of Peer Planned Professional CE credit*:  $175
  • Reference Tools:  Online Member Directory, Historical Meeting Archives:  Access!
  • Visibility and Connections:  EVEPC LinkedIn Group, and Web Discussion Forum:  Impact!
  • Business Development:  East Valley Based Networking and Relationship Building:  Resources!

Guests are welcome at EVEPC.  First Time guests pay $25 to experience a meeting.  Standard guest fee is $45.

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Benefits of membership:

Continuing Education
Full year membership offers 7 hours of CLE or CPE for most professions.  EVEPC does not pre-submit for CFP or Arizona Life Insurance licensees.

Sign in logs, speaker handouts and outlines, and certificates of attendance are provided for each meeting.

Networking
Meet new estate planning professionals in the East Valley, and develop relationships for sharing questions and knowledge, potential business referrals, and camaraderie.

Breakfast
Full American-style breakfast and comfortable meeting room at Mesa Country Club

Leadership Opportunities
Available for interested members who would like to serve on the Board, present a topic at a meeting, or  get involved in this estate planning community.  Just call one of the board members listed here (find their contact information in the on line member directory!)

Members Only Website Section
Access to member directory and contact information, member discussion forum, Presentation Archive and more!

Join the Contacts List
Receive notifications on news updates, programs, and opportunities.  Sign me up!

Association management services provided by:
Premium Organization: PO Box 4130, Scottsdale AZ 85261  602-840-2900 

Website Member Log In FAQ  l  Membership Renewal FAQ  l   Member Meeting Registration FAQ
Website Original Content and Information: Copyright 2011/2012/13/14/15/16/17 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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