East Valley 
Estate Planning Council

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

updated: July 8, 2016

2016/17 President

Jason Ray
Braun Siler Kruzel PC


Carina Burtell
Edward Jones


Kelly White
Schmidt Westergard

Past President(s)

Todd Smith, JD
Quarles & Brady

Board Members At Large

Robert Harbeke
Wells Fargo Advisors Financial Network, LLC

Shanna Mayberry,
Mutual of Omaha Bank

Dennis Hare
Lohman Company PLLC

Robert Sewell
Davis Miles McGuire Gardner, PLLC

Meeting Dates:

Typically the third Wednesday of the month, September through May

December-no meeting

April - Bonus meeting:  EVEPC will partner with FPA of Greater Phoenix the fourth Wednesday of the monthfor a joint continuing education event in April 2017.  EVEPC membership provides a reduced registration fee to this bonus event.

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:

2016/17 Annual Dues: $250
(includes breakfast cost for all meetings)

2016/17 Guest Fee:
1st time guests:$25
Standard Fee: $45 per meeting

2016/17 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!
Bonus meeting:  New this season, EVEPC will partner with FPA of Greater Phoenix for a joint continuing education event in April 2017.  EVEPC membership provides a reduced registration fee to this bonus event.

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


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.

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

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 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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