East Valley 
Estate Planning Council

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

updated: Jun 13, 2018

2018/19 Board of Directors

President

Robert Sewell
Davis Miles McGuire Gardner, PLLC

Secretary

Shanna Mayberry
Mutual of Omaha Bank

Treasurer

Dennis Hare
Lohman Company PLLC

Past President(s)

Kelly White
Schmidt Westergard

Board Members At Large

Carina Burtell
Edward Jones

Brooks Crandell
First International Bank & Trust

Kristie Leshinskie
Arizona Community Foundation

Jason Ray
Braun Siler Kruzel PC

Otto Shill
Jennings Strauss

Todd Smith
Quarles & Brady

Meeting Dates:

Typically the third Wednesday of the month, September through May

Exceptions:
December-no meeting

April - Collaborative Event -  Bonus meeting with the FPA of Greater Phoenix

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:

2018/19 Annual Dues: $265
(includes breakfast cost for all meetings except BONUS events)

2018/19 Guest Fee: $45 per meeting

2018/19 Full Season Value:

Your investment of $265 and one hour a month provides more than $440 in value:

  • 7 Hot Mesa Country Club Breakfast Buffets:  $265
  • 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 always welcomed at EVEPC

Membership Benefits:

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 

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Website Original Content and Information: Copyright 2011/2012/13/14/15/16/17/18 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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