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  Full Membership 1/2 season discount option opens Dec 15th, 2011 through April 30, 2012.
More than $750 in value for a $325 member fee!
Call 602-840-2900 for the 1/2 season discount code.

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February 6th Half Day Program and Ice Cream Social: 

Estate Planning Toolbox:A Practical Guide for Advisors

Dennis I. Belcher and William I. Sanderson

McGuire Woods, LLP

Join us on February 6, 2012 for a four hour presentation on The Estate Planning Toolbox:  A Practical Guide for Advisors.

Come early, enjoy lunch with fellow planning professionals followed by this professionally delivered presentation.   This day of learning has the added treat of our traditional Ice Cream Social at the mid-point.


Four hours of continuing education credits, including pre-approved credits for CLUs and CFPs.

Guests are always welcome.  The guest fee for this event is $110. 
Registration is open now
 
 Many Thanks to our Event Sponsors:

 
   

Message from the President

December, 2011

Goodness gracious sakes alive!  Our 2011-2012 season is half way over.  Who did not love hearing Marshall Trimble at our Holiday Party?  Over and over again, members said, “Well done.”  Ron Larson, thank you so much for inviting Marshall.  Hooray for Emily Burns, our holiday hostess with the most cutting edge antlers.  Let’s hear it for Santa Jerry Calley…with a most unusual pot belly (shelf protrusion beginning at his neck), and for Barry McBride, the best sponsoring Santa ever.  

Ho Ho Ho! 

In the coming months, what’s in store for us?  A blockbuster line up, that’s what!  On January 9th, Bernie Krooks will enlighten us on the use of long term care insurance in estate planning. Dennis Belcher, a Heckerling headliner, and his colleague Bill Sanderson, will be here on February 6th for our very own CAEPC Ice Cream Social.  Their presentation is hot off the press.  I don’t know what will be tastier, our hot fudge sundaes or their savory presentation?  You be the judge.

Mary B

   Mary Budzien, CFP,
   2011/12 President

Upcoming events

01 Oct 2011 • Phoenix Country Club
13 Jan 2012 • www.caepc.org
13 Jan 2012 • Via our CAEPC website on line payment page
06 Feb 2012 9:30 AM • Phoenix Country Club
06 Feb 2012 11:30 AM • Phoenix Country Club MEMBERS-please log into website FIRST to register for event
05 Mar 2012 3:00 PM • Phoenix Country Club

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 Please note: the Central Arizona Estate Planning Council is an affiliate of the National Association of Estate Planners and Councils.
 Website Original Content and Information: Copyright 2011/2012 Central Arizona Estate Planning Council