Thank You To Everyone Who Attended
and Supported this Year's
Annual Estate Planners' Invitational
and Annual Banquet!


U.S. Trust,
Bank of America,
Private Wealth Management

Estate Planners' Invitational

And Spring Fling
Banquet




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Upcoming Deadlines and Events

06 Aug 2014 7:30 AM • Phoenix Country Club: Board Room
06 Oct 2014 5:00 PM • Phoenix Country Club
03 Nov 2014 5:00 PM • Phoenix Country Club
05 Nov 2014 • The Marriott Rivercenter, San Antonio, TX
01 Dec 2014 5:00 PM • Phoenix Country Club
05 Jan 2015 5:00 PM • Phoenix Country Club
02 Feb 2015 11:00 AM • Phoenix Country Club
02 Mar 2015 5:00 PM • Phoenix Country Club

CAEPC 2013/2014 President's Spring Message for Members

More CAEPC history. . .

Younger members of our group may be surprised to hear that our members literally ‘rocked’ at the Christmas event in 1998, including, yes, dancing, and members arriving in costume.  Jim Ryan’s band, the ‘Mid-Life Crisis Band’, played music from the 60s, and members were encouraged to dress as they did (or as they thought their ‘elders’ did) in the 60s.  We had a wonderful flower child (Jeanette Wright) and Sonny and Cher made an appearance. I have pictures to prove all this – ask me to show them to you!

There was an event in the 90s that remains memorable – a no-show by a speaker. (This is every president’s worst fear during their term of office.) Members ate dinner and then all went home early except for those who accepted Harris Bank’s generous agreement to pick up the tab for drinks for those wanting to stay.

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