Meetings & Events

CAEPC Member Meetings

Meetings are generally held on the first Monday of every month at the Phoenix Country Club, from October through May, with the exception of the Spring Golf and Banquet event held in April.  Please view the Event Calendar tab for meeting details. While regular educational meetings are not typically scheduled from June through Septemper, social events and adhoc educational meetings may occur.

Meeting Format

 Networking & Cocktails::      5:00 pm

 Dinner Served:                        5:50 pm

 Presentation Begins:               6:30 pm

 Meeting Adjourns:                  7:30 pm

       

All CAEPC educational events are intended to qualify for continuing education for all member disciplines, including special pre-approval for credit for CFP and CLU members and guests. 

Guidelines followed for quantifying professional educational programming, include:

  • Sign in and Sign out sheets
  • Certificates as required
  • At least 50 minute learning presentations
  • Topics relevant to the practice
  • Recognized & credible speakers
  • Electronic outlines and materials
  • Records of above retained in archives

Click here for more on continuing education.

Emerging Professionals' Group

The Emerging Professionals' Group (EPG) of the Central Arizona Estate Planning Council (CAEPC) focuses on social and educational events for individuals new to the estate planning profession, and acclimating such individuals into the CAEPC.  EPG events are held throughout the year in the Phoenix metropolitan area, and have included happy hour socials, activities, and educational meetings.

Click here to read more about the EPG.          Special Events

 

Holiday Social

December's event is a holiday social and celebration, open to all members and one guest per member. It has proven to be a great way to wind down the year amongst friends and business associates. Access event details through the Event Calendar tab.

Half Day Program & Ice Cream Social

February's meeting moves from an evening dinner format to a half-day learning event starting with lunch, and taking a break for the popular Ice Cream Social. Up to 4 hours of continuing education; the event begins at 10:00 a.m. and concludes at 2:45 p.m. Access event details through the Event Calendar tab.

Spring Event

April's spring event is always held after the tax filing deadline out of respect for our Associate Members who are engaged in the tax preparation and filing profession.Typically the spring event is held the third week of April. Access event details through the Event Calendar tab. Stay tuned for details.

Spring Banquet

The traditional Associate Members' Spring Fling Banquet, is coupled with the spring event. The banquet is open to all associate members. Access event details through the Event Calendar tab. Stay tuned for details.

 

Meetings Held at:

Phoenix Country Club

2901 North 7th Street, Phoenix, AZ 85014    (Corner of 7th Street & Thomas Rd.)

602-263-5208