Past Events

March 4, 2019 Insurance Pitfalls in Estate Planning
March 1, 2019 EPG Study Group
February 21, 2019 EPG Study Group: Planning for the Future: Building Flexibility Into Estate Plans
February 17, 2019 Canceled - Putting Markets in Perspective
February 4, 2019 Ice Cream Social! Federal Tax Update and The Estate Planner's Guide to Closely Held Business Planning
January 24, 2019 AEP Event: Insights to Retirement Planning – Retirement Round-up
January 17, 2019 EPG Happy Hour
January 7, 2019 U.S. Economic Growth: Past, Trump, and the Near Future
December 3, 2018 Holiday Party at the Phoenix Zoo!
November 15, 2018 EPG Study Group - Optimizing Your Balance Sheet
November 5, 2018 THE UNIFORM VOIDABLE TRANSACTIONS ACT: GOOD FOR THE CREDITOR’S BAR, BUT BAD FOR THE ESTATE PLANNING BAR?
October 18, 2018 EPG Happy Hour
October 1, 2018 Home Employer Payroll, Tax and Liability
September 20, 2018 EPG Study Group: The Most Important but Overlooked Element of Life Insurance Acquisition
August 16, 2018 EPG Happy Hour
May 17, 2018 EPG Happy Hour Diecisiete de mayo End of Year Party.
May 7, 2018 How Slippage and Gray Areas Lead Us Into Ethical Lapses
April 25, 2018 TOP GOLF
April 19, 2018 EPG Attorney Study Group
March 5, 2018 What Dead Celebrities Can Teach Us About Estate Planning
February 21, 2018 Tax Reform for Affluent Investors
February 15, 2018 EPG Accountant Study Group
February 5, 2018 2018 Tax Reform, Charitable Giving and Estate Planning Updates – Everything You Need To Know
January 18, 2018 Happy New Year Happy Hour
January 8, 2018 Time to Get Active - 2018 Economic Update
December 4, 2017 Holiday Party and CE: A Primer on Tax, Estate Planning and other Issues Relevant to Art Collection and Their Advisers
November 16, 2017 EPG Insurance Study Group
November 6, 2017 Charitable Gifts of Business Assets & Interests…and What Happens When Charitable Gifts Go Awry
October 19, 2017 EPG Happy Hour
October 2, 2017 Tax Planning for Canadians
September 14, 2017 EPG Study Group Financial Planners
August 24, 2017 EPG Happy Hour
May 17, 2017 SAVE THE DATE – May 17th 2017
May 1, 2017 Planning for Social Security Benefits and Medicare Coverage for the Baby Boom Generation and Beyond
April 27, 2017 CAEPC TopGolf Event
April 5, 2017 Winning in the Retirement Market
March 6, 2017 Good Intentions Can Often Lead to Unintended Consequences: Private Foundations and Other Charitable Endeavor
February 6, 2017 Sweater Vest and Ice Cream Social
January 9, 2017 2017 College Football National Championship Viewing Party
December 5, 2016 ...............CAEPC Board Meeting
December 5, 2016 Digital and Difficult Assets: New Arizona Law and Practical Solutions
November 17, 2016 Special Event - CAEPC Event at NAEPC Conference
November 7, 2016 Passing on Your Legacy to Future Generations A Charitable CLE Event Presented By Phoenix Children’s Ambassadors & Central Arizona Estate Planning Council
October 20, 2016 Public Outreach: Why Do I Need an Estate Plan?
October 3, 2016 The Wonderful World of Divorce: What Estate Planning Professionals Need to Know
October 3, 2016 ...............CAEPC Board Meeting
September 21, 2016 EPG Event - Estate Planning in Indian Country
August 16, 2016 Planning for Family and Planning for Charity, and Perceived Conflicts
May 19, 2016 Public Outreach: Financial Planning for Special Needs Clients
May 12, 2016 Emerging Professionals Group Event - Happy Hour
May 2, 2016 ...............CAEPC Board Meeting
May 2, 2016 Post Mortem Planning-It’s Not Too Late to Plan: A Review of Income, Gift and Estate Tax Planning Issues and Strategies
April 29, 2016 CAEPC Annual Spring Event - TopGolf
March 23, 2016 EPG - Motivational Business and Life
March 16, 2016 Public Outreach: A Holistic Approach to Financial Planning with Investments, Taxes and Insurance
March 7, 2016 ...............CAEPC Board Meeting
March 7, 2016 What Every Estate Planner Should Know: The Asset Protection Consequences of Common Estate Planning Techniques
February 19, 2016 Trivia Night
February 1, 2016 ...............CAEPC Board Meeting
February 1, 2016 Estate Planner's Update with Jeffrey Pennell
January 4, 2016 ....................CAEPC Board Meeting
January 4, 2016 One Look Back; Two Looks Forward with Thomas J. Connelly
December 7, 2015 Holiday Party at Scottsdale's Museum of the West
December 3, 2015 Public Outreach - Planned Giving
November 18, 2015 Emerging Professionals Group Event - Education
November 2, 2015 Crossborder Tax Issues: The Things Every Planner Should Know with Christopher J. Byrne
October 22, 2015 Public Outreach
October 15, 2015 Professional Networking and Light Fare
October 5, 2015 Trust Owned Life Insurance: Fulfilling Fiduciary Duties with Barry Flagg
May 14, 2015 CAEPC Emerging Professionals' Group Event
May 11, 2015 CAEPC: Being a Philanthropist; Donor Advised, Private Foundation or ?
May 11, 2015 ....................CAEPC Board Meeting
April 20, 2015 ..........CAEPC Board Meeting
April 20, 2015 Johnson Bank Estate Planners' Invitational
April 20, 2015 CAEPC: Spring Banquet
April 8, 2015 CAEPC EPG and AEP Educational Networking Event
March 12, 2015 CAEPC Emerging Professionals' Group Event
March 2, 2015 CAEPC: Act II: Estate Planning for the Second Marriage
March 2, 2015 ....................CAEPC Board Meeting
February 11, 2015 CAEPC Emerging Professionals' Group Event Announcement and RSVP Request
February 2, 2015 CAEPC: Family Investment Partnerships / Current Issues Involving FLPs, LLCs, and Other Closely Held Entities
January 30, 2015 ....................CAEPC Board Retreat & Board Meeting
January 5, 2015 CAEPC: Markets, The Economy, and Estate Planning
January 5, 2015 ....................CAEPC Board Meeting
December 1, 2014 CAEPC: Holiday Event
November 12, 2014 The Emerging Professionals' Group of the Central Arizona Estate Planning Council Event
November 3, 2014 CAEPC: The Hybrid Domestic Asset Protection Trust
November 3, 2014 ....................CAEPC Board Meeting
October 6, 2014 CAEPC: The Future of Estate Planning
October 6, 2014 ....................CAEPC Board Meeting
October 1, 2014 Emerging Professionals' Group of Central Arizona Estate Planning Council Event
August 6, 2014 ....................CAEPC Joint Board Meeting
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