Date and Location
Cost and Reservations
Meeting Calendar
Date and Location
Meetings are typically held the first Monday of
each month at the Orange Tree Golf
Resort,
10601 N. 56th Street,
Scottsdale, AZ 85254,
Telephone: 480.443.2136. The exceptions
to this schedule will be:
Click
here for
the meeting calendar.
Meetings are networking
and educational meetings. The typical meeting agenda is:
5:00 pm Cocktails
5:45 pm Dinner
6:30 pm Program Commences
7:30 pm Adjourn
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Cost and Reservations
Cost is free to CAEPC members. Guests are
welcome although there is typically a guest charge of $75.
CAEPC accepts checks and visa or master card. Payment
must be received with reservation in order to ensure a dinner
seat is available. DO NOT send credit card numbers via email. If
you are paying a guest fee via credit card, FAX is recommended.
Make your reservations via email at info@caepc.org or
by FAX 480-922-5283 no later than 12:00 PM (Noon) on the Thursday
before the meeting. This is the latest that we can submit
our attendance list. Those who make their reservations after
the cutoff time cannot be guaranteed a seat for dinner.
When making a reservation, please include the following
information:
-
Your name
-
Telephone number
-
Your Firm Name
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Meeting Dates and
menu
Oct
6, 2008
5:00-7:30 pm |
Speaker: |
Robert L Perez |
|
| Topic: |
Estate Planning Update |
| Sponsor: |
|
Nov
12-14, 2008
|
Speaker: |
NAEPC Conference |
|
| Topic: |
|
| Sponsor: |
|
Dec
1, 2008
5:00-7:30 pm |
Topic: |
Holiday Party |
|
| Sponsor: |
|
Jan
5, 2009
5:00-7:30 pm
first Monday
|
Speaker: |
Rick Gardner |
|
| Topic: |
Life Settlements |
| Sponsor: |
|
| Feb
2, 2009 |
Speaker: |
Paul Frimmer
|
|
| Topic: |
Charitable Trust Planning |
| Sponsors: |
|
Mar
2, 2009
5:00-7:30 pm
Past President's
Recognition Meeting |
Speaker: |
Ann Dugan |
|
| Topic: |
Succession Planning |
| Sponsor: |
|
April
16, 2009
(Third Thursday)
12:30-5:30 pm |
Topic: |
Estate Planners Open Scramble Golf & Tennis Outing |
|
| Sponsor: |
|
April
16, 2009
(Third Thursday)
5:30 pm |
Topic: |
CAEPC Memberhips & all Arizona Estate Planners Party |
|
| Sponsor: |
|
May
4, 2009
5:00-7:30 pm |
Speaker: |
Elizabeth, Schurig, JD
|
|
| Topic: |
International Estate Planning |
| Sponsor: |
|
|