Date and Location
Cost and Reservations
Meeting Calendar


Date and Location

Meetings are typically held the first Monday of each month at the Phoenix Country Club, 2901 North Seventh Street, Phoenix, Arizona, 85014, 602-636-9824.
The exceptions to this schedule will be:

  • April golf and tennis event - Date TBD

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

October 5, 2009
5:00-7:30 pm
Speaker: Claudia B. Sangster
Harris myCFO, Inc
 
Topic: Philanthropy for High Net Worth Clients
Sponsor: Harris Private Bank
Nov 1, 2009
Speaker: Tennis Outing  
Sponsor: Sponorship available  
Nov 2, 2009
5:00-7:30 pm
Speaker: Richard Robinson
Robinson and Diss, P.C.
 
Topic: Using Partnership Profits as a Business Succession Strategy  
Sponsor: Ringle Kotzin Valuations Services  
Dec 7, 2009
5:00-7:30 pm
Topic: Holiday Party  
Sponsor: Sun Cornerstone Group, Inc.

Jan 4, 2010
5:00-7:30 pm
first Monday

Speaker: Patrick J. Kuhse  
Topic: Business Ethics for Financial Services Professionals
Sponsor: The Private Bank/Bank of Arizona
Feb 1, 2010
11:30-4:30
Speaker: Charles D "Skip" Fox, IV
McGuire Woods LLP
 
Topic: Planning Under the New Estate Tax Law, Asset Protection Planning and Flexibility in Irrevocable Trusts. 
Sponsors:

Arizona Community Foundation
Additional Sponsorship available

Mar 1, 2010
5:00-7:30 pm
Past President's
Recognition Meeting
Speaker: Michael W. Halloran
Northwestern Mutual Financial Network
 
Topic: Due Diligence in the Purchase of Life Insurance
Sponsors:

Northern Trust, NA

April 22, 2010 Topic: Estate Planners Open Scramble Golf  
Sponsor: M&I Wealth Management
April 22, 2010 Topic: CAEPC Membership & all Arizona Estate Planners Party  
Sponsor: U.S. Bank
May 3, 2010
5:00-7:30 pm
Speaker: Susan Porter
 
Topic: Decanting: Breathing New Life into Bottled Up Trusts
Sponsor: U.S. Trust, Bank of America Private Wealth Management

© CAEPC 2006-2009