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:
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
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 |
|
