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:

  • April on the third Thursday of the month (golf tournament)

  • November 12-14, 2008

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:  

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