Meetings & Events

CAEPC Member Meetings

Continuing education events are held on the first Monday of every month, from October through May. These events will be held virtually this year to ensure the safety of our members. Please view the Event Calendar tab for meeting details and to register. Throughout the year we will try to have some small social events to offer networking opportunties (if possible consistent with COVID-19 public health recommendations).

Meeting Format

 Zoom Practice Session Opportunity:        3:45 pm - 4:00 pm

 Presentation Begins:                                4:00 p.m.

 Presentation Ends:                                   5:05 pm

 Meeting Adjourns:                                    5:15 pm

       

All CAEPC educational events are intended to qualify for continuing education for all member disciplines, including special pre-approval for credit for CFP and CLU members and guests. 

Guidelines followed for quantifying professional educational programming, include:

  • Sign in sheets
  • Certificates as required
  • At least 50-minute learning presentations
  • Topics relevant to the practice
  • Recognized & credible speakers
  • Electronic outlines and materials
  • Records of above retained in archives

Click here for more on continuing education.

Emerging Professionals' Group

The Emerging Professionals' Group (EPG) of the Central Arizona Estate Planning Council (CAEPC) focuses on social and educational events for individuals new to the estate planning profession and acclimating such individuals into the CAEPC.  EPG events are held throughout the year in the Phoenix metropolitan area and have included happy hour socials, activities, and educational meetings.

Click here to read more about the EPG.         

 

Holiday Social

December's event is a holiday social and celebration, open to all members and one guest per member. It has proven to be a great way to wind down the year amongst friends and business associates. Access event details through the Event Calendar tab.

Half Day Program

February's meeting moves from an evening dinner format to a half-day learning event. Up to 4 hours of continuing education; the event begins at 12:00 p.m. and concludes at 4:45 p.m. Access event details through the Event Calendar tab.

Spring Event

April's spring event is always held after the tax filing deadline out of respect for our Associate Members who are engaged in the tax preparation and filing profession. Typically the spring event is held the third week of April. Access event details through the Event Calendar tab. Stay tuned for details.