Clarkston Capital

EPG Virtual Education Forum: Professional Collaboration in Estate Planning

Date: Wednesday, November 17, 2021
Time: 4:00pm - 5:00pm
Location: Virtual via Zoom

For emerging professionals in estate planning-related fields. CAEPC membership not required to register.

Eligible for 1 hour of AEP® and CPE credit, CFP® credit approval pending. CLE credit at attorney’s discretion.*


Join via Zoom: 

The Emerging Professionals' Group (EPG) of Central Arizona Estate Planning Council (CAEPC) is a vibrant group of younger professionals who are 40 years of age or younger or who have less than 10 years of experience. This group is focused on social and educational events for individuals newer to the professions involved with estate planning.   

The professional demographic includes legal, accounting, investment, insurance, financial planning, and other related professions. It is an excellent group of growth-oriented professionals who are becoming more entrenched in the estate planning profession and getting involved in CAEPC.

*A general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.

Thank you to our EPG sponsor!

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