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DTSTART:20150408T230000Z
DTEND:20150409T010000Z
LOCATION:5th & Wine:  7051 East 5th Avenue Scottsdale AZ  85251
UID:1150120150408T230000ZCAEPC EPG and AEP Educational Networking Event 
DTSTAMP:20260420T042440Z
DESCRIPTION:\n\n \nSAVE THE DATE\n \nWednesday, April 8, 2015, 4:00 p.m. to 6:00 p.m.\n \nWhen to Sweat the Small Stuff\n \n Beneficiary Planning and Inherited IRAs \n \nSponsored by Lord Abbett (Jesse Walker)\n \nPresented by Brian Dobbis, QKA, QPA, QPFC, TPGC (See Biography Below) \n \nThe Central Arizona Estate Planning Council and the EPG / AEP committees cordially invite you to a complimentary educational, networking meeting while earning Continuing Educational credits followed by Hors d’oeuvres & Refreshments at:\n \n5th & Wine\n \n7051 East 5th Avenue\n \nScottsdale, AZ 85251\n \n Earn 1 AEP, CFP, CIMA, & PACE Continuing Education Credit\n \nA Certificate of Completion and material handout will also be given to self-submit for other organizations for possible CE credit\n \nTopics Include:\n \n Beneficiary planning strategies\n \n Naming a trust\n \n Inherited IRA dos and don’ts (spouse and non-spouse)\n \n Using this knowledge to gain and retain assets\n \n Common beneficiary errors\n \nDefense of Marriage Act (DOMA) impact (on beneficiary planning)\n \n Seating is limited to 50 persons on a first come first serve RSVP basis.\n \nRegistration Closed March 18, 2015\n \n\n  \n \n
SUMMARY:CAEPC EPG and AEP Educational Networking Event  - Central Arizona Estate Planning Council 
PRIORITY:3
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