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Past Events

December 2, 2019 Holiday Party at the Phoenix Zoo!
November 20, 2019 Free Webinar Viewing: Growing Your Firm's Revenue using the Non-Grantor Trust State Income Tax Chart
Steven J. Oshins , JD, AEP® (Distinguished)
November 14, 2019 EPG Happy Hour
November 4, 2019 The Medicare Conversation: Help Your Clients Avoid Medicare Mistakes
Diane Omdahl, RN, MS, 65 Incorporated
October 22, 2019 EPG Study Group
October 17, 2019 Free Webinar Viewing: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
October 7, 2019 Donor Advised Funds: The Swiss Army Knife of Charitable Planning
Bryan Clontz, Charitable Solutions, LLC
August 29, 2019 EPG Happy Hour
May 16, 2019 EPG Happy Hour
May 13, 2019 Baseball Spring Fling at the Diamondbacks
May 6, 2019 Why Smart People do Dumb Things (Ethics)
Nancy B. Rapoport, Special Counsel to the President of UNLV
March 4, 2019 Insurance Pitfalls in Estate Planning
Kristin Bulat, JD, LL.M., Partners Financial
March 1, 2019 EPG Study Group
February 21, 2019 EPG Study Group: Planning for the Future: Building Flexibility Into Estate Plans
February 17, 2019 Canceled - Putting Markets in Perspective
Matthew Melhado
February 4, 2019 Ice Cream Social! Federal Tax Update and The Estate Planner's Guide to Closely Held Business Planning
Sam Donaldson, JD, LL.M., Professor of Law at Georgia State University College of Law
January 24, 2019 AEP Event: Insights to Retirement Planning – Retirement Round-up
BRIAN DOBBIS, QKA, QPA, QPFC,TGPC
January 17, 2019 EPG Happy Hour
January 7, 2019 U.S. Economic Growth: Past, Trump, and the Near Future
Dr. Stephen Happel, Professor Emeritus of Economics at ASU, W.P. Carey School of Business
December 3, 2018 Holiday Party at the Phoenix Zoo!
November 15, 2018 EPG Study Group - Optimizing Your Balance Sheet
William D. Lee, CFA, CFP®
November 5, 2018 THE UNIFORM VOIDABLE TRANSACTIONS ACT: GOOD FOR THE CREDITOR’S BAR, BUT BAD FOR THE ESTATE PLANNING BAR?
George D. Karibjanian, JD, LL.M., Franklin Karibjanian & Law, PLLC
October 18, 2018 EPG Happy Hour
October 1, 2018 Home Employer Payroll, Tax and Liability
Tom Breedlove, Care.com/HomePay by Breedlove
September 20, 2018 EPG Study Group: The Most Important but Overlooked Element of Life Insurance Acquisition
Emory J. Smith, EJS Financial Management
August 16, 2018 EPG Happy Hour
May 17, 2018 EPG Happy Hour Diecisiete de mayo End of Year Party.
May 7, 2018 How Slippage and Gray Areas Lead Us Into Ethical Lapses
Marianne Jennings, JD
April 25, 2018 TOP GOLF
April 19, 2018 EPG Attorney Study Group
March 5, 2018 What Dead Celebrities Can Teach Us About Estate Planning
John J. (“Jeff”) Scroggin
February 21, 2018 Tax Reform for Affluent Investors
Mike Cogswell
February 15, 2018 EPG Accountant Study Group
February 5, 2018 2018 Tax Reform, Charitable Giving and Estate Planning Updates – Everything You Need To Know
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
January 18, 2018 Happy New Year Happy Hour
January 8, 2018 Time to Get Active - 2018 Economic Update
December 4, 2017 Holiday Party and CE: A Primer on Tax, Estate Planning and other Issues Relevant to Art Collection and Their Advisers
Paul Frimmer, Loeb & Loeb, LLP
November 16, 2017 EPG Insurance Study Group
November 6, 2017 Charitable Gifts of Business Assets & Interests…and What Happens When Charitable Gifts Go Awry
Jason Havens, Holland Knight
October 19, 2017 EPG Happy Hour
October 2, 2017 Tax Planning for Canadians
Brent Nelson
September 14, 2017 EPG Study Group Financial Planners
August 24, 2017 EPG Happy Hour
May 17, 2017 SAVE THE DATE – May 17th 2017
May 1, 2017 Planning for Social Security Benefits and Medicare Coverage for the Baby Boom Generation and Beyond
Francine Lipman, JD, LL.M., MBA
April 27, 2017 CAEPC TopGolf Event
April 5, 2017 Winning in the Retirement Market
Brian Dobbis, QKA, QPA, QPFC, TPGC
March 6, 2017 Good Intentions Can Often Lead to Unintended Consequences: Private Foundations and Other Charitable Endeavor
Jeffrey D. Haskell, JD, LL.M.
February 6, 2017 Sweater Vest and Ice Cream Social
Sam Donaldson
January 9, 2017 2017 College Football National Championship Viewing Party
December 5, 2016 ...............CAEPC Board Meeting
Board Meeting
December 5, 2016 Digital and Difficult Assets: New Arizona Law and Practical Solutions
Craig Hunter Wisnom and Colleen Cacy
November 17, 2016 Special Event - CAEPC Event at NAEPC Conference
Nancy B. Rapoport, JD; Stephanie Loomis-Price, JD; and John J. Scroggin, JD, LL.M., AEP®
November 7, 2016 Passing on Your Legacy to Future Generations A Charitable CLE Event Presented By Phoenix Children’s Ambassadors & Central Arizona Estate Planning Council
Justin Ryan PhD, Research Scientist at Phoenix Children’s Hospital Leslie Dashew, The Human Side of Enterprise
October 20, 2016 Public Outreach: Why Do I Need an Estate Plan?
Panel
October 3, 2016 The Wonderful World of Divorce: What Estate Planning Professionals Need to Know
Christopher Moore, Esq.
October 3, 2016 ...............CAEPC Board Meeting
Board Meeting
September 21, 2016 EPG Event - Estate Planning in Indian Country
Helen Burtis of Rosette, LLP
August 16, 2016 Planning for Family and Planning for Charity, and Perceived Conflicts
Jacky Alling and Grace Smith Kaus
May 19, 2016 Public Outreach: Financial Planning for Special Needs Clients
Panel
May 12, 2016 Emerging Professionals Group Event - Happy Hour
May 2, 2016 ...............CAEPC Board Meeting
Board Meeting
May 2, 2016 Post Mortem Planning-It’s Not Too Late to Plan: A Review of Income, Gift and Estate Tax Planning Issues and Strategies
Stephen R. Akers
April 29, 2016 CAEPC Annual Spring Event - TopGolf
March 23, 2016 EPG - Motivational Business and Life
Matt Miller, CFP, SJS Investment Services
March 16, 2016 Public Outreach: A Holistic Approach to Financial Planning with Investments, Taxes and Insurance
Panel
March 7, 2016 ...............CAEPC Board Meeting
Board Meeting
March 7, 2016 What Every Estate Planner Should Know: The Asset Protection Consequences of Common Estate Planning Techniques
Jay Adkisson
February 19, 2016 Trivia Night
February 1, 2016 ...............CAEPC Board Meeting
Board Meeting
February 1, 2016 Estate Planner's Update with Jeffrey Pennell
Jeffrey N. Pennell
January 4, 2016 ....................CAEPC Board Meeting
Board Meeting
January 4, 2016 One Look Back; Two Looks Forward with Thomas J. Connelly
Thomas J. Connelly
December 7, 2015 Holiday Party at Scottsdale's Museum of the West
December 3, 2015 Public Outreach - Planned Giving
Panel
November 18, 2015 Emerging Professionals Group Event - Education
Rachel S. Rodgers
November 2, 2015 Crossborder Tax Issues: The Things Every Planner Should Know with Christopher J. Byrne
Christopher J. Byrne
October 22, 2015 Public Outreach
Panel
October 15, 2015 Professional Networking and Light Fare
October 5, 2015 Trust Owned Life Insurance: Fulfilling Fiduciary Duties with Barry Flagg
Barry D. Flagg
May 14, 2015 CAEPC Emerging Professionals' Group Event
May 11, 2015 CAEPC: Being a Philanthropist; Donor Advised, Private Foundation or ?
Skip Fox: McGuire Woods
May 11, 2015 ....................CAEPC Board Meeting
Board Meeting
April 20, 2015 ..........CAEPC Board Meeting
April 20, 2015 Johnson Bank Estate Planners' Invitational
April 20, 2015 CAEPC: Spring Banquet
April 8, 2015 CAEPC EPG and AEP Educational Networking Event
Brian Dobbis, QKA, QPA, QPFC, TPGC
March 12, 2015 CAEPC Emerging Professionals' Group Event
Christopher Smith, kCross Brand Alignment Consultancy
March 2, 2015 CAEPC: Act II: Estate Planning for the Second Marriage
Jere Doyle: BNY Mellon
March 2, 2015 ....................CAEPC Board Meeting
February 11, 2015 CAEPC Emerging Professionals' Group Event Announcement and RSVP Request
February 2, 2015 CAEPC: Family Investment Partnerships / Current Issues Involving FLPs, LLCs, and Other Closely Held Entities
Paul Lee: Bernstein Global / Stephanie Loomis-Price: Winstead Attorneys
January 30, 2015 ....................CAEPC Board Retreat & Board Meeting
January 5, 2015 CAEPC: Markets, The Economy, and Estate Planning
Jack Ablin: BMO Harris
January 5, 2015 ....................CAEPC Board Meeting
December 1, 2014 CAEPC: Holiday Event
String Serenade, A String Trio
November 12, 2014 The Emerging Professionals' Group of the Central Arizona Estate Planning Council Event
Last Comic Standing Comedian: Rich Vos
November 3, 2014 CAEPC: The Hybrid Domestic Asset Protection Trust
Steve Oshins: Oshins & Associates, LLC
November 3, 2014 ....................CAEPC Board Meeting
October 6, 2014 CAEPC: The Future of Estate Planning
William Schmidt: First Western Trust Bank
October 6, 2014 ....................CAEPC Board Meeting
October 1, 2014 Emerging Professionals' Group of Central Arizona Estate Planning Council Event
August 6, 2014 ....................CAEPC Joint Board Meeting
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