Central Arizona Estate Planning Council

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Central Arizona Estate Planning Council

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Estate planning encompasses the growth, conservation, and transfer of an individual’s wealth through the creation and maintenance of an “estate plan.”

10/06/2026

Thank you to all of our members and guests who joined us last night for our season-opening dinner program. It was wonderful to reconnect, welcome new faces, and enjoy an evening of networking and learning together.

A special thank you to Justin Miller J.D., LL.M., TEP, CFP®, AEP® (Distinguished) for an engaging and informative presentation on "Estate Planning Paralysis: Getting Your Clients to Act." Justin shared practical insights for helping clients move beyond uncertainty and take action on important planning decisions.

We are also grateful to our sponsors whose support helps make CAEPC programs possible:
🍷 Dinner W**e Sponsor: Eide Bailly
📜 CE Certificate Sponsor: Tiffany & Bosco, P.A.
💻 Technology Sponsor: Zia Trust, Inc.
🌐 Website Sponsor: Versant Capital Management, Inc.

And the evening gave us another reason to celebrate! We were pleased to recognize Robert Goodman of Bank of America Private Bank for an impressive 25 years of membership with CAEPC. Thank you, Robert, for your longstanding commitment to the Council and Arizona’s estate planning community!

We appreciate everyone who helped make our season opener such a success, and we’re already looking forward to seeing you at our November 2 program meeting! https://www.caepc.org/events

09/29/2026

Our Council recently had the opportunity to visit Grand Canyon University and speak with students about the many career paths available within the estate planning field.

Our panel brought together professionals representing the diverse disciplines that make up CAEPC, including financial services, legal and estate planning, accounting and tax, philanthropy, and trust and estate administration.

Students heard firsthand what these careers can look like, how these different professions work together to serve individuals and families, and the importance of continuing education throughout their careers.

One of the best parts of the presentation was the students’ thoughtful questions about the professions, career paths, and opportunities within the field. Their curiosity and engagement made for a great conversation!

Thank you to Grand Canyon University for the opportunity to connect with students, and to our CAEPC panelists for sharing their time, experiences, and perspectives.

We’re proud to help introduce the next generation of professionals to the many possibilities within the estate planning community!

07/21/2026

Celebrate summer with your estate planning colleagues and help us kick off a brand-new CAEPC tradition!

Join us on Thursday, August 20 at House Rules Scottsdale for an evening of networking, great conversations, friendly competition, and fun. Try your hand at axe throwing or duckpin bowling, enjoy light appetizers and two drink tickets, reconnect with colleagues, make new connections, and enter for a chance to win a $25 Amazon gift card!

✨ Best of all: Join or renew your **2026–2027 CAEPC membership by July 31 and your Summer Social registration is FREE!

After July 31:
• Members: $15
• Guests: $25

Don't miss this opportunity to celebrate summer, reconnect with the estate planning community, and be part of the very first CAEPC Summer Social!

📅 Thursday, August 20
📍 House Rules Scottsdale
👉 Register today: https://www.caepc.org/events

04/17/2026

Join us May 4 for the final CAEPC program of the season.

Religion & Diversity in Estate Planning will explore how faith and cultural values shape client decisions—and the ethical considerations for professionals navigating those differences.

Hear from Stacy E. Singer as she shares insights on estate planning considerations across Christianity, Islam, and Judaism.

Don’t miss this opportunity to close out the season with valuable learning and connection.

🔗 Register: https://www.caepc.org/events/

Thank you to our sponsor Northern Trust.

Address

4300 N Miller Road #141
Scottsdale, AZ
85251

Telephone

+16024560591

Website

http://www.caepc.org/

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