Recommended Links

Until we have more time to develop this “Links” page, please visit “Legal Research for Estate Planners” (LREP), which is Jason Havens’ personal website devoted to estate planning.

LISI

The EPCEC will eventually feature select links and resources for members and non-members.  Due to the EPCEC’s affiliation with the NAEPC, EPCEC members have access to the amazing resources within Leimberg Information Services, Inc.(LISI), made available on a discounted basis exclusively to NAEPC member councils.  If you are a current member of the EPCEC and you have not received your LISI username and password, please email info@epcec.org.

Discussion List

The EPCEC now includes a Yahoo Group that is available to all members.  In order to organize our efforts and enhance communication among our members, we created this Yahoo discussion list/group to serve all current members.  This discussion group not only allows us to send messages within our group, but also allows us to share files and even use instant messaging if desired.

We have already created several subfolders, which you may view under the “Files” section of our group (on the left-hand navigation bar of the group’s home page).  We will add more, especially as a result of exchanges at our “brown bag” lunches.  Please also use the “Calendar” function, which allows all of us to use a shared online calendar in addition to the dates posted on our “Calendar” page of this website.  Please contact Jason Havens with any questions or concerns (see the “Contact Us” page).

2009 Calendar

October 27, 5:30PM
Brown Bag/Happy Hour
Location: Johnny O'Quigley's

November 17, 5:30PM
Dinner Meeting
Speaker: Bernstein Global Wealth Management
Topic: Capital Markets Update and Most Compelling Planning Opportunities
Location: Carr, Riggs & Ingram Conf. Room

December 15, 5:30PM
Brown Bag/Happy Hour
Location: TBD