Meetings

Reminders Regarding Meetings

The EPCEC reminds its members about all meetings. Reminders are sent via e-mail in order to save costs for the EPCEC and to ensure prompt delivery. However, this page and site are intended to serve as a means to access the EPCEC’s calendar and to obtain nearly all general information about the EPCEC. Therefore, the EPCEC encourages its members (and prospective members) to visit this site and to bookmark it so that everyone can access information about the EPCEC easily and at their convenience via the Internet.

Formal Meetings

The EPCEC meets for dinner and a featured guest speaker on a bi-monthly basis on the fourth Tuesday evening (unless noted otherwise, e.g., a date around the holidays) of each odd month (January, March, May, July, September, and November) from 5:30 PM to 7:30 PM in the conference room of Carr, Riggs & Ingram located in the Regatta Commons office complex (view map).  These dinner meetings represent the EPCEC’s “formal” meetings.  Each estate planning profession within the EPCEC will rotate in inviting speakers from his or her discipline to address the EPCEC, resulting in a variety of perspectives and topics.

Informal Meetings

On alternating months (that is, each even month), the EPCEC offers informal “brown-bag” lunches.  These informal meetings, which are completely optional, occur at various locations.  They are intended to (1) facilitate the exchange of practical information, (2) allow sharing of ideas and techniques, and (3) build relationships among the membership of the EPCEC.  Topics include follow-up commentary and questions on regular/formal meetings, discussions about estate planning techniques, discussions on estate planning articles or newsletters, and other practical topics.  Brown bag lunches are held as a happy hour in the evening (around 5:30pm). Please see the calendar for more information.

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