SAVE THE DATE!!                                  

Thurs. June 8th 2023: QCEPC's 5th Annual Golf Outing at Short Hills Country Club (planning in-progress)

Home - Short Hills Country Club (shorthillscc.com)

 

Thursday, August 24th, 2023 8:00 -9:30 a.m. breakfast meeting on Pre and Post Mortem Planning at CityView Celebrations, Moline, IL 

Thursday, October 12, 2023 4:00 p.m. - 7:00 p.m. 2023 Annual Meeting Featuring Professor Christopher Hoyt, The Bend event Center, East Moline, IL, cocktails and heavy hors d'oeuvres. Co-sponsored by the Quad City Planned Giving Council

And watch for the announcement of our noon webinar series schedule:

  1. The Elegant Divorce (July)
  2. Help Your Clients Keep Control of their Lives and Money if they Become Incapacitated in Later Life (Or in Their Younger Years)  (September)
  3. Corporate Transparency Act and Common Law Trusts (November)
  4. September topic OR Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith  (December)

                                                                                                  

Meet the QC Estate Planning Council 2022-2023 Board!

(Effective Sept. 1, 2022 thru Aug. 31, 2023)

President:                                 Jennifer Kincaid, JD

      Partner

      Pepping, Balk, Kincaid & Olson, Ltd.

Vice President:                        Jeanne Pyle Scott, CPA, CTFA, CGMA

                                                 Vice President, Director

                                                 Centennial Tax & Accounting

Treasurer:                                 Melissa Uzzell, JD

       Vice President / Director of Fiduciary Services

       Investment Management Group

       Northwest Bank & Trust Company    

Immediate Past President:       Joshua Robinson, MSFS, AIF, CFS

                                                 Co-Founder / Managing Director / CCO

                                                 PR Wealth Management

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The Quad City Estate Planning Council welcomes input from its members and the public we serve.

QCEPC is available via the "contact us" option at the top of this page, or at QCEstatePlanningCouncil@gmail.com

 

 

 

 

 

 

Quad City Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.