The QCEPC Board is busy making plans for the New Membership Year (September '21 to August '22)
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FREE WEBINARS in 2021 from QCEPC!
Hello Quad City Estate Planning Council Members!
In appreciation of our valued Members, the Quad City Estate Planning Council Board has been pleased to sponsor four NAEPC Webinars, for QCEPC Active Members at no cost to Active Members in 2021...
The final one in the series will be:
- 10.14.21 Noon (Zoom only): The NEW Reverse Mortgage - 5 Ways Housing Wealth is Changing the Estate Planning Conversation - Don Graves, RICP®, CLTC® CSA
Email Invites will be sent to all Active Members; Non-Member Guest fee is $10
*Application for IA CLE Credits will be submitted post-presentation*
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QC Estate Planning Council
Meet the 2021-2022 Board!
(Effective Sept. 1, 2021)
President: Joshua Robinson, MSFS, AIF, CFS
Co-Founder and Managing Director
PR Wealth Management
Vice President: Jennifer Kincaid, JD
Partner
Pepping, Balk, Kincaid & Olson, Ltd.
Secretary: Jeanne Pyle Scott, CPA, CTFA, CGMA
Vice President, Director
Centennial Tax & Accounting
Treasurer: Melissa Uzzell, JD
Vice President / Wealth Management Administration Officer
First Midwest Bank
Immediate Past President: Erie Johnson, JD
Vice President & Trust Officer
First Community Trust, N.A. | Investment Services
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The Quad City Estate Planning Council welcomes input from its members and the public we serve. Please feel free to contact the QCEPC via the "contact us" icon, 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.
