Please Join Us on Zoom May 27th, 2021 for QCEPC Noon Virtual Program & Annual Meeting

Speaker:  Rachel L. Votto, CPA, AEP 

Partner-in-Charge of Tax Services with BDG-CPAs in New York, New Jersey, & South Carolina

Link to full bio: https://www.bdgcpa.com/leadership/rachel-votto/

Topic:  Overview of New Tax Laws

Date:  Thursday, May 27th, 2021

Time:  12:00pm - 1:30pm

Location:  Zoom only ~ Link & LogIn Info has been sent to all Members & recent Guests; will be sent to all again closer to the date (please contact Carrie at QCEstatePlanningCouncil@gmail.com if you need it again)

No fee for QCEPC Members or Guests

Application for IA CLE Credits will be submitted for this Program

Full Agenda to follow closer to the Program date

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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 is pleased to sponsor the following NAEPC Webinars, for QCEPC Active Members at no cost to Active Members 

  • 07.15.21 Noon (Zoom only): Zen and the Art of Trust Modification - Susan T. Bart, JD
  • 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 for each Program post-presentation*

Please keep an eye on the calendar for future meeting updates:

https://www.qcestateplan.org/events 

 

THANK YOU ALL for your flexibility, understanding & patience during this time! 

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Future meeting plans will be determined by the Board closer to each upcoming date.
Please view the online calendar for updates as they become available:
 

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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.