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Upcoming In-Person Progams for Membership Year 2022-23
- The QCEPC Board is busy planning the In-Person Programs for 2022-23 Membership Year ...
Details for March (03.09.23) are being confirmed and will be on the Calendar at https://www.qcestateplan.org/events
And Annual May Meeting is in the works as well :)
--- emails will be sent to all with details
- Watch your email inbox & visit our website https://www.qcestateplan.org/ and the online calendar https://www.qcestateplan.org/events for updates
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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
Secretary: Melissa Uzzell, JD
Vice President / Director of Fiduciary Services
Investment Management Group
Northwest Bank & Trust Company
Treasurer: Cristy Tackett-Hunt, JD
Member/Partner
Betty, Neuman & McMahon
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.
