SAVE THE DATE!!
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:
- Help Your Clients Keep Control of their Lives and Money if they Become Incapacitated in Later Life (Or in Their Younger Years) (September 21, 2023)
- Corporate Transparency Act and Common Law Trusts (November 9, 2023)
- Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith (December 14, 2023)
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 / Trust Officer
First Community Trust, N.A. | Investment Services
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.
