The QCEPC Board is busy making plans for the New Membership Year (September '21 to August '22)

Keep an eye on the calendar for future meeting updates:

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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.