activities · 6
what they do
capacity building · 6
- AEP Designation Information Financial Planner Referral & Certification SupportProvides information to members regarding the process and requirements for obtaining the Accredited Estate Planner (AEP) designation.
- Annual Golf Tournament Charity Sports & Recreation TournamentsOrganizes an annual golf tournament to generate funds that support the organization's operations, including presenter fees and investments in technology for virtual attendees.
- Continuing Professional Education Elder Law Attorney Certification & TrainingHosts monthly continuing education events from October through May, including a half-day annual session and a February learning event, covering important issues and developments in estate planning, with virtual options available.
- Emerging Professionals Group Scholarships Member-Focused Professional Development ScholarshipsAwards scholarships annually to members of the Emerging Professionals Group, with a history of recipients dating back to at least 2013-2014.
- Emerging Professionals' Group (EPG) ActivitiesOperates an Emerging Professionals' Group (EPG) that organizes social and educational events, including happy hours and activities, specifically for younger professionals (under 40 or with less than 10 years of experience) in estate planning-related fields within the Phoenix metropolitan area.
- Professional Networking Events Industry Conference & Networking EventsOrganizes various networking events for estate planning professionals, including monthly cocktail hours, annual holiday socials, and casual spring events, to foster connections and professional interaction.
strategies · 3
how they think
Theories of action extracted from this org's own source material. Click any to see the full field of orgs running the same approach.
- Creditor Protection Planning creditor_protection_planningThe organization educates on applying asset protection techniques to prevent beneficiary bankruptcy from affecting estate distributions, thereby safeguarding inherited assets.
- Emerging Professional Integration and Support emerging_professional_mentorship_and_networkingThe organization supports emerging professionals in estate planning by providing social and educational events, facilitating networking, and acclimating them into the council to foster their professional development and integration into the field.
- Professional Education and Development continuing_professional_educationThe organization provides professional educational programming designed to qualify for continuing education credits across various disciplines within estate planning, ensuring members stay current with legal precedents, ethical considerations, and practical applications.
named programs · 6
what they call their work
Annual Half-Day Program
February educational event offering up to 4 hours of continuing education with breakfast and morning programming
CAEPC Golf Tournament & Happy Hour
Annual fundraising event featuring a golf scramble followed by a networking happy hour with sponsors and members
Emerging Professionals' Group (EPG)
Social and educational events for estate planning professionals under 40 or with less than 10 years of experience, including happy hours and educational meetings
Holiday Social
December celebration event open to members and their guests, providing year-end networking opportunities
Monthly Member Meetings
Continuing education events held from October to May featuring professional presentations, dinner, and networking for estate planning professionals
Spring Event
Casual networking event held in April after tax filing deadline, providing social interaction for members
relationships · 12
who they work with
- Accredited Estate Planner Network — Offers information on the AEP designation, indicating affiliation with the AEP program.
- Artisan Partners Funder — Happy Hour Sponsor for the 2026 Golf Tournament & Happy Hour event.
- Boland Law Group, PLLC Partner — Legal firm providing estate and tax planning services in partnership with the Central Arizona Estate Planning Council
- Eide Bailly LLP Partner — Sponsor of the Central Arizona Estate Planning Council
- Heritage Auctions Funder — Happy Hour Sponsor for the 2026 Golf Tournament & Happy Hour event.
- JPMorgan Funder — Prize Sponsor for the 2026 Golf Tournament & Happy Hour event.
- Northern Trust Company Partner — Sponsor of the May Program Meeting on Religion & Diversity in Estate Planning.
- TFO Family Office Partners Funder — Happy Hour Sponsor for the 2026 Golf Tournament & Happy Hour event.
- Tiffany & Bosco Funder — Sponsor of the Emerging Professionals' Group
- Tiffany & Bosco, P.A. Partner — Sponsor of the Central Arizona Estate Planning Council's educational meetings and Emerging Professionals Group
- Versant Capital Funder — Bottled Water Sponsor for the 2026 Golf Tournament & Happy Hour event.
- Zia Trust Funder — Beverage Cart Sponsor for the 2026 Golf Tournament & Happy Hour event.