Welcome to EPCCT! Our next meeting is scheduled for October 20, 2020. Bryan P. Koepp, JD, CFP, TEP with Regions Private Wealth Management will be discussing the Secure Act during our Zoom webinar scheduled from 12-1pm. Please RSVP now if you would like to attend.
Please mark your calendars for our upcoming 2020-2021 Calendar of Events:
Tuesday, November 17, 2020 Zoom Webinar at 12:00pm by Ross W. Stoddard, III, Attorney to discuss Mediation in Probate/Family/Multigenerational Disputes.
Tuesday, January 19, 2021 In-person Meeting at UT Club (Subject to change) by Craig Hopper with Hopper Mikeska to preview the 2021 87th Texas Legislative Session.
Tuesday, February 16, 2021 In-person Meeting at UT Club (Subject to change) by Dr. Nathaniel J. Harness, Ph.D., CFP with TD Ameritrade to discuss Millennial Mindset.
Tuesday, March 23, 2021 In-person Meeting at UT Club (Subject to change) TBD.
April 2021 – Spring Social or Luncheon Meeting TBD.
Tuesday, May 18, 2021 In-person Meeting at UT Club (Subject to change) by Gerry W. Beyer, Professor At Law with Texas Tech School of Law with topic TBD.
We look forward to you joining us!
Holly Tue Garcia, EPCCT 2020-2021 President
Estate Planning Council of Central Texas 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.