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DTSTART:20241107T180000Z
DTEND:20241107T200000Z
LOCATION:Lake Forest Club: 554 N Westmoreland Rd, Lake Forest, IL 60045
UID:2692220241107T180000ZGetting Ready for Sunset:  Estate Taxation and Planning in an Uncertain Environment -Attorney Jack Mardoian of Jack C Mardoian Ltd 
DTSTAMP:20260309T172820Z
DESCRIPTION:\nHello Members,\n \nAnnouncements/Program Highlights of LCEPC upcoming November 7th meeting:\n \nOur Event sponsors for this meeting is James Farmer and Jamie Farmer of Financial Strategies Group LLP\n \n\n \n\n \nAEP Designation Process in nuts and bolts:\n \nThe only graduate level, multi-disciplinary credential in estate planning, the Accredited Estate Planner® (AEP®) designation is awarded to professionals who meet requirements of education, experience, knowledge, and professional reputation and holding the AEP® designation helps clients and colleagues understand the designee’s commitment to the collaborative approach to estate planning. Applicants must meet stringent qualifications and commit to ongoing recertification requirements.\n \nThere are two pathways to earn the designation: one is by self-nomination for which an application can be downloaded from the NAEPC website, and the other is by council nomination. Please join us on Thursday, November 7th where we devote a portion of the meeting to learning more about the “nuts and bolts” of the AEP® designation program and hear from fellow council member designees who will share why they sought the designation and what it means to them.\n \nAll "AEP" designees are encouraged to attend this special event to share your experience and collaboration with "AEP" designation.\n \nAEP Powerpoint is available in document library for your reference.\n \nOur Speaker, Jack Mardoian will share his viewpoints with his expertise in the topic "Getting Ready for Sunset:  Estate Taxation and Planning in an Uncertain Environment".\n \nPlease Note for LCEPC meeting:\n \nThe meeting cost is complimentary for currently paid members or $25-$40 for guests.  All attendees must register in advance; walk-in reservations will be accepted on a space-available basis only.  If registered but do not attend consistently, you will be charged the Venue cost immediately after the meeting. \nPlease RSVP to join us - we hope to see you all there with your guests. \n  \nNimisha Patel, CPA, CAA, AEP \nPinnacle Worldwide, Inc. - Vernon Hills, IL 60061/Lincolnshire, IL 60069\n Phone: 1-847-680-3829/Toll Free: 1-877-704-0516  \nDirect:1-847-287-0021  \nhttps://pinnacleworldwide.com                 \n  \nBy participating in this event, you consent to photography, video recording, and its/their release, publication, exhibition, or reproduction to be used for promotional purposes, including but not limited to on websites, social media, and marketing materials. You understand that these images and recordings may be used to highlight and promote the events and activities of the Lake County Estate Planning Council. \n \nIf you do not wish to have your image recorded for marketing purposes, please notify the event organizers prior to the event.\n  \n  \nWhen registering and paying via credit card, please make sure to complete the transaction in its entirety by clicking the "Pay Now" button and entering your credit card number within the PayPal system.                                               
SUMMARY:Getting Ready for Sunset:  Estate Taxation and Planning in an Uncertain Environment -Attorney Jack Mardoian of Jack C Mardoian Ltd  - Lake County Estate Planning Council 
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