Naming a trust beneficiary of an IRA
Please RSVP by Monday, September 10th if you plan on attending and let me know if you have any dietary restrictions and/or any guests.
Lunch will be Grilled Chicken Breast, Ham & Swiss Cheese on a Croissant.
Please note the following for our upcoming year:
Our October meeting has been moved back by a week to October 19th, 2018 due to a scheduling conflict with Liberty Hall.
Attached, please find updated Bylaws for the Fox Valley Estate Planning Council. Past-President Melissa DeVantier has been kind enough to update our Bylaws and the acceptance of the updated Bylaws will be voted on at the beginning of our September 14th meeting. If you have any questions or comments regarding the updated Bylaws, please contact Melissa directly before our first meeting at
Annual Dues Notice and FVEPC Membership Roster: I will forward these items via a separate email prior to our September 14th meeting. You will note via the attached meeting notice that the annual dues have been increased by $10. This increase will be utilized to support our new membership in the National Association of Estate Planning Councils (NAEPC). NAEPC will be discussed in greater detail at upcoming meetings, but in summary our membership will eventually allow both the FVEPC and FVEPC members to do the following online:
- Monitor, manage, update and disseminate membership rosters
- Pay / collect annual dues
- Manage meeting notices and RSVP’s
- Renew membership online
- Facilitate a more consistent and automated onboarding process for new members
- Access Bylaws and other important documents
- Maintain a website dedicated to the FVEPC
