Become a Sponsor
Welcome to the 2023-24 season. Please consider supporting SAEPC by becoming a sponsor. There are a wide variety of sponsorships available this season. If you want to support the organization as a whole, consider a year-long sponsorship. Do you value networking? Consider signing on as a happy hour or special event supporter. Maybe you appreciate quality continuing education. You can help defray speaker costs -- and have the opportunity to rub elbows or raise a glass with them. Maybe Estate Planners Day is the highlight of your year. Choose from EPD sponsorships: overall, breakfast, lunch, and raffles. Or maybe you’d like to make your mark with a custom sponsorship. Let’s talk. Contact Sponsorship Chair Jacque Mingle
Platinum-$10,000 (option for co-sponsors): Enjoy top monthly meeting billing for the entire season, exposure on the SAEPC website and meeting invitations; share the message of your organization via promotional materials and speaking.
Gold-$2,500.00: Enjoy secondary monthly meeting billing for the entire season, exposure on the SAEPC website and meeting invitations; share the message of your organization via promotional materials and speaking.
Silver-$1,000.00: Enjoy exposure on the SAEPC website and monthly meeting invitations; share the message of your organization via promotional materials.
Bronze-$500.00: Enjoy exposure on the SAEPC website and monthly meeting invitations.
Enjoy exposure on the SAEPC website and the special-event invitation; share the message of your organization via promotional materials and brief remarks at the event
Happy New Year Happy Hour (January)-$2,000.00
Option for co-sponsors—contact us
Raffles-$600, plus raffle prize, $100 minimum
Speakers-$1,000.00: Introduce your favorite topic or speaker, dine with the speaker at the meeting, and (provided the speaker is amenable) entertain him or her with dinner or drinks before or after the event, in addition to being featured on the website and meeting invitation.
9/20: Nainesh Shah, Complete Advisors: S-corporation Tax Affecting: How to Value an S-corporation for Estate Planning Purposes
10/18: Sarah A. Brenner, Ed Slott and Company, LLC: SECURE Act and SECURE 2.0
11/15: Dr. Anirban Basu, Sage Policy Group, Inc.: Market Update
12/13: TBD (Happy Holidays)
2/21: Justin Miller, Evercore Wealth Management, LLC: Estate Planning Paralysis: Getting Your Clients to Act
3/20: Lauren J. Wolven, Levenfeld Pearlstein: The Use and Misuse of Marital Deduction
4/17: Leslie Kiefer Amann, Sentinel Trust: Reading, Interpreting and Drafting
Option for co-sponsors—contact us
Social Hour-$800.00 each meeting: Toast colleagues, friends, accolades, and milestones. You’ll be featured on the meeting invitation, website, and at the event
Option for co-sponsors—contact us
Platinum-$7,000.00: Speech, tabling, admission for 4, raffle (optional)
Gold-$3,500.00: Speech, tabling, admission for 2, raffle (optional)
Silver-$2,000.00: Tabling, admission for 2, raffle (optional)
Lunch-$2,500.00: Speech, raffle (optional)
Breakfast: $2,500.00 Speech, raffle (optional)
Raffle: $800.00 (plus prize $200 minimum value)
