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Women’s Estate Planning Council Member Involvement HandbookWomen’s Estate Planning CouncilDenver, ColoradoMember Involvement Handbook2019 / 20201

Women’s Estate Planning Council Member Involvement HandbookIndexHistory & MissionPast PresidentsMessage from the PresidentOfficersGeneral Information for All ublic RelationsLiaison to NAEPCMeeting Dates for 2019/2020 Year2Page 3Page 4Page 5Pages 5 - 6Page 7Pages 8 - 10Pages 11 - 12Pages 13 - 14Pages 15 - 16Page 17Page 18

Women’s Estate Planning Council Member Involvement HandbookHistoryThe Women’s Estate Planning Council was founded in 1995 by a group ofdedicated professional women who wanted to establish a forum for womento pursue and develop their expertise in the estate planning field bycreating a multi-disciplinary Council to share technical expertise,celebrate professional success and interact collaboratively and socially inthe pursuit of serving our client families.MissionTo promote interaction between women estate planning professionals;educationally, professionally and socially.3

Women’s Estate Planning Council Member Involvement HandbookWomen's Estate Planning Council Past PresidentsBelow is a list of the Presidents who have led the Council and helped foster anenvironment of education, professional development and friendship. Withouttheir leadership and the support of the many volunteers who serve on theBoard and committees, WEPC would not be the recognized leader in providingprofessional women a multi-disciplinary forum for the development of 0172018Carol Williams CraigieHeather RumseyJulie GunkelSheri DiPagliaNatasha O’FlahertyJan Crewes-JonesAmy LockeElaine CarletonSharon Judd EnglertCarrie SteinertJulie GunkelErica JohnsonNora E. RothKimberly L. CurtisCatherine E. SchwartzDarla L. DanielMyra DonovanConnie SmithKristin PiñeiroBarbara Tocker RossArlene BarringerKirsten WaldripHolly VandeHoefAngela Herrick4

Women’s Estate Planning Council Member Involvement HandbookMessage from the PresidentI am honored to serve as President of Women’s Estate Planning Council (WEPC). As we enterour 24th year as an organization, I want to emphasize the mission of WEPC, which hasaided in the development of our organization: “To promote interaction between womenestate planning professionals; educationally, professionally and socially.”Educationally, our Board strives to provide educational programming that reaches themulti-disciplinary estate planning fields of our members. Each member has a uniqueperspective that allows us all to learn and grow as professionals, and we invite members toparticipate as monthly speakers. As a WEPC member you are not only afforded theopportunity to learn from our members, but you are also affiliated with and have access toall that the National Association of Estate Planners and Councils (NAEPC) has to offer—fromeducational resources programming to professional accreditation.Professionally, WEPC members network with each other at our monthly meetings and otherinformal social and community events. Members can share job openings on our website.Meeting sponsorships are also available to our membership and allow members to teach usabout their businesses. All members are encouraged to join the Board or volunteer to serveon a committee.Socially, WEPC participates in community outreach events, such as the Alzheimer’s Walk,that directly impact those individuals who are often in need of our expertise. Twice a year,WEPC celebrates our members and encourages socialization at our summer social andholiday party. We also enjoy learning about our members’ personal and careerdevelopments in our newsletter and encourage them to publish educational columns.It is through these activities and the dedication of our members that WEPC’s membershiphas grown over the years. I encourage you to read this Member Handbook and learn aboutthe opportunities that WEPC has to offer. The organization is strong because of itsmembers. I am thankful for each of you and your continued dedication to our greatorganization. I am looking forward to a wonderful year.PresidentHayley Lambourn, Esq.Wade Ash Woods Hill & Farley, P.C.4500 Cherry Creek Drive South, #600Denver, CO 80246P: 303-329-2223E: hlambourn@wadeash.com5

Women’s Estate Planning Council Member Involvement HandbookWomen's Estate Planning Council OfficersVice PresidentGina Trevey, Esq.SecretaryHolly VandeHoef, Esq.TreasurerAngelia McGill, CPAImmediate Past PresidentAngela Herrick, Esq.Wipfli, LLP7887 E. Belleview Ave., #700Denver, CO 80111P: 720-531-4449E: angelia.mcgill@wipfli.comHerrick Law, LLCP.O. Box 723Denver, CO 80201P: 720-634-6068E: angela@herrick-law.comAMB National Trust Bank1155 Canyon Blvd., #310Boulder, CO 80302P: 303-447-8877E: gmtrevey@amgnational.comBank of America Private Bank370 17th St., #5100Denver, CO 80202P: 303-264-6086E: holly.vandehoef@bofa.com6

Women’s Estate Planning Council Member Involvement HandbookGeneral Information for All Committees Volunteers are needed across all disciplines to serve on the variousWEPC committees. Volunteers do not need prior WEPC experience in order to serve on,or chair a committee. Expectations of volunteers include regular attendance at WEPCmonthly meetings, where volunteers are expected to serve as“ambassadors” of the WEPC, welcoming visitors and new membersand helping to make introductions. Time commitment for volunteers will vary, depending upon thecommittee and the responsibilities involved. A minimum timecommitment includes monthly meeting attendance and followthrough on assigned committee responsibilities and duties.7

Women’s Estate Planning Council Member Involvement HandbookMembership CommitteePurposeThe purpose of the Membership Committee is to increase awareness of,and involvement in, the WEPC. One of the goals of this committee is to improve member retention,as well as increase the number of new members. Regular contactshould be made with existing members in some sort of organized“outreach” program to improve retention and attendance atmeetings, and to ask for referrals of potential new members. Timelyfollow-up with visitors should be done to answer questions, andexplain membership benefits and application process.The membership committee will assist the WEPC President infinding ways to generate interest in serving on committees and onthe WEPC Board. This committee will also communicate with theWebmaster (currently Valerie Miller) on maintaining themembership application and to track new member interest involunteering, and coordinate with the appropriate committee ofinterest.This committee should work closely with the Public RelationsCommittee to make sure that new members are welcomed in thenewsletter, and to ensure that awareness about WEPC events isbeing publicized to prospective ingsigns/directions to meeting space, organizing member and visitorsign-in, the collection of visitor fees, and providing nametags formonthly meetings. This committee is also responsible for explainingthe application process to visitors and prospective members.Recruit monthly greeters to help introduce visitors to othermembers so they feel comfortable and welcome.8

Women’s Estate Planning Council Member Involvement HandbookMembership Committee, cont.Expectations of VolunteersVolunteers will attend committee meetings and actively participate incommittee activities. Volunteers are expected to be “Ambassadors.”Membership CommitteeCo-ChairKayla Nelson, Esq.Co-ChairAnne Zellner, Esq.Zumalt & Sigler, LLC1536 Cole Blvd., #330Lakewood, CO 80401P: 303-996-8660F: 303-996-8655E: kayla@zumaltsigler.comRyley Carlock & Applewhite1700 Lincoln St., #3500Denver, CO 80203P: 303-863-7500E: azellner@rcalaw.com9

Women’s Estate Planning Council Member Involvement HandbookMembership AmbassadorHeather DawsonHeirloom Valuations and OrganizingServices10356 Woodrose LaneHighlands Ranch, CO 80129P: 303-475-7069E: heather.dawson.denver@gmail.com10

Women’s Estate Planning Council Member Involvement HandbookPrograms CommitteePurposeThe purpose of the Programs Committee is to schedule programs for monthlyWEPC meetings. This committee is responsible for determining appropriatetopics, then identifying and scheduling competent speakers. This committee should solicit program feedback, as well as input forfuture topics of interest, from WEPC members.Other duties include corresponding with presenters to confirm dateand time of presentation and provide directions to the meeting location,and communicating with presenter regarding AV equipment and setexpectations around number of members/guests expected to be inattendance and who is responsible for making copies of handouts.Follow-up with a Thank You note to the presenter of the monthlyprogram.This committee also corresponds with WEPC Webmaster (CurrentlyValerie Miller) to make sure that programs are posted on the EventsCalendar on the website, reminder notices are sent out via email, andRSVP totals are shared with the presenter so the appropriate numberof handouts can be provided.This committee coordinates with the PR/Community OutreachCommittee to provide program information for the newsletter, as wellas other local area publications announcing upcoming WEPC meetings(e.g. Denver Business Journal, Denver Woman Magazine, etc.).This committee gathers and submits requirements necessary to obtainapproval for continuing education credits for WEPC dInsuranceProfessionals). Documentation must be submitted no later than 60days prior to program date in order to secure continuing educationcredits, and follow-up is required after the meetings.Time CommitmentThe combined time commitment for the Co-Chairs is several hours permonth, in addition to attendance at the monthly Board and WEPC regularmeetings.11

Women’s Estate Planning Council Member Involvement HandbookPrograms Committee, cont.Program CommitteeCo-ChairRaQwin Young, Esq.The Law Office of RaQwin Young, LLC1510 Washington Ave.Golden, CO 80401P: 303-876-7662E: ryoung@younglawgolden.comCo-ChairDenise Calkins-Youngquist, CFPCalkins-Youngquist FinancialLife Planning, LLC1942 S. Humbolt StreetDenver, CO 80210P: 303-458-1182E: dyoungquist@cambridgesecure.com12

Women’s Estate Planning Council Member Involvement HandbookHospitality CommitteePurposeThe Hospitality Committee is responsible for providing refreshments at monthlyWEPC meetings. Duties include, but are not limited to, the following: Provide beverages (wine and cups) for monthly meetings.Arrange for catering each month.Plan July summer picnic and December holiday party.Expectations of VolunteersVolunteers are expected to attend monthly WEPC meetings, the July picnic, andthe December holiday party. Volunteers are expected to arrive at monthlymeetings and special events approximately 15 minutes early to help set up.Volunteers are also expected to help serve, as necessary, during meetings and tohelp to clean up after events.They will be expected to communicate with the committee co-chairs to assureadequate refreshments are provided. If a volunteer is unable to attend aparticular event, the volunteer is expected to notify the co-chairs.Time CommitmentInvolvement in this committee is generally limited to before, during, and afterevents. However, involvement with this committee may also necessitatepurchasing particular items in order to assure that adequate refreshments areprovided for events.13

Women’s Estate Planning Council Member Involvement HandbookHospitality Committee, cont.Hospitality CommitteeCo-ChairKelly Collins, MBACo-ChairMelanie Palmer, CFPAspen Grove Financial Strategies, LLC1510 Washington Ave., #102Golden, CO 80401P: 303-870-7701E: kelly@aspengrovefs.comUS Bank Private Wealth Management950 17th Street, 5th FloorDenver, CO 80202P: 303-585-4076E: melanie.palmer@usbank.com14