About Us

The mission of the IEEPS is to educate and facilitate communication and cooperativeness with professionals who work in the estate planning and wealth preservation fields. This corporation is organized and operative exclusively for charitable proposes within the meaning of Internal Revenue Codes Section 501(c)(3). As a non-profit entity the board of directors receives no compensation, working on a volunteer basis. All money collected from sponsors and donations are used towards current and future events.

History of the Inland Empire Estate Planning Seminar, Inc. (IEEPS)

The IEEPS is the stand-out estate planning education seminar in the Inland Empire, bringing to this region the top planners and speakers from around the nation. It is the result of years of hard work by Joe Walloch and John Oliver. These two icons of the Inland Empire estate planning community devoted countless hours, days and weeks over the history of the seminar to put together the event that it is today.

After years behind the helm, Joe and John decided that they were ready to hang up their hats and asked a few like-minded individuals to continue the IEEPS seminar tradition. A non-profit entity was formed, IEEPS, Inc., to help ensure that the legacy of Joe and John continues to be a valuable resource to the Inland Empire estate planning community.


 
 

The Board Of Directors

Joanna Averett, CFP, AEP
Professional Fiduciary

Robert M. Birgen, CFP, CIMA, CPA(inactive)
Abridge Partners, LLC

Peter M. Bochnewich, Esq.
Bochnewich Law Offices

Thomas Carr, Jr., CFP
Gould Asset Management

Michelle C. Herting, CPA
Michelle C. Herting, CPA

Todd Landry, CPA, CFE
Powell, Spafford & Landry, Inc.

Jose A. Marquez, CSPG
The Community Foundation

Mary Ann Quay, CPA, AEP
CliftonLarsonAllen

Philip M. Savage IV
Gresham Savage

Tamara S. Sipos, CPA, PFS, AEP
CryoWorks, Inc.

Ray Watts
University of Redlands