Q3 Meetings Recap: Success with a Side of Sun, Sea and Big Sky Country

Members of three EPiC peer groups, which convene in person on a quarterly basis, met in August for two days of focused analysis, reflection and brainstorming. Each group worked together to solve problems and better their own—and each others’—practices.

We can confidently say that Q3 was a home run, given the average meeting score: 9.26 out of 10! Another smashing success to add to the books.

Q3 brought one group to Seattle, another to Portland, OR, and the third to Great Falls, MT.

While each group dynamic is unique, one thing they all share is a commitment to push each other to reach new levels of success. This quarter produced fruitful discussion on a variety of relevant topics affecting both the estate planning industry as a whole and members on an individual basis.

But EPiC is about more than just work, work, work. Typically there is a group outing or two during the two-day session. Here are a couple of shots from our groups in Seattle and Great Falls, enjoying their spectacular surroundings!

Published by Tom Fafinski

Thomas Fafinski is co-founder of EPiC and actively facilitates several of EPiC’s peer groups. He is an active estate planning and business law attorney with Virtus Law PLLC, specializing in planning for high-net-worth individuals and providing legal services to tech companies across the country and internationally. A frequently published contributor to national periodicals such as WealthCounsel Quarterly, Dakota County Tribune, Star Tribune and various newsletters, Tom has also been featured on Todd Rooker’s radio show “Cover your Assets,” and on multiple episodes of MSP Radio. He is a contributor and member of the national asset protection, tax and estate planning organization, WealthCounsel. He is admitted in State and Federal Court for Minnesota. Tom is an active real estate investor with commercial holdings with nearly $10M in holdings. Tom cherishes spending time with his family and extended family and enjoys reading mystery and suspense novels, golf, Mustangs of the ‘60s, his dogs (for the most part) and attending sporting events. He is also a die-hard Bruce Springsteen fan.

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