Meetings and are held at the Marriott Hotel located off of Foothill Rd. near the 580/680 split in Northern California and begin at 6pm and end about 8pm unless otherwise noted on the calendar below***.
Click the Date to Register for that Month's Meeting
September 5th, 2019
"Facilitating Client Family Meetings: What Could Go Wrong?"
Presented by: Richard Del Monte, CWC, CFP®
***October 10, 2019
"Implications of Qualified Opportunity Zone Investment for Estate Planning"
Presented by: Tim Tikalsky, CPA, CCIM; RINA and W. Stephen Wilson, Of Counsel, Withers Bergman LLP
Meeting sponsored by: Retirement Funding Solutions - - Richard San Vicente
Wine sponsored by: Law Office of Elizabeth S. Cassidy - - Elizabeth Cassidy, Esq.
November 7, 2019
"2020 Economic Forecast: The Fed's Perspective"
Presented by: Liz Laderman; Federal Reserve Bank of San Francisco
***January 9, 2020 Joint Event 5:30pm to 8:00pm
"Essential and Cutting Edge Strategies in Special Needs Planning"
Presented by: Kevin Urbatsch, The Urbatsch Law Firm P.C. (Certified Specialist in Estate Planning, Trust and Probate Law)
January 21, 2020 5:30pm to 7:30pm
Joint Networking Party Hosted by the East Bay Estate Planning Council
East Bay Community Foundation
353 Frank H. Ogawa Plaza, Plaza A Room
Oakland, CA 94612
February 6, 2020
"The Silver Tsunami and Diminished Capacity"
Presented by: Dr. Jim McCabe; Eldercare Resources
Meeting sponsored by: Spectrum Wealth Partners - - Brad Byrns
Wine Sponsored by: Capital Insight Financial Group/Securities America, Inc. - - Jacob Reid
March 5, 2020
"How To Avoid Going Broke If You Need Nursing Home Care: The Medi-Cal Option"
Presented by: Gene Osofsky, Esq.
Meeting sponsored by: Capital Insight Financial Group / Securities America, Inc. - - Jacob Reid
April 22, 2020
Annual Joint Event hosted by the Estate Planning Council of Diablo Valley
MEETING HAS BEEN CANCELLED
May 7, 2020 - ZOOM Webinar
“An Advanced Review of Qualified Retirement Plans Under Current Law and the New Secure Act”
Presented by: Adam Zuro; Nicholas Pension Consultants
Meeting Sponored by: Cynthia L. M. Brown, CPA, Inc. - - Cynthia Brown, CPA
Meeting Sponored by: Law Offices of Phillips & Phillips - - Katelyn M. Phillips
June 4, 2020
Annual June Social
Meeting Sponsored By:
Wine Sponsored By: