Tel: 925.778.1165   |   Fax: 925.778.1163


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®

Meeting sponsored by: David White & Associates - -  Kirk Dobson, CFP®, ChFC, ChSNC

Wine sponsored by: Cynthia L. M. Brown, CPA, Inc. - - Cynthia Brown, CPA


***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

Meeting sponsored by: Securities America - - Christian Chukwuma
  Wine Sponsored by:
Law Offices of Phillips & Phillips, APC - - Katelyn Phillips


***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)

Event sponsored by: Fremont Bank
Phillips Bonding and Insurance Agency, Inc. - - Mark Piccolotti
Cocktails sponsored by:
Home Care Assistance - - Francesca Vogel
 Supporting Sponsors:


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

Wine sponsored by:  Hoge Fenton Jones & Appel  - - Denise Chambliss


April 22, 2020

Annual Joint Event hosted by the Estate Planning Council of Diablo Valley


Presented by:


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:

TEL: 925.778.1165 • fax: 925.778.1163 •

po box 948 clayton, ca 94517




©2018 Tri-Valley Estate Planning Council  ׀  Developed by Blue Fox Designs


TEL: 925.778.1165

fax: 925.778.1163

po box 948 clayton, ca 94517

©2018 Tri-Valley Estate Planning Council

Developed by Blue Fox Designs