Tel: 925.778.1165   |   Fax: 925.778.1163

MEETINGS

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***.

MEETING DATES

 Click the Date to Register for that Month's Meeting

 

 

September 3, 2020

"What Eevery Estate Planner Should Know About; Alimony and Child Support, Impact of an Inheritance, Determination of Community Property and Separate Property in Divorce, and How Can a Separate Property Inheritance Become Community Property"
 Presented by: Certified Family Law Specialist Garret C. Dailey

Meeting sponsored by:

 

October 1, 2020

"Retirement Distributions: Early, Timely and Late"

Presented by: Mary Kay Foss, CPA
 Meeting sponsored by:

 

November 5, 2020

"Estate Planning and Proposition 13: Basics, Problems & Solutions"
 Presented by: Michael T. Lebeau, Partner, Bewley, Lassleben & Miller, LLP

Meeting sponsored by:

 

***January 7, 2021 Joint Event

Meeting Details Coming Soon

Event sponsored by:

 

February 4, 2021

Meeting Details Coming Soon
 Meeting sponsored by:

 

March 4, 2020

Meeting Details Coming Soon
  Meeting sponsored by:

 

May 6, 2020 - ZOOM Webinar
 Meeting Details Coming Soon
 Meeting Sponored by:

 

June 10, 2020

Annual June Social

Meeting Sponsored By:

TEL: 925.778.1165 • fax: 925.778.1163 • TriValleyEPC@gmail.com

po box 948 clayton, ca 94517

 

 

 

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

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TEL: 925.778.1165

fax: 925.778.1163

TriValleyEPC@gmail.com

po box 948 clayton, ca 94517

©2018 Tri-Valley Estate Planning Council

Developed by Blue Fox Designs