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 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:
 Wine Sponsored by:

 

January 9, 2020 Joint Event

Special Needs Trusts

Presented by: Kevin Urbatsch

Event sponsored by: Fremont Bank - - Greg Finn
 Cocktails sponsored by:
 Supporting Sponsors:

 

January, 2020
 Joint Networking Party Hosted by EBEPC

 

February 6, 2020

"Diminished Capacity: What an Estate Planner Needs to Know"
  Presented by: Dr. Jim McCabe
  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 for the Middle Class"
 Presented by: Gene Osofsky, Esq.
 Meeting sponsored by:  Capital Insight Financial Group / Securities America, Inc.  - - Jacob Reid

Wine sponsored by:

 

April 22, 2020

Annual Joint Event hosted by EPCDV

Check back soon for meeting details

Presented by:

 

May 7, 2020
 Check back soon for meeting details
 Presented by:
 Wine Sponsored by:

 

June 4, 2020

Annual June Social

Meeting Sponsored By:

Wine 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