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• 2025 SFEPC Annual Estate Planning Symposium

  • When
    June 05, 2025
  •  
    9:00 AM - 4:00 PM
  • Location
    Golden Gate University, 536 Mission Street, San Francisco, CA 94105

  Register

  June 5 - SYMPOSIUM -
  Estate planning for flexibility during uncertain times

  2025 SFEPC Annual Estate Planning Symposium

  

  We're pleased to announce the date for our annual Symposium and Summer Social: Thursday, June 5, 2025. Please mark your calendar!

  Visit our Symposium + Summer Social page for more details >>>

  Symposium Speaker Handouts

  
  

  Cancellations must be received three business days prior to the meeting.
  

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• 2025 SFEPC Annual Summer Social

  • When
    June 05, 2025
  •  
    5:00 PM - 7:30 PM
  • Location
    Bonhams, 601 California Street, Suite 150, San Francisco, CA 94108

  Register

  June 5 - summer social

  2025 SFEPC Annual Summer Social

  

  Please join us for an evening event for San Francisco Estate Planning Council members and their guests to socialize and network with tasty food and drinks.

  Visit our Symposium + Summer Social page for more details >>>

  
  

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• September 17, 2025 SFEPC Member Meeting

  • When
    September 17, 2025
  •  
    5:00 PM - 7:30 PM
  • Location
    The City Club of San Francisco, 155 Sansome Street, 11th Floor, San Francisco, CA 94104

  IDENTIFYING & MITIGATING DURING LIFE THE IMPACTS OF FAMILY CONFLICT IN THE EFFECTUATION OF ESTATE PLANS

  Wednesday, September 17 @ 5:00 pm | City Club SF
  Featured Speaker: Daniel Spector

  

  * Please RSVP by September 15, 2025 *

  SAVE THE DATE for our September member meeting

  Speaker

  • Daniel Spector, Hanson Bridgett - Trust Litigator

  Agenda

  • 5pm - 6pm: Networking, cocktails, and appetizers
  • 6pm - 730pm: Meeting and content presentation

  Cost

  • $125 Members (pre-registered)*
  • $175 Guests (pre-registered)*

  *An additional $25 fee applies if you register at the door.
  

  >>> Don't forget! We're now meeting at The City Club of San Francisco!

  
  

  CE Credit: This activity may be approved for continuing education credit by the State Bar of California and CFP Board. Certificates are provided after attendance.

  Excused Absence: Members can request an excused absence in writing emailing us prior to the meeting.

  Cancellations must be received three business days prior to the meeting.

  
  

  Show details
• November 19, 2025 SFEPC Member Meeting

  • When
    November 19, 2025
  •  
    5:00 PM - 7:30 PM
  • Location
    The City Club of San Francisco, 155 Sansome Street, 11th Floor, San Francisco, CA 94104

  CHARITABLE YEAR-END PLANNING

  Wednesday, November 19 @ 5:00 pm | City Club of SF
  Featured Speaker: Martin Hall

  

  * Please RSVP by November 17, 2025 *

  SAVE THE DATE for our November member meeting

  Speaker

  • Martin Hall, Hall & Diana

  Agenda

  • 5pm - 6pm: Networking, cocktails, and appetizers
  • 6pm - 730pm: Meeting and content presentation

  Cost

  • $125 Members (pre-registered)*
  • $175 Guests (pre-registered)*

  *An additional $25 fee applies if you register at the door.
  

  >>> Don't forget! We're now meeting at The City Club of San Francisco!

  
  

  CE Credit: This activity may be approved for continuing education credit by the State Bar of California and CFP Board. Certificates are provided after attendance.

  Excused Absence: Members can request an excused absence in writing emailing us prior to the meeting.

  Cancellations must be received three business days prior to the meeting.

  Show details