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Call Us: (925) 566-8590

  • Home
    • About Us
    • Board of Directors
    • Past Presidents
  • Membership
    • Membership
    • Membership Requirements
    • Membership Categories
    • Attendance Policy
    • Membership Application
  • Members
    • Membership Directory
    • Member Profile Changes
    • Member Event Registration
    • Membership Renewal
  • Calendar
    • Events
    • Newsletters
  • Links
    • SFEPC Bylaws
    • National Estate Planning Council

Calendar

Membership Meetings

All council members (except Academic and Emeritus) must attend a minimum of 3 meetings per fiscal year, or, write/e-mail and request an excused absence when attendance is not possible each of said three meetings.

Dinner meetings are usually held at the Omni Hotel at 500 California (at Montgomery), and begin at 5:30 PM. Members pay $75 for pre-registration and $80 at the door. Members are allowed to bring one or two guests. Guests pay $95 for pre-registration and $100 at the door. Pre-registration is still required.

Click here to register for the next event.

To link to a printable Adobe Acrobat version of the bulletin/reservation form for the meeting, (usually posted 3 weeks prior to the meeting date) please “click” on the meeting date below:

  • Wednesday, September 26, 2018                                                                                                                                                             “Welcome to the Post-Marriage “World – How to Advise a Generation    That Say’s ‘I Don’t'” -Jeff Makoff    Jeff Makoff -Speaker Handout
  • Wednesday, November 14, 2018                                                                                                                                                       “Effective Compassion: Techniques for “Working with Grieving Clients” -Elizabeth Palomeque       Elizabeth Palomeque – Speaker Handout
  • Wednesday, January 23, 2019
    “Planning with Retirement Plans” – Michael J. Jones                                                                                                                Mike Jones – Speaker Handout
  • Wednesday, March 20, 2019
    “Contemporary Estate Planning Paradigms for Married Couples” -Samuel A. Donaldson
    Samuel A. Donaldson – Speaker Handout
  • Wednesday, May 22, 2019
    “Blockchain, Cryptocurrencies, and Trustees Fiduciary Duties” -Adam Streisand & J.D. Rees
    Adam Streisand & J.D. Rees – Speaker Handout
  • Thursday, May 30, 2019                                                                                                                                                                       SFEPC “Rooftop Revelry”
  • Friday, May 31, 2019                                                                                                                                                                            SFEPC & GGU Symposium: Trust and Estate Conflict Resolution
    SFEPC & GGU Symposium Agenda
  • Wednesday, September 18, 2019
    “Should California Care About Kaestner?” -Carl L. King & Chris Parker
    Carl L. King & Chris Parker – Speaker Handout
  • Wednesday, November 20, 2019
    “Marital Agreements: The Must Haves for High Net Worth Clients” -Monica Mazzei & Anne Cochran Freeman
    Monica Mazzei & Anne Cochran Freeman – Speaker Handout
  • Wednesday, January 22, 2020
  • Wednesday, March 18, 2020
  • Wednesday, May 6, 2020

Contact Us

767 Brannan Place
Concord, CA 94518

(925) 566-8590

SFEPC@astound.net

Get In Touch

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Recent Events

  • Wednesday, September 26, 2018
  • Wednesday, November 14, 2018
  • Wednesday, January 23, 2019
  • Wednesday, March 20, 2019
  • Wednesday, May 22, 2019
  • Thursday, May 30, 2019
  • Friday, May 31, 2019
  • Wednesday, September 18, 2019
  • Wednesday, November 20, 2019
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