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• Charitable Year-end Planning

  • 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
• OBBB Update for Estate Planners

  • When
    January 21, 2026
  •  
    5:00 PM - 7:30 PM
  • Location
    The City Club of San Francisco, 155 Sansome Street, 11th Floor, San Francisco, CA 94104

  OBBB UPDATE FOR ESTATE PLANNERS

  Wednesday, January 21 @ 5:00 pm | City Club of SF
  Featured Speaker: Beth Shapiro Kaufman

  

  * Please RSVP by January 19, 2026 *

  SAVE THE DATE for our January member meeting

  Speaker

  • Beth Shapiro Kaufman

  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 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
• March 18, 2026 SFEPC Member Meeting

  • When
    March 18, 2026
  •  
    5:00 PM - 7:30 PM
  • Location
    The City Club of San Francisco, 155 Sansome Street, 11th Floor, San Francisco, CA 94104

  mARCH 18TH SFEPC MEMBER MEETING

  Wednesday, March 18 @ 5:00 pm | City Club of SF
  Featured Speaker: TBD

  

  * Please RSVP by March 16, 2026 *

  SAVE THE DATE for our March member meeting

  Speaker

  • TBD

  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 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
• May 20, 2026 SFEPC Member Meeting

  • When
    May 20, 2026
  •  
    5:00 PM - 7:30 PM
  • Location
    The City Club of San Francisco, 155 Sansome Street, 11th Floor, San Francisco, CA 94104

  mAY 20TH SFEPC MEMBER MEETING

  Wednesday, May 20th @ 5:00 pm | City Club of SF
  Featured Speaker: Laura Zwicker and Stefanie Lipson

  

  * Please RSVP by May 18, 2026 *

  SAVE THE DATE for our May member meeting

  Speaker

  • Laura Zwicker and Stefanie Lipson

  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 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