2020-2021 Council Meetings
The Council usually meets at the Lafayette Park Hotel
on the third Wednesday of each month, September through May unless noted otherwise*. Members and their guests would enjoy dinner and a relevant speaker in the field of Estate Planning. The meetings begin at 6pm with a 30 minute networking period followed by the general announcements and finally the presentation. Meetings typically end at 8pm.

With the changing landscape for securing a venue to accommodate it's members and guests safely and effectively, the Council has decided to host Zoom meetings for the remainder of 2020. In order to provide quality programming and secure quality speakers please note the time and date of each meeting is subject to change.
Please click on the date below
to register for that meeting
"The Trustee’s Tale: What Individual and Corporate Fiduciaries Wish Advisors Would Consider and Discuss with Clients"
Presented by:
Karen Sugihara, Senior Vice President, and Senior Regional Fiduciary Manager

Elena V. Toulios, Senior Vice President, and Senior Estate Advisory Specialist
Brett D. Mulberg, Vice President, and Senior Estate Advisory Specialist
Michael Gerson, Senior Vice President, and Senior Wealth Planning Strategist
Wells Fargo Private Bank


October 21st, 2020

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Sponsored by:


November 18th, 2020

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Sponsored by:

NO DECEMBER MEETING

January 20, 2021
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Sponsored by:


January, 2021

*Annual Networking Party Hosted by EBEPC

February 17th, 2021
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Sponsored by: 
March 17th, 2021 - This meeting has been cancelled
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Sponsored by: 

Joint EPC Meeting *April*, 2021
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Presented by: 

Sponsored by: Dayna Wilson Real Estate Team @ Keller Williams Realty- - Dayna Wilson


May 19th, 2021

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Sponsored by:


June, 2021

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NO MEETINGS JULY & AUGUST

Get Directions To:
3287 Mount Diablo Boulevard
Lafayette CA 94549
USA