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
September 16th, 2020
"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

"Handling Disputes to Fiduciary Accountings"
Presented by: David Little and Ryan Szczepanik
Hartog, Baer & Hand
Sponsored by: Fiduciary Accounting Services, LLC - - Heather Hamilton


November 18th, 2020

"Advance Directives and POLST, what you need to know…and do."
Presented by: Russ Granich, MD; Hospice of the East Bay and Palliative Care of the East Bay


NO DECEMBER MEETING


"Spotlight on Professional Responsibility & Technology During Covid-19: What Every Legal Team Needs to Know"
Presented by: Nicole Clark and Michael Swarz; Trellis Research
Sponsored by: Open Advisors - - Michael Strohl, CFP®

March 17th, 2021 - This meeting has been cancelled
Check back soon for more details
Sponsored by: 

Joint EPC Meeting *April*, 2021
Check back soon for more details
Presented by: 

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


May 19th, 2021

Check back soon for more details
Sponsored by:


June, 2021

Check back soon for more details


NO MEETINGS JULY & AUGUST
Get Directions To:
3287 Mount Diablo Boulevard
Lafayette CA 94549
USA