The Council meets at the Lafayette Park Hotel on the third Wednesday of each month, September through May, and a social event held different places in June. Members and their guests 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.
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Please click on the date below
to register for that meeting
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September 20th, 2017
"Elder Financial Abuse: How to Spot it, What to do About It"
Presented by: David G. Knitter, J.D.; Knitter & Knitter
October 18th, 2017
“Help Grieving Clients Overcome the Implementation Impasse”
Presented by: Gary P. Gardner, CFP, CeFT; Life Wealth Advisors, Inc.
Sponsored by: Elisabeth Andreason - - Morgan Stanley
November 15th, 2017
“Special Needs Planning”
Presented by:
Jon Elfin, MBA, CRPC; Sagemark Consulting
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Herb Thomas, Private Professional Fiduciary; Herb Thomas and Associates
Sponsored by: Greg Finn - - Fremont Bank
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Heb Thomas, Private Professional Fiduciary; Herb Thomas and Associates
Herb Thomas, Private Professional Fiduciary; Herb Thomas and Associates
NO DECEMBER MEETING
January 11, 2018 6:00pm to 8:00pm
*Annual Joint Event Hosted by TVEPC
"Recent Developments in Estate and Gift Tax"
Presented by: Kyle C. Martin, Supervisory Attorney (Estate Tax); Internal Revenue Service
January 22, 2018 5:30pm to 7:30pm
*Annual Networking Party Hosted by EBEPC
Join Us For Great Company, Refreshments and Hors D’ Oeuvres
Bring Business Cards For Networking & Many Fabulous Door Prizes Drawings at 6:00pm and 7:00pm
February 21st, 2018
“Update on H.R. 1 The Tax Cuts and Jobs Act”
Presented by: Ray Evans, CPA; RINA Accountancy Corporation
March 21st, 2018
“Top 5 Business Succession Surprises”
Presented by:John O’Dea, CLU, CExP; Summit Financial Group, LLC
Joint EPC Meeting April 25th, 2018
“Common U.S. International Tax Issues for Individuals”
etails Coming Soone Veterans Memorial Building
3780 Mt. Diablo Blvd.
Lafayette, CA 94549
6pm to 8pm
Lafayette Veterans Memorial Building
3780 Mt. Diablo Blvd.
Lafayette, CA 94549
6pm to 8pm
NO MEETINGS JULY & AUGUST
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