Welcome to the Estate Planning Council of Diablo Valley
The Estate Planning Council of Diablo Valley was founded over 50 years ago with over 60 members and a vision. Our mission is to provide opportunities for the practitioners of multiple disciplines to meet for education designed to improve the level of proficiency regarding estate planning, as well as to foster relationships. The Council meets on the third Wednesday of each month, September through May unless otherwise indicated. Members and their guests enjoy dinner and a relevant speaker in the field of Estate Planning. | Featured Member |
Our Sponsors |
Upcoming Events
-
Wednesday, January 15, 2025 5:30 PM • Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
-
Wednesday, February 05, 2025 4:00 PM • 3420 Mt Diablo Blvd, Lafayette, CA 94549
-
Wednesday, February 19, 2025 5:30 PM • Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
Special Thanks to our Member Supporters
C. Joseph Doherty, Esq. Gagen McCoy Robert Gewecke, CFP® Heather Hamilton
Kirsten Howe, Esq.
Absolute Trust Counsel Kyle Johnston, Esq. Bank of America Private Bank Art Lotti Custom Moving & Hauling | Ron Melvin Elizabeth Mintzer, CFP® Rainer Wealth Management Stacie Nelson, Esq. Holland and Knight Lawrence Olin, CFP®
Frank Paré, CFP®, ChSNC®
PF Wealth Management
Withbert Payne, CA, CGMA, FCA (England & Wales)
Insurance Review Services
Lisa Soloway, CLPF | Michael Strohl, CFP® Open Advisors Karen Sugihara, J.D. BNY Mellon Compass Steve Way, CLU®, ChFC® Way Financial Matt Weaver, CFA Fremont Bank Christina Weed, Esq., LL.M. (Taxation) Weed Law Group, PC Will Wollesen, Esq. Hall Law Group LLP |