PO Box 245, Walnut Creek, CA 94596
T: (925) 778-1165 | F: (925) 778-1163 | E: EPCDiabloValley@gmail.com
Wednesday, March 20, 2024
Presented by:
Matthew Brady, J.D.
Managing Director/Regional Market Manager, Citi Private Bank
-and-
Karen Sugihara, J.D.
Senior Vice President, Regional Fiduciary Manager, BNY Mellon
A Special Thanks to Our Event Sponsor
Joseph J. Blake & Associates
Brian Rapela, MAI
Managing Partner
brapela@josephjblake.com
925-482-1370
www.josephjblake.com
NEW LOCATION
THE GARDEN
1719 Bonanza St,
Walnut Creek, CA
Nearest parking garage is the North Locust St. Parking Garage at 1625 Locust St.
5:30pm
Networking &
Reception
6:30pm
Buffet Dinner
6:45pm
Welcome &
Announcements
7:00pm
Speaker Presentation
8:00pm
Meeting Close
Please note all reservations
& cancellations MUST be
made no later than 2pm
the Friday before
the monthly meeting.
Refunds will not be
granted to cancellations
that are received thereafter.
All cancellation requests need to be made in writing to
EPCDiabloValley@gmail.com
$90 ($100 after 3/15)
Guest Advance Cost:
$110 ($120 after 3/15)
JOIN EPCDV TODAY!
RENEW YOUR MEMBERSHIP TODAY
BECOME A SPONSOR/PARTNER
Presentation Summary:
This presentation addresses how clients can protect themselves in times of uncertainty in the financial world, with the banking failures early in 2023 as a prime example. Part of the exercise is to identify accurately where risks lie, which are not always in the areas clients might expect, with discussion of steps clients can take to preserve their financial security.
Learning Objectives:
About Our Speakers:
Matt Brady, a frequent speaker and writer on wealth management topics, is an attorney who has been active in financial services for over 20 years. He has led substantial family office groups and wealth planning teams, and currently is regional manager for the High Net Worth group at Citi Private Bank. Before joining Citi Matt led the San Francisco and surrounding market for the Wells Fargo Private Bank. Matt is a graduate, with honors, from Princeton University and has a J.D. degree from Stanford Law School, where he was a note editor of the Stanford Law Review.
Karen Sugihara leads BNY Mellon’s fiduciary business on the West Coast. She is a frequent speaker on fiduciary topics at conferences such as California Lawyers Association, Hawaii Tax Institute and the Kasner Symposium. Prior to joining BNY Mellon Karen was the Regional Fiduciary Manager for Wells Fargo Private Bank, overseeing their trust business in the Bay Area. Karen practiced trusts & estates law in Los Angeles and attained an AV-Preeminent rating. She holds a B.S. degree from UC Riverside and a J.D. degree from Pepperdine University School of Law.
Special Thanks to our Member Supporters
C. Joseph Doherty, Esq.
Gagen McCoy
Robert Gewecke, CFP® BMO Private Wealth
Heather Hamilton Fiduciary Accounting Services, LLC
Absolute Trust Counsel
Kyle Johnston, Esq.
Bank of America Private Bank
Art Lotti
Custom Moving & Hauling
Ron Melvin
Keller Williams Realty
Elizabeth Mintzer, CFP® Rainer Wealth Management
Stacie Nelson, Esq. Holland and Knight
Lawrence Olin, CFP®, The Olin Financial Group
Frank Paré, CFP®, ChSNC®
PF Wealth Management
Bert Payne, CPA, FCA, CGMA Insurance Review Services
Lisa Soloway, CLPF Soloway Fiduciaries, Inc.
Tiffany Sutton-McFarland
Compass
Michael Strohl, CFP®
Open Advisors
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
Upcoming Events
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