1/21/26 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club

  • Wednesday, January 21, 2026
  • 6:00 PM - 8:00 PM
  • Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563

Registration

  • Active Member of EPC Diablo Valley

Register

"Financial Crimes"

A Special Briefing for Estate Planning Council of Diablo Valley Members

Presented by:

Shawn Bradstreet

Special Agent in Charge, San Francisco Field Office,

U.S. Secret Service

PROGRAM OVERVIEW

Today, in addition to protecting the U.S. President, Vice President and other World Leaders, the U.S. Secret Service conducts global investigations into crimes against the financial infrastructure of the United States. This includes traditional threats like counterfeiting of U.S. currency, forgery or theft of U.S. Treasury bonds, credit card fraud, and identify fraud but their focus continues to evolve to protect U.S. Citizens and investors from online threats including Ransom Ware, Crypto Currency Scams, Cyber Fraud and cutting edge attacks with names as ominous as “Pig Butchering.”

The Estate Planning Council of Diablo Valley is extremely proud to feature Shawn Bradstreet, U.S. Secret Service Special Agent In Charge, San Francisco Field Office, at our January 21, 2026 meeting at Orinda Country Club. Mr. Bradstreet will provide in-depth insights into current threats and actionable ideas on how we can continue to serve our client base and protect their assets. In addition, Mr. Bradstreet will share local San Francisco Bay Area case studies and recovery efforts for those affected by financial crimes.

ABOUT OUR SPEAKER

Shawn Bradstreet is the US Secret Service Special Agent in Charge at the San Francisco Field Office. In this capacity, Mr. Bradstreet is the supervisor of the San Francisco Electronic Crimes Task Force and previously supervised the Bay Area Financial Crimes Task Force. Mr. Bradstreet is a 24-year veteran of the U.S. Secret Service.

Mr. Bradstreet started his career as a Uniform Division Officer at the White House Branch. He transferred to the New York Field Office serving on the New York Electronic Crimes Task Force, Financial Crimes Squad, Counterfeit Section, and the Protection squad. Mr. Bradstreet relocated back to Washington, D.C. where he served on the Presidential Protective Division under Former President George W. Bush and President Barack H. Obama. Mr. Bradstreet most recently served a three year assignment in the Criminal Investigative Division at Secret Service Headquarters in Washington D.C. Mr. Bradstreet is a native of Northern Maine and received a Bachelor of Arts in Criminal Justice at Cedarville University in Ohio and a Masters Degree in Securities Studies at the Naval Post Graduate School, Homeland Defense and Security.

LEARNING OBJECTIVES

  1. Principles of risk and insurance
  2. Analysis and evaluation of risk exposures
  3. Crisis events with severe consequences


A SPECIAL THANKS TO OUR EVENT SPONSOR




Philip Crosby

Attorney

510.378.0945

pcrosby@stratagemcounsel.com




 6:00 PM

Check In, Networking & Cocktail Reception 

*CASH ONLY BAR*

 6:30 PM Sit Down Plated Dinner
 6:45 PM Welcome & Announcements
 7:00 PM Speaker Presentation
 8:00 PM

Meeting Close Feel Welcome to Stay and Network

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 Member Registration (through 1/19)  $95 / ($105 after 1/19)
 Guest Registration (through 1/19)  $115 / ($125 after 1/19)

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Please note all reservations & cancellations MUST be made no later than 2pm the Monday before the 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


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