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• 2/5/25 EPCDV Networking Event

  • When
    Wednesday, February 05, 2025
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    16
  • Registered
    24 registrants

  Register

  PO Box 245, Walnut Creek, CA 94596 T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, February 5, 2024 4pm to 6pm Join EPCDV for a complimentary networking event at Headlands Brewery in Lafayette, CA. There is no cost to attend. Members will be provided 1 complimentary drink ticket. A Special Thanks to Our Sponsor Nicholas Landaker (707) 210-7003 nlandaker@thekey.com BECOME AN EPCDV MEMBER TODAY RENEW YOUR MEMBERSHIP TODAY BECOME A SPONSOR/PARTNER CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS Estate Planning Council Diablo Valley | EPCDV.org

  
  

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• 2/19/25 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting ORINDA COUNTRY CLUB

  • When
    Wednesday, February 19, 2025
  •  
    5:30 PM - 8:00 PM
  • Location
    Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
  • Registered
    13 registrants

  Register

  

  “Why Can’t We All Just Get Along?”

  Communicating the “Why”

  Behind the Estate Plan

  _______________
  

  
  

  A Special Thanks to Our Event Sponsor
  
  Robert Gewecke, CFP®

   Private Wealth Advisor
   robert.gewecke@bmo.com
  (925) 542-4584

  _______________
  

  Presentation Summary:

  Research conducted by The Williams Group on 3250 families of wealth around the world showed that most families have excellent estate, trust and wealth preservation plans in place, but if you define plan success by whether wealth remained in control of the family by the end of the second generation, only 30% of those plans will succeed. How do we increase the odds that our client’s plans will be successful?  Families have the best chance of successful transition when information is shared about values, expectations, and responsibilities.  The family learns together through focused, trusting, and productive family meetings. They communicate the “why” behind the estate plan.  This session will provide a framework for conducting successful family meetings.

  
  

  About Our Speakers:

  Leila Francis, National Head, Fiduciary Advisory Services, BMO Private Bank, serves as a fiduciary professional and advisor in the areas of tax, trust and estate planning and administration.  She provides customized advice to integrate her client’s objectives to achieve their tax, legacy, and overall estate planning goals.  She joined the organization in 2014 and has over 25 years of experience, including 16 years in private practice and 6 years as in-house counsel before joining BMO Private Bank.  Leila received her B.S. in Accounting from the University of Illinois, and J.D. from the DePaul University College of Law in Chicago.  

  Amy Takeuchi Wanlass, Senior Director, Family Office Planning, BMO Family Office.  Amy recently joined BMO Family Office with over a decade of experience in delivering estate planning and tax advice, as well as financial planning services.  Prior to joining BMO, Amy worked at Northern Trust as a Senior Wealth Advisor and Wells Fargo as a Senior Wealth Planner.  Amy was also previously a practicing trusts and estates attorney at nationally recognized law firms including Venable LLP and Mitchell Silberberg and Knupp LLP.  Amy holds a J.D. from the UCLA School of Law, as well as a B.A. in History and Theater from UC Davis.

  Michele Anderson, Director, Trust Administration, BMO Private Bank, specializes in understanding and providing customized trust and estate administration for high-net-worth individuals and families in Northern California, and orchestrating the delivery of customized solutions to meet overall financial, wealth management and philanthropic goals.  She joined the organization in 2018 with 32 years of experience, including management of the trust department for a community bank.  Michele received her B.S. Degree in Business Administration from the University of Illinois and is a Certified Trust and Financial Advisor (CTFA) professional. 

  NEW LOCATION

  Orinda Country Club

  315 Camino Sobrante, Orinda, CA 94563 

  
  

  5:30 PM	Check In, Networking & Cocktail Reception  *CASH ONLY BAR*
  6:30 PM	Sit Down Plated Dinner
  6:45 PM	Welcome & Announcements (thru 9/16/24)
  7:00 PM	Speaker Presentation
  8:00 PM	Meeting Close - Feel Welcome to Stay and Network

  
  

  Member Registration (through 2/17)	$90 / ($100 after 2/17)
  Guest Registration (through 2/17)	$110 / ($120 after 2/17)

  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

  
  

  JOIN EPCDV TODAY!

  RENEW YOUR MEMBERSHIP NOW

  BECOME A SPONSOR/PARTNER

  
  

  Complimentary Networking Event @ Headlands Brewery

  Wednesday, March 5, 2024 from 4pm to 6pm

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• 3/5/25 EPCDV Networking Event

  • When
    Wednesday, March 05, 2025
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    38
  • Registered
    2 registrants

  Register

  PO Box 245, Walnut Creek, CA 94596 T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, March 5, 2024 4pm to 6pm Join EPCDV for a complimentary networking event at Headlands Brewery in Lafayette, CA. There is no cost to attend. Members will be provided 1 complimentary drink ticket. A Special Thanks to Our Sponsor Tiffany Sutton Realtor, Senior Certified Agent, Probate/Trust Certified Agent tiffany@therealtortiff.com BECOME AN EPCDV MEMBER TODAY RENEW YOUR MEMBERSHIP TODAY BECOME A SPONSOR/PARTNER CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS Estate Planning Council Diablo Valley | EPCDV.org

  
  

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