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• 2/15/23 EPCDV General Meeting

  • When
    Wednesday, February 15, 2023
  •  
    4:00 PM - 6:00 PM
  • Location
    ZOOM
  • Registered
    13 registrants

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  PO Box 245, Walnut Creek, CA 94596 T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com February 15, 2023 "A Return to an Asset Friendly Economy in 2023" Presented by: Gary Schlossberg,  Wells Fargo Investment Institute Interested in Sponsoring this Event? CLICK HERE ZOOM WEBINAR February 15, 2023 4:00pm- Networking 4:25pm- Welcome & Announcements  4:45pm- Speaker Presentation 6:00pm - Meeting Close Member Cost: $20 Guest Cost: $30 Please note all reservations and cancellations MUST be made no later than 2pm the day of the monthly meeting. Refunds will not be granted to cancellations that are received after February 13th at 2pm. All cancellation requests need to be made in writing to EPCDiabloValley@gmail.com JOIN EPCDV TODAY! RENEW YOUR MEMBERSHIP TODAY BECOME A SPONSOR/PARTNER Presentation Summary: The discussion will provide our thinking on the economic outlook, the risk of a recession and its implications for inflation, monetary policy and interest rates. Included in the outlook will be a discussion of the midterm elections and how it might affect the economic and investment outlook, along with other economic and geopolitical risks capable of producing an unexpectedly mild or deeper-than-expected recession. We also will discuss the implications of that outlook for the stock and bond markets, equity and fixed-income strategy.    About Our Speaker: Gary Schlossberg is a global strategist for Wells Fargo Investment Institute (WFII), a subsidiary of Wells Fargo Bank, N.A., serving Wealth and Investment Management and Wells Fargo Advisors. Mr. Schlossberg is responsible for identifying global macroeconomic and political trends, their impacts on financial markets, and their potential opportunities and risks for investment portfolios. Prior to joining WFII, Mr. Schlossberg worked as a senior economist with Wells Fargo Asset Management, the bank’s institutional investment manager, and in the bank’s Economics Department. He began his career as a researcher with the U.S. Treasury Department and the Federal Reserve Board. Learning Objectives Understanding and interpreting the drivers of economic growth and recessions. Understanding how interest rates are determined by monetary policy, inflation and other economic forces. How economic forces help drive stock and bond market performance and their role in the outlook for both assets in the coming year. Special Thanks to our Member Supporters C. Joseph Doherty  Gagen McCoy Heather Hamilton  Fiduciary Accounting Services, LLC Kirsten Howe, Esq.   Absolute Trust Counsel Kyle Johnston, Esq.  Bank of America Private Bank Michael Low  Doyle Low LLP Elizabeth Mintzer, CFP®  Rainer Wealth Management Stacie Nelson, Esq.  Holland and Knight Bert Payne, CPA, CGMA  Insurance Review Services Lisa Soloway  Soloway Fiduciaries, Inc. Tiffany Sutton-McFarland  Compass Steve Way, CLU®, ChFC®  Way Financial Estate Planning Council Diablo Valley | EPCDV.org

  
  

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• 3/1/23 EPCDV Networking Event

  • When
    Wednesday, March 01, 2023
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Registered
    Be the first

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  PO Box 245, Walnut Creek, CA 94596 T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  March 1, 2023 4pm to 6pm Join EPCDV for a complimentary networking event at Headlands Brewery in Lafayette, CA. There is no cost to attend, and members will be provided 1 complimentary drink ticket. BECOME AN EPCDV MEMBER TODAY RENEW YOUR MEMBERSHIP TODAY BECOME A SPONSOR/PARTNER Special Thanks to our Member Supporters  Kirsten Howe, Esq.  Absolute Trust Counsel Heather Hamilton Fiduciary Accounting Services, LLC Michael Low Doyle Low LLP Kyle Johnston, Esq. Bank of America Private Bank Elizabeth Mintzer, CFP® Rainer Wealth Management Stacie Nelson, Esq. Holland and Knight Lisa Soloway Soloway Fiduciaries, Inc. Steve Way, CLU®, ChFC® Way Financial Bert Payne, CPA, CGMA Insurance Review Services Estate Planning Council Diablo Valley | EPCDV.org

  
  

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• 3/15/23 EPCDV General Meeting

  • When
    Wednesday, March 15, 2023
  •  
    4:00 PM - 6:00 PM
  • Location
    ZOOM
  • Registered
    Be the first

  Register

  
  

  PO Box 245, Walnut Creek, CA 94596 T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com March 15, 2023 "Resolving Conflicts in Your Professional and Personal Lives" Presented by: Ken Strongman, JD, MBA Interested in Sponsoring this Event? CLICK HERE ZOOM WEBINAR March 15, 2023 4:00pm- Networking 4:25pm- Welcome & Announcements  4:45pm- Speaker Presentation 6:00pm - Meeting Close Member Cost: $20 Guest Cost: $30 Please note all reservations and cancellations MUST be made no later than 2pm the day of the monthly meeting. Refunds will not be granted to cancellations that are received after February 13th at 2pm. All cancellation requests need to be made in writing to EPCDiabloValley@gmail.com JOIN EPCDV TODAY! RENEW YOUR MEMBERSHIP TODAY BECOME A SPONSOR/PARTNER Presentation Summary: Conflicts can occur when people disagreeing with each other seem unable to find a reasonable compromise. The roots of these disagreements can arise from many sources, including differences in personality, values, and perceptions. In your professional and personal life, you need to handle the differences that arise between people. Conflicts may be minor or they may fester into something that may requiring intervention by a mediator or the Court. The presentation will cover: What is conflict? The two reasons for human actions The ingredients of conflict Dealing with anger Tools for resolving conflict About Our Speaker: As a professional Mediator and Arbitrator since 2004, Ken Strongman works to unite people into purposeful and unified directions, actions, and efforts by getting under surface appearances. Ken’s overarching purpose is to leave the disputing parties in a better position than when they came to him. By doing so, he facilitates the parties in developing their unique solutions.  Over the years, he has conducted multiple mediations in the Trust and Estates field. This includes pre-litigation mediations, court ordered mediations and appellant mediations. He believes that “Mediation is conflict at its best.” Learning Objectives Nature and ingrediencies of conflicts. Listening skills to better resolve conflicts. How to take the lead in resolving conflicts Special Thanks to our Member Supporters C. Joseph Doherty  Gagen McCoy Heather Hamilton  Fiduciary Accounting Services, LLC Kirsten Howe, Esq.   Absolute Trust Counsel Kyle Johnston, Esq.  Bank of America Private Bank Michael Low  Doyle Low LLP Elizabeth Mintzer, CFP®  Rainer Wealth Management Stacie Nelson, Esq.  Holland and Knight Bert Payne, CPA, CGMA  Insurance Review Services Lisa Soloway  Soloway Fiduciaries, Inc. Tiffany Sutton-McFarland  Compass Steve Way, CLU®, ChFC®  Way Financial Estate Planning Council Diablo Valley | EPCDV.org

  
  

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• 4/5/23 EPCDV Networking Event

  • When
    Wednesday, April 05, 2023
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Registered
    Be the first

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  PO Box 245, Walnut Creek, CA 94596 T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  April 5, 2023 4pm to 6pm Join EPCDV for a complimentary networking event at Headlands Brewery in Lafayette, CA. There is no cost to attend, and members will be provided 1 complimentary drink ticket. BECOME AN EPCDV MEMBER TODAY RENEW YOUR MEMBERSHIP TODAY BECOME A SPONSOR/PARTNER Special Thanks to our Member Supporters  Kirsten Howe, Esq.  Absolute Trust Counsel Heather Hamilton Fiduciary Accounting Services, LLC Michael Low Doyle Low LLP Kyle Johnston, Esq. Bank of America Private Bank Elizabeth Mintzer, CFP® Rainer Wealth Management Stacie Nelson, Esq. Holland and Knight Lisa Soloway Soloway Fiduciaries, Inc. Steve Way, CLU®, ChFC® Way Financial Bert Payne, CPA, CGMA Insurance Review Services Estate Planning Council Diablo Valley | EPCDV.org

  
  

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• 4/19/23 EPCDV General Meeting

  • When
    Wednesday, April 19, 2023
  •  
    4:00 PM - 6:00 PM
  • Location
    ZOOM

  
  

  PO Box 245, Walnut Creek, CA 94596 T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com April 19, 2023 "2022 In Review: Please Hold While I Try That Amendment" Presented by:  Patrick A. Kohlmann, Esq.  Erin A. Norcia, Esq.  Jennifer F. Scharre, Esq.  Temmermen, Cilley & Kohlmann, LLP Interested in Sponsoring this Event? CLICK HERE ZOOM WEBINAR April , 2023 4:00pm- Networking 4:25pm- Welcome & Announcements  4:45pm- Speaker Presentation 6:00pm - Meeting Close Member Cost: $20 Joint Council Member and Guest Cost: $30 Please note all reservations and cancellations MUST be made no later than 2pm the day of the monthly meeting. Refunds will not be granted to cancellations that are received after February 13th at 2pm. All cancellation requests need to be made in writing to EPCDiabloValley@gmail.com JOIN EPCDV TODAY! RENEW YOUR MEMBERSHIP TODAY BECOME A SPONSOR/PARTNER Presentation Summary: Participants will learn about the new developments in California Trusts and Estates law that could impact their practice and create issues for their clients. The speakers will discuss these updates as well as best practices given these changes About Our Speakers: Patrick A. Kohlmann is the managing partner at Temmerman, Cilley, & Kohlmann. He specializes in the areas of estate and business planning, trust and decedent's estate administration, property tax planning, probate, conservatorships, and related trust and estate litigation. Patrick advises individuals and families in all aspects of wealth transfer planning, including tax-advantaged transfers of assets, multigenerational planning, the taxation of trusts and estates, and business succession counseling. Erin A. Norcia is a partner at Temmerman, Cilley & Kohlmann, LLP. She joined the firm in 2005. Ms. Norcia's practice focuses on trust, probate, and conservatorship litigation, including but not limited to will contests, trust contests, financial elder abuse, fiduciary removal and surcharge, accounting disputes, reformation, modification, and interpretation of estate planning documents, disputed real property claims, contested conservatorships, and related civil litigation. Ms. Norcia handles every stage of litigation, including pre-lawsuit negotiation, discovery, law and motion, mediation, arbitration, early neutral evaluation, trial, and appeal. Ms. Norcia is admitted to practice law in all superior courts of California, all appellate courts of California, the Supreme Court of California, and all federal district courts in California. Jennifer F. Scharre is a Partner with Temmerman, Cilley & Kohlmann, LLP in San Jose, California. Mrs. Scharre's practice includes estate planning, estate administration, beneficiary representations, conservatorship matters and guardianship matters. Her estate planning practice includes the preparation of revocable trusts, irrevocable trusts, and wills, as well as incapacity planning documents. Mrs. Scharre's trust and decedent's estate administration practice includes representation of trustees, personal representatives, and beneficiaries in all aspects of trust administration and probate including preparation of trust accountings and estate tax returns. Learning Objectives: Participants will learn about recent developments in the area of California Trusts and Estates law.  Participants will see how real world application of estate planning principles impact litigation. Participants will learn about new tax issues that may be relevant for their clients. Special Thanks to our Member Supporters C. Joseph Doherty  Gagen McCoy Heather Hamilton  Fiduciary Accounting Services, LLC Kirsten Howe, Esq.   Absolute Trust Counsel Kyle Johnston, Esq.  Bank of America Private Bank Michael Low  Doyle Low LLP Elizabeth Mintzer, CFP®  Rainer Wealth Management Stacie Nelson, Esq.  Holland and Knight Bert Payne, CPA, CGMA  Insurance Review Services Lisa Soloway  Soloway Fiduciaries, Inc. Tiffany Sutton-McFarland  Compass Steve Way, CLU®, ChFC®  Way Financial Estate Planning Council Diablo Valley | EPCDV.org

  
  

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• 5/3/23 EPCDV Networking Event

  • When
    Thursday, May 04, 2023
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Registered
    Be the first

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  PO Box 245, Walnut Creek, CA 94596 T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  May 3, 2023 4pm to 6pm Join EPCDV for a complimentary networking event at Headlands Brewery in Lafayette, CA. There is no cost to attend, and members will be provided 1 complimentary drink ticket. BECOME AN EPCDV MEMBER TODAY RENEW YOUR MEMBERSHIP TODAY BECOME A SPONSOR/PARTNER Special Thanks to our Member Supporters  Kirsten Howe, Esq.  Absolute Trust Counsel Heather Hamilton Fiduciary Accounting Services, LLC Michael Low Doyle Low LLP Kyle Johnston, Esq. Bank of America Private Bank Elizabeth Mintzer, CFP® Rainer Wealth Management Stacie Nelson, Esq. Holland and Knight Lisa Soloway Soloway Fiduciaries, Inc. Steve Way, CLU®, ChFC® Way Financial Bert Payne, CPA, CGMA Insurance Review Services Estate Planning Council Diablo Valley | EPCDV.org

  
  

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• 6/7/23 EPCDV Networking Event

  • When
    Wednesday, June 07, 2023
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Registered
    Be the first

  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  June 7, 2023 4pm to 6pm Join EPCDV for a complimentary networking event at Headlands Brewery in Lafayette, CA. There is no cost to attend, and members will be provided 1 complimentary drink ticket. BECOME AN EPCDV MEMBER TODAY RENEW YOUR MEMBERSHIP TODAY BECOME A SPONSOR/PARTNER Special Thanks to our Member Supporters  Kirsten Howe, Esq.  Absolute Trust Counsel Heather Hamilton Fiduciary Accounting Services, LLC Michael Low Doyle Low LLP Kyle Johnston, Esq. Bank of America Private Bank Elizabeth Mintzer, CFP® Rainer Wealth Management Stacie Nelson, Esq. Holland and Knight Lisa Soloway Soloway Fiduciaries, Inc. Steve Way, CLU®, ChFC® Way Financial Bert Payne, CPA, CGMA Insurance Review Services Estate Planning Council Diablo Valley | EPCDV.org

  
  

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