Upcoming Events

    • Wednesday, February 15, 2023
    • 4:00 PM - 6:00 PM
    • ZOOM
    Register



    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!



    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 | American Banker

    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


    • Wednesday, March 01, 2023
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    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 

    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


    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


    • Wednesday, March 15, 2023
    • 4:00 PM - 6:00 PM
    • ZOOM
    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!



    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


    • Wednesday, April 05, 2023
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    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 

    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


    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


    • Wednesday, April 19, 2023
    • 4:00 PM - 6:00 PM
    • 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!



    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


    • Thursday, May 04, 2023
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    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 

    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


    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


    • Wednesday, June 07, 2023
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    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


    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


Past Events

Wednesday, February 01, 2023 2/1/23 EPCDV Networking Event
Wednesday, January 18, 2023 1/18/23 EPCDV General Meeting
Wednesday, January 11, 2023 Date Changed 1/11/23 EPCDV Networking Event
Wednesday, December 07, 2022 12/7/22 EPCDV Networking Event
Wednesday, November 16, 2022 11/16/22 EPCDV General Meeting
Wednesday, November 02, 2022 11/2/22 EPCDV Networking Event
Wednesday, October 19, 2022 10/19/22 EPCDV General Meeting
Wednesday, October 12, 2022 10/12/22 EPCDV Networking Event
Wednesday, September 21, 2022 9/21/22 EPCDV General Meeting

The Council typically meets at the on the third Wednesday of each month, September through May unless noted otherwise*. Members and their guests enjoy a relevant speaker in the field of Estate Planning.

ZOOM Schedule
4:00pm- Networking
4:25pm- Welcome/Announcements and Message from the Sponsor and Attendee Introductions
4:45pm- Speaker Presentation
6:00pm- Meeting Close

IN PERSON Schedule
6:00pm- Networking
6:30pm- Dinner, Welcome/Announcements and Message from the Sponsor & Attendee Introductions
7:00pm Speaker Presentation
8:00pm- Meeting Close


PLEASE MARK YOUR CALENDARS FOR THESE UPCOMING EVENTS

November 16, 2022- TBA In Person/Virtual

January 18, 2023- TBA In Person/Virtual

February 15, 2023- TBA In Person/Virtual
March 15, 2023- TBA In Person/Virtual

April 19, 2023- TBA In Person/Virtual

May 17, 2023 - TBA In Person/Virtual

In addition to the CLE programs exciting networking events are being planned and will be scheduled/announced soon.


Powered by Wild Apricot Membership Software