Upcoming Events

  • 7/5/23 EPCDV Networking Event

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


    Show details

  • 8/2/23 EPCDV Networking Event

    • Wednesday, August 02, 2023
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    • 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 

    Wednesday, August 2, 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


    Show details

  • 9/6/23 EPCDV Networking Event

    • Wednesday, September 06, 2023
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    • 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 

    Wednesday, September 6, 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


    Show details

  • 10/4/23 EPCDV Networking Event

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

    Wednesday, October 4, 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


    Show details

  • 11/1/23 EPCDV Networking Event

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

    Wednesday, November 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


    Show details

  • 12/6/23 EPCDV Networking Event

    • Wednesday, December 06, 2023
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    • 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 

    Wednesday, December 6, 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


    Show details

  • 1/3/24 EPCDV Networking Event

    • Wednesday, January 03, 2024
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    • 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 

    Wednesday, January 3, 2024

    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


    Show details

  • 2/7/24 EPCDV Networking Event

    • Wednesday, February 07, 2024
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    • 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 

    Wednesday, February 7, 2024

    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


    Show details

  • 3/6/24 EPCDV Networking Event

    • Wednesday, March 06, 2024
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    • 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 

    Wednesday, March 6, 2024

    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


    Show details

  • 4/3/24 EPCDV Networking Event

    • Wednesday, April 03, 2024
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    • 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 

    Wednesday, April 3, 2024

    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


    Show details

  • 5/1/24 EPCDV Networking Event

    • Wednesday, May 01, 2024
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    • 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 

    Wednesday, May 1, 2024

    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


    Show details

  • 6/5/24 EPCDV Networking Event

    • Wednesday, June 05, 2024
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    • 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 

    Wednesday, June 5, 2024

    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


    Show details

Past Events

Wednesday, June 07, 2023 6/7/23 EPCDV Networking Event
Wednesday, May 17, 2023 5/17/23 Estate Planning Council of Diablo Valley IN PERSON Meeting
Wednesday, May 03, 2023 5/3/23 EPCDV Networking Event
Wednesday, April 19, 2023 4/19/23 Estate Planning Council of Diablo Valley IN PERSON Joint Council Meeting
Wednesday, April 05, 2023 4/5/23 EPCDV Networking Event
Wednesday, March 15, 2023 3/15/23 EPCDV General Meeting
Wednesday, March 01, 2023 3/1/23 EPCDV Networking Event
Wednesday, February 15, 2023 2/15/23 EPCDV General Meeting
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.


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