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• 11/4/26 EPCDV Networking Event @ Headlands Brewery from 4pm to 6pm

  • When
    Wednesday, November 04, 2026
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    34
  • Registered
    26 registrants

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  T: (925) 778-1165   |   www.epcdv.org  |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, November 4, 2026 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 Event Sponsor Tiffany Sutton REALTOR® | DRE# 02048623 tiffany@therealtortiff.com (925) 854-8079  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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• 12/2/26 EPCDV Networking Event @ Headlands Brewery from 4pm to 6pm

  • When
    Wednesday, December 02, 2026
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    59
  • Registered
    1 registrant

  Register

  T: (925) 778-1165   |   www.epcdv.org  |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, December 2, 2026 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.* 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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• 1/20/27 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club from 6pm to 8pm

  • When
    Wednesday, January 20, 2027
  •  
    6:00 PM - 8:00 PM
  • Location
    Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
  • Spaces left
    51
  • Registered
    2 registrants

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  A Special Thanks to Our Event Sponsor

  Lisa Zaragoza

  Heisler Zaragoza

  925.386.6885

  lisa@hzllp.com

  
  

  LOCATION

  Orinda Country Club

  315 Camino Sobrante, Orinda, CA 94563 

  
  

  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

  _______________

  
  

  Member Registration (through 1/18)	$95 / ($105 after 1/18)
  Guest Registration (through 1/18)	$115 / ($125 after 1/18)

  _______________
  

  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

  

  Show details
• 2/3/27 EPCDV Networking Event @ Headlands Brewery from 4pm to 6pm

  • When
    Wednesday, February 03, 2027
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    60
  • Registered
    Be the first

  Register

  T: (925) 778-1165   |   www.epcdv.org  |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, February 3, 2027 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.* 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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• 2/17/27 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club from 6pm to 8pm

  • When
    Wednesday, February 17, 2027
  •  
    6:00 PM - 8:00 PM
  • Location
    Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
  • Spaces left
    52
  • Registered
    1 registrant

  Register

  

  When Liquidity Changes Everything: Estate Planning & Family Enterprise Strategy

  
  

  presented by:

  Sara Dorosti,

  Director and Wealth Strategies Advisor

  Bank of America

  
  

  

  Sara Dorosti is a Director and Wealth Strategies Advisor with Bank of America. She is a former practicing attorney who focused on tax matters, estate planning and administration, and charitable planning. She joined Bank of America in October 2024.

  Sara has over 16 years experience in the financial industry working with financial advisors and their Ultra High-Net worth clients to integrate wealth transfer planning into the overall wealth management experience. She will continue this work by delivering wealth transfer planning strategies leveraging Trust Solutions to aid clients in implementing their plans.

  Sara lives in the East Bay, CA with her husband and two children. She is fluent in German, Farsi and Danish.

  

  A Special Thanks to Our Event Sponsor

  

  Philip Crosby

  Stratagem LLP

  510.378.0945

  pcrsoby@stratagemcounsel.com

  
  

  
  

  LOCATION

  Orinda Country Club

  315 Camino Sobrante, Orinda, CA 94563 

  
  

  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

  _______________

  
  

  Member Registration (through 2/15)	$95 / ($105 after 2/15)
  Guest Registration (through 2/15)	$115 / ($125 after 2/15)

  _______________
  

  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

  

  Show details
• 3/3/27 EPCDV Networking Event @ Headlands Brewery from 4pm to 6pm

  • When
    Wednesday, March 03, 2027
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    60
  • Registered
    Be the first

  Register

  T: (925) 778-1165   |   www.epcdv.org  |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, March 3, 2027 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.* 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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• 3/17/27 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club from 6pm to 8pm

  • When
    Wednesday, March 17, 2027
  •  
    6:00 PM - 8:00 PM
  • Location
    Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
  • Spaces left
    53
  • Registered
    Be the first

  Register

  

  
  

  LOCATION

  Orinda Country Club

  315 Camino Sobrante, Orinda, CA 94563 

  
  

  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

  _______________

  
  

  Member Registration (through 3/15)	$95 / ($105 after 3/15)
  Guest Registration (through 3/15)	$115 / ($125 after 3/15)

  _______________
  

  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

  

  Show details
• 4/7/27 EPCDV Networking Event @ Headlands Brewery from 4pm to 6pm

  • When
    Wednesday, April 07, 2027
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    60
  • Registered
    Be the first

  Register

  T: (925) 778-1165   |   www.epcdv.org  |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, April 7, 2027 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.* 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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• 4/21/27 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club from 6pm to 8pm

  • When
    Wednesday, April 21, 2027
  •  
    6:00 PM - 8:00 PM
  • Location
    Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
  • Spaces left
    51
  • Registered
    2 registrants

  Register

  

  
  

  A Special Thanks to Our Event Sponsor

  
  

  

  Art Lotti

  Custom Moving Solutions

  925.895.4411

  info@custom-movers.com

  
  

  A Special Thanks to our Cocktail Sponsor

  
  

  
  

  
  

  Tiffany Sutton

  REALTOR® | DRE# 02048623

  tiffany@therealtortiff.com

  (925) 854-8079 

  
  

  
  

  
  

  LOCATION

  Orinda Country Club

  315 Camino Sobrante, Orinda, CA 94563 

  
  

  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

  _______________

  
  

  Member Registration (through 4/19)	$95 / ($105 after 4/19)
  Guest Registration (through 4/19)	$115 / ($125 after 4/19)

  _______________
  

  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

  

  Show details
• 5/5/27 EPCDV Networking Event @ Headlands Brewery from 4pm to 6pm

  • When
    Wednesday, May 05, 2027
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    60
  • Registered
    Be the first

  Register

  T: (925) 778-1165   |   www.epcdv.org  |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, May 5, 2027 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.* 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

  
  

  Show details
• 5/19/27 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club from 6pm to 8pm

  • When
    Wednesday, May 19, 2027
  •  
    6:00 PM - 8:00 PM
  • Location
    Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
  • Spaces left
    51
  • Registered
    2 registrants

  Register

  

  A SPECIAL THANKS TO OUR MEETING SPONSORS

  Mark Unger & Matt Schmelzer, CFA

  MSU Fiduciary Partners

  mark@msufp.com       matthew@msufp.com

  510.918.3734                     925.259.7759

  www.msufiduciarypartners.com

  
  

  LOCATION

  Orinda Country Club

  315 Camino Sobrante, Orinda, CA 94563 

  
  

  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

  _______________

  
  

  Member Registration (through 5/17)	$95 / ($105 after 5/17)
  Guest Registration (through 5/17)	$115 / ($125 after 5/17)

  _______________
  

  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

  

  Show details
• 6/2/27 EPCDV Networking Event @ Headlands Brewery from 4pm to 6pm

  • When
    Wednesday, June 02, 2027
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    60
  • Registered
    Be the first

  Register

  T: (925) 778-1165   |   www.epcdv.org  |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, June 2, 2027 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.* 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

  
  

  Show details