November Event Hosted by
Tri-Valley Estate Planning Council


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Upcoming Events

  • 12/4/24 EPCDV Networking Event

    • Wednesday, December 04, 2024
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    • 24 registrants
    Register

    650

    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 4, 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

    UBS logo, to home page

    Nick Prieto, CFA, CFP(R), CRPS

    650.289.7013

    nick.prieto@ubs.com

    BECOME AN EPCDV MEMBER TODAY



    CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS

    Estate Planning Council Diablo Valley | EPCDV.org


    Show details

Past Events

Wednesday, November 06, 2024 11/6/24 EPCDV Networking Event
Wednesday, October 16, 2024 10/16/24 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting NEW LOCATION - Orinda Country Club
Wednesday, October 02, 2024 10/2/24 EPCDV Networking Event
Wednesday, September 18, 2024 9/18/24 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting NEW LOCATION - Orinda Country Club
Wednesday, September 04, 2024 9/4/24 EPCDV Networking Event
Wednesday, August 07, 2024 8/7/24 EPCDV Networking Event
Wednesday, June 05, 2024 6/5/24 EPCDV Networking Event
Wednesday, May 15, 2024 5/15/24 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting
Wednesday, May 01, 2024 5/1/24 EPCDV Networking Event
Wednesday, April 17, 2024 4/17/24 Estate Planning Council of Diablo Valley JOINT COUNCIL Dinner Meeting
Wednesday, April 03, 2024 4/3/24 EPCDV Networking Event
Wednesday, March 20, 2024 3/20/24 Estate Planning Council of Diablo Valley *NEW LOCATION* IN PERSON Dinner Meeting
Wednesday, March 06, 2024 3/6/24 EPCDV Networking Event
Wednesday, February 21, 2024 2/21/24 Estate Planning Council of Diablo Valley *NEW LOCATION* IN PERSON Dinner Meeting
Wednesday, February 07, 2024 2/7/24 EPCDV Networking Event
Wednesday, January 17, 2024 1/17/24 Estate Planning Council of Diablo Valley *NEW LOCATION* IN PERSON Dinner Meeting
Wednesday, December 06, 2023 12/6/23 EPCDV Networking Event
Wednesday, November 01, 2023 11/1/23 EPCDV Networking Event
Wednesday, October 18, 2023 10/18/23 Estate Planning Council of Diablo Valley IN PERSON Meeting
Wednesday, October 04, 2023 10/4/23 EPCDV Networking Event
Wednesday, September 27, 2023 9/27/23 Estate Planning Council of Diablo Valley IN PERSON Meeting
Wednesday, September 06, 2023 9/6/23 EPCDV Networking Event
Wednesday, August 02, 2023 8/2/23 EPCDV Networking Event
Wednesday, July 05, 2023 7/5/23 EPCDV Networking Event
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

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