Upcoming Events

    • Wednesday, October 07, 2026
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    • 41
    Register

    T: (925) 778-1165   |   www.epcdv.org  |   E: EPCDiabloValley@gmail.com

    Complimentary Networking Event

    @ Headlands Brewery 

    Wednesday, October 7, 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

    CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS


    Estate Planning Council Diablo Valley | EPCDV.org


    • Wednesday, October 21, 2026
    • 6:00 PM - 8:00 PM
    • Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
    • 48
    Register

    "California Legislative Updates"


    presented by:

     Rebecca Bauer-Kahan

    Assemblymember, District 16

    ABOUT OUR SPEAKER: 

    Assemblymember Rebecca Bauer-Kahan has represented California’s 16th Assembly District since 2018, covering communities across the East Bay, including Orinda, Walnut Creek, Livermore, and Pleasanton.

    Rebecca built her career as an environmental attorney, leading corporate compliance investigations and pro bono programs focused on civil rights, immigration, and domestic violence. She also taught appellate law at Santa Clara and Golden Gate Universities.


    In the Assembly, she founded the Select Committee on Reproductive Health and has championed legislation on environmental protection, reproductive rights, mental health, and civil liberties. She now chairs the Committee on Privacy and Consumer Protection, guiding California’s approach to AI regulation.

    A graduate of the University of Pennsylvania and Georgetown University Law Center, Rebecca lives in Orinda with her husband, Darren, and their three children.

    PROGRAM SUMMARY

    Rebecca will provide an update on the key issues and legislation currently being discussed in Sacramento and explore how potential changes could affect individuals, businesses, and the broader Bay Area community. The discussion will highlight emerging developments, what they could mean for taxpayers and business owners, and the practical considerations to keep in mind as the legislative landscape continues to evolve.

    Participants will gain a better understanding of:

    1. Personal and Business Taxes
      How pending and proposed legislation could affect personal income taxes, business taxes, deductions, credits, and other tax considerations for individuals and businesses.

    2. Impact on Bay Area Businesses and Residents
      How proposed changes at the state level may have particular implications for Bay Area employers, business owners, investors, and residents.

    3. What to Watch in Sacramento
      Key legislative and policy developments to monitor, including proposals that could have significant financial or operational consequences.

    4. Potential Planning Considerations
      What individuals and businesses may want to consider as legislation develops, including potential implications for tax planning, business decisions, and financial strategies.

    5. Looking Ahead
      Important dates, legislative milestones, and next steps that may help participants understand when proposed changes could take effect and what to watch for as the year progresses.

    A Special Thanks to Our Event Sponsor

    Anne Shim, AEP® , CFP® , EA, CTC

    Transformative Wealth Management

    510.524.5500

    ashim@masonlifeplanning.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 10/19)  $95 / ($105 after 10/19)
     Guest Registration (through 10/19)  $115 / ($125 after 10/19)

    _______________

    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!

    • Wednesday, November 04, 2026
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    • 58
    Register

    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

    CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS


    Estate Planning Council Diablo Valley | EPCDV.org


    • Wednesday, December 02, 2026
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    • 59
    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

    CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS


    Estate Planning Council Diablo Valley | EPCDV.org


    • Wednesday, January 20, 2027
    • 6:00 PM - 8:00 PM
    • Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
    • 51
    Register

    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!

    • Wednesday, February 03, 2027
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    • 60
    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

    CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS


    Estate Planning Council Diablo Valley | EPCDV.org


    • Wednesday, February 17, 2027
    • 6:00 PM - 8:00 PM
    • Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
    • 52
    Register

    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!

    • Wednesday, March 03, 2027
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    • 60
    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

    CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS


    Estate Planning Council Diablo Valley | EPCDV.org


    • Wednesday, March 17, 2027
    • 6:00 PM - 8:00 PM
    • Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
    • 53
    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!

    • Wednesday, April 07, 2027
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    • 60
    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

    CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS


    Estate Planning Council Diablo Valley | EPCDV.org


    • Wednesday, April 21, 2027
    • 6:00 PM - 8:00 PM
    • Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
    • 51
    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!

    • Wednesday, May 05, 2027
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    • 60
    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

    CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS


    Estate Planning Council Diablo Valley | EPCDV.org


    • Wednesday, May 19, 2027
    • 6:00 PM - 8:00 PM
    • Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
    • 53
    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 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!

    • Wednesday, June 02, 2027
    • 4:00 PM - 6:00 PM
    • 3420 Mt Diablo Blvd, Lafayette, CA 94549
    • 60
    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

    CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS


    Estate Planning Council Diablo Valley | EPCDV.org


Past Events

Wednesday, September 16, 2026 9/16/26 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club from 6pm to 8pm
Wednesday, September 02, 2026 9/2/26 EPCDV Networking Event @ Headlands Brewery from 4pm to 6pm
Wednesday, August 05, 2026 8/5/26 EPCDV Networking Event @ Headlands Brewery from 4pm to 6pm
Wednesday, June 03, 2026 6/3/26 EPCDV Networking Event
Wednesday, May 20, 2026 5/20/26 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club
Wednesday, May 06, 2026 5/6/26 EPCDV Networking Event
Wednesday, April 22, 2026 4/22/26 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club
Wednesday, April 01, 2026 4/1/26 EPCDV Networking Event
Wednesday, March 18, 2026 3/18/26 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club
Wednesday, March 04, 2026 3/4/26 EPCDV Networking Event
Wednesday, February 18, 2026 2/18/26 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club
Wednesday, February 04, 2026 2/4/26 EPCDV Networking Event
Wednesday, January 21, 2026 1/21/26 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club
Wednesday, December 03, 2025 12/3/25 EPCDV Networking Event
Wednesday, November 05, 2025 11/5/25 EPCDV Networking Event
Wednesday, October 22, 2025 10/22/25 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club
Wednesday, October 01, 2025 10/1/25 EPCDV Networking Event
Wednesday, September 17, 2025 9/17/25 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club
Wednesday, September 03, 2025 9/3/25 EPCDV Networking Event
Wednesday, August 06, 2025 8/6/25 EPCDV Networking Event
Wednesday, June 04, 2025 6/4/25 EPCDV Networking Event
Wednesday, May 21, 2025 5/21/25 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting @ ORINDA COUNTRY CLUB
Wednesday, May 07, 2025 5/7/25 EPCDV Networking Event
Wednesday, April 23, 2025 4/23/25 Estate Planning Council of Diablo Valley JOINT COUNCIL Dinner Meeting ORINDA COUNTRY CLUB
Wednesday, April 02, 2025 4/2/25 EPCDV Networking Event
Wednesday, March 19, 2025 3/19/25 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting ORINDA COUNTRY CLUB
Wednesday, March 05, 2025 3/5/25 EPCDV Networking Event
Wednesday, February 19, 2025 2/19/25 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting ORINDA COUNTRY CLUB
Wednesday, February 05, 2025 2/5/25 EPCDV Networking Event
Wednesday, January 15, 2025 1/15/25 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting NEW LOCATION - Orinda Country Club
Wednesday, December 04, 2024 12/4/24 EPCDV Networking Event
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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