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• 5/1/24 EPCDV Networking Event

  • When
    Wednesday, May 01, 2024
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Registered
    24 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, 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. A Special Thanks to Our Event Sponsor Tiffany Sutton-McFarland Realtor, Senior Certified Agent, Probate/Trust Certified Agent Email: tiffany@therealtortiff.com  Phone: (925) 854-8079 BECOME AN EPCDV MEMBER TODAY RENEW YOUR MEMBERSHIP TODAY BECOME A SPONSOR/PARTNER A SPECIAL THANK YOU TO OUR MEMBER SUPPORTERS C. Joseph Doherty, Esq. Gagen McCoy Robert Gewecke, CFP® BMO Private Wealth Heather Hamilton  Fiduciary Accounting Services, LLC Kirsten Howe, Esq.  Absolute Trust Counsel Kyle Johnston, Esq. Bank of America Private Bank Art Lotti Custom Moving & Hauling Ron Melvin Keller Williams Realty Elizabeth Mintzer, CFP®  Rainer Wealth Management Stacie Nelson, Esq.  Holland and Knight Lawrence Olin, CFP®,  The Olin Financial Group Frank Paré, CFP®, ChSNC® PF Wealth Management Bert Payne, CPA, FCA, CGMA  Insurance Review Services Lisa Soloway, CLPF  Soloway Fiduciaries, Inc. Tiffany Sutton-McFarland Compass Michael Strohl, CFP® Open Advisors Steve Way, CLU®, ChFC® Way Financial Matt Weaver, CFA Fremont Bank Christina Weed, Esq., LL.M. (Taxation) Weed Law Group, PC Will Wollesen, Esq.  Hall Law Group LLP  Estate Planning Council Diablo Valley | EPCDV.org

  
  

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• 5/15/24 Estate Planning Council of Diablo Valley IN PERSON Dinner Meeting

  • When
    Wednesday, May 15, 2024
  •  
    5:30 PM - 8:00 PM
  • Location
    The Garden, 1719 Bonanza St, Walnut Creek, CA 94596
  • Registered
    8 registrants

  Register

  

  "The Art of Asking the Right Questions; Market Outlook with

  BMO's U.S. Wealth Management

  Chief Investment Officer"
  

  Presented by:

  Yung-Yu Ma. Ph.D

  Chief Investment Officer,

  BMO Wealth Management - U.S

  _______________
  
  

  A Special Thanks to Our Event Sponsor
  
  Robert Gewecke, CFP®

   Private Wealth Advisor
   robert.gewecke@bmo.com
  (925) 542-4584

  _______________________ Presentation Summary:

  The discussion will provide BMO Wealth Management’s thinking on how the U.S. averted recession, the economic outlook, the upcoming elections, and their implication for inflation, monetary policy, interest rates, and economic growth.

  
  

  About Our Speaker:

  Yung-Yu Ma is the Chief Investment Officer for BMO Wealth Management in the U.S. and joined the organization in 2016. He brings a dynamic combination of academic achievements and industry experience to the Investment Strategy team. As Chief Investment Officer, he is responsible for guiding strategic and tactical asset allocations for client portfolios and leads a team that conducts macroeconomic and market analysis, and also modeling across asset classes. He is frequently cited in print media including the Wall Street Journal, NY Times, Barron’s, etc., and appears regularly on CNBC, Bloomberg television, and Yahoo! Finance television.

  
  

  Prior to joining BMO, Yung-Yu was a finance professor at Lehigh University, where he taught courses in equities, fixed income, and derivatives. His academic studies have been cited in leading finance journals (including the Journal of Finance), top law journals, the Wall Street Journal, the Handbook of High Frequency Trading, and in the Oxford Handbook of Corporate Governance. During his tenure at Lehigh, he was awarded the Staub Outstanding Teacher Award, awarded to one faculty member by a vote of faculty and students. Prior to his academic career, Yung-Yu worked for a global consulting firm with operations in Hong Kong, Taiwan and Mainland China where he performed financial, macroeconomic, and market analysis for global companies. Later, he served as a regional manager at a Fortune 500 subsidiary in Taipei and Mainland China. Dr. Ma earned his Ph.D. in Finance at the University of Utah and his B.A. in Economics and Political Science, magna cum laude, at Williams College in Massachusetts.

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  NEW LOCATION The Garden, 1719 Bonanza St, Walnut Creek, CA 94596 Nearest parking garage is the North Locust St. Parking Garage at 1625 Locust St. 5:30pm  Networking & Reception 6:30pm  Buffet Dinner 6:45pm  Welcome & Announcements  7:00pm  Speaker Presentation 8:00pm  Meeting Close JOIN EPCDV TODAY! RENEW YOUR MEMBERSHIP NOW BECOME A SPONSOR/PARTNER

  Member Advance Cost   $90 ($100 after 5/13) Guest Advance Cost:  $110 ($120 after 5/13) 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

  
  

  ___________

  
  

  
  

  Special Thanks to our Member Supporters

  
  

  C. Joseph Doherty, Esq. Gagen McCoy Robert Gewecke, CFP® BMO Private Wealth Heather Hamilton  Fiduciary Accounting Services Kirsten Howe, Esq.  Absolute Trust Counsel Kyle Johnston, Esq. Bank of America Private Bank Art Lotti Custom Moving & Hauling

  Ron Melvin Keller Williams Realty Elizabeth Mintzer, CFP®  Rainer Wealth Management Stacie Nelson, Esq.  Holland and Knight Lawrence Olin, CFP®  The Olin Financial Group Frank Paré, CFP®, ChSNC® PF Wealth Management Bert Payne, CPA, FCA, CGMA  Insurance Review Services Lisa Soloway, CLPF  Soloway Fiduciaries, Inc.

  Tiffany McFarland Compass Michael Strohl, CFP® Open Advisors Steve Way, CLU®, ChFC® Way Financial Matt Weaver, CFA Fremont Bank Christina Weed, Esq., LL.M.  Weed Law Group, PC Will Wollesen, Esq.  Hall Law Group LLP

  

  Complimentary Networking Event @ Headlands Brewery

  Wednesday, May 1, 2024 from 4pm to 6pm

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• 6/5/24 EPCDV Networking Event

  • When
    Wednesday, June 05, 2024
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Registered
    1 registrant

  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 RENEW YOUR MEMBERSHIP TODAY BECOME A SPONSOR/PARTNER A SPECIAL THANK YOU TO OUR MEMBER SUPPORTERS C. Joseph Doherty, Esq. Gagen McCoy Robert Gewecke, CFP® BMO Private Wealth Heather Hamilton  Fiduciary Accounting Services, LLC Kirsten Howe, Esq.  Absolute Trust Counsel Kyle Johnston, Esq. Bank of America Private Bank Art Lotti Custom Moving & Hauling Ron Melvin Keller Williams Realty Elizabeth Mintzer, CFP®  Rainer Wealth Management Stacie Nelson, Esq.  Holland and Knight Lawrence Olin, CFP®,  The Olin Financial Group Frank Paré, CFP®, ChSNC® PF Wealth Management Bert Payne, CPA, FCA, CGMA  Insurance Review Services Lisa Soloway, CLPF  Soloway Fiduciaries, Inc. Tiffany Sutton-McFarland Compass Michael Strohl, CFP® Open Advisors Steve Way, CLU®, ChFC® Way Financial Matt Weaver, CFA Fremont Bank Christina Weed, Esq., LL.M. (Taxation) Weed Law Group, PC Will Wollesen, Esq.  Hall Law Group LLP  Estate Planning Council Diablo Valley | EPCDV.org

  
  

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