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October 2017

Monthly Dinner Meeting

October 17 @ 5:00 pm - 7:00 pm

Our October presenter is Christina Elliot, Executive Director of the CalABLE Board under the California Treasurer’s office. Her topic is:

“CalABLE: A New Tax-Advantaged Savings Tool for People With Disabilities.”

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September 2017

Monthly Dinner Meeting

September 19 @ 5:00 pm - 7:00 pm

For September, we’re pleased to present Mindy Steuer of the Law Offices of Melinda Jane Steuer in Sacramento. Her topic is:

“Financial Foxes Guarding the Henhouse”

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August 2017

Monthly Dinner Meeting

August 15 @ 5:00 pm - 7:00 pm

Our August speaker is John Melrose, Veteran Service Officer for Placer County, and his topic is:

“VA Benefit Updates & 2018 Forecast.”

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July 2017

Placer County Bar Association Probate and Estate Planning Section MCLE Lunch

July 24 @ 11:40 am - 1:15 pm

Please join us for the next Placer County Bar Association Probate and Estate Planning Section MCLE Lunch.

TOPIC: Recording Documents – Do This, Don’t Do That

SPEAKERS:
Ryan Ronco – Placer County’s Clerk-Recorder-Registrar of Voters
Tim Hanson & Bridget Powers – Old Republic Title Company

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Monthly Dinner Meeting

July 18 @ 5:00 pm - 7:00 pm

General Motivation Info Handout

Our July presenter is Gordon Fowler, president & CEO of Sacramento’s 3Fold Communications, a Sacramento-based communications company. His topic is:

“Bridging the Generation Gap with Clients & Colleagues.”

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June 2017

Summer Mixer at La Provence

June 20 @ 5:00 pm - 7:00 pm

2nd ANNUAL SUMMER MEDITERRANEAN MIXER – LA RIVERIA! Hosted by The South Placer Estate Planning Council (SPEPC) You are invited to our ‘Summer Mediterranean Mixer on the French Riviera’ (a.k.a. La Provence Terrace in Roseville, California). In addition to our SPEPC membership, we are inviting members of The Sacramento Estate Planning Council, Probate and Estate Planning Section of the Placer County Bar Association, Probate Bar of Sacramento and The Financial Planning Association of Northern California. We hope you can mix…

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May 2017

Monthly Dinner Meeting

May 16 @ 5:00 pm - 7:00 pm

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting. Our May presenter is Christopher J. Zeger, MD. His topic is: “Understanding Substance Abuse & Cannabis Laws to Protect Clients & Professional Competence.” Dr. Zeger, a Psychiatrist/Addictionolgist, was the keynote speaker for the Administrative Law Judges State Convention. He will discuss California’s new cannabis laws and the mental and physical causes and consequences of abuse, especially as relates to professional competence. Attorneys: This presentation…

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April 2017

Monthly Dinner Meeting

April 18 @ 5:00 pm - 7:00 pm

LIFECYCLE OF A BUSINESS OWNER APRIL 2017

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting. Our April presenters are: WorkLife Strategist Diane Sansom of Opus5, Ellwood Jones from Capital Region Financial Group and Craig Hettrich, President of Renaissance Executive Forums of Sacramento.  

Their panel presentation is titled: “The Life Cycle of a Business Owner”

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March 2017

Monthly Dinner Meeting

March 21 @ 5:00 pm - 7:00 pm

Straight off the heals from presenting at the Special Needs Planning Symposium, Jim Huyck, Public Benefits Consultant and Advocate with over 40 years of experience, will speak at the March South Placer Estate Planning Council (SPEPC) on: “Public Benefit Advocacy for People with Developmental and Other Disabilities” Jim will address Special Needs Trusts and information on qualifying and maintaining public benefits including how different programs interact, such as Social Security, Medi-Cal, VA, SSI, IHSS, SSDI, CCS, etc. Jim has served…

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Thirsty Thursday – Be Part of it!

March 16 @ 5:00 pm - 7:30 pm

A great way to interact with your peers in a casual environment. – No host event.

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February 2017

PCBA Probate Sect Lunch Mtg

February 27 @ 11:40 am - 1:30 pm

Probate and Estate Planning Law Section February MCLE Lunch TOPIC: Court and Legal Update SPEAKER: Patrick Ryan Bowen, Placer County Superior Court Probate Examiner DATE: Monday February 27, 2017 MCLE: 1.0 hour MCLE General Law CLICK HERE FOR REGISTRATION INFORMATION FLYER

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Monthly Dinner Meeting

February 21 @ 5:00 pm - 7:00 pm

Stress Management Presentation

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting. Our February presenter is Greg Sazima, MD.

His topic is: “Stress Management for Professionals.”

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January 2017

South Placer Estate Planning Council Dinner Meeting

January 17 @ 5:00 pm - 7:00 pm

The South Placer Estate Planning Council is a cross-section of professionals whose work involves estate planning and administration issues, and includes attorneys, certified public accountants, life insurance professionals, financial advisors, and professional fiduciaries, among others.

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December 2016

SPEPC Winter Mix & Mingle and 2017 Membership Drive

December 6, 2016 @ 5:00 pm - 7:00 pm

Please join us for the South Placer Estate Planning Council (SPEPC) Winter Mixer! This will be our last event of the year and includes a one-time discount on attending with early 2017 membership applications or member renewals! For more information, click here. This special evening will be a fun way to meet new colleagues and catch up on current topics unique to our profession. We will have a brief business meeting for the election of 2017 officers followed by plenty of appetizers…

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October 2016

Monthly Dinner Meeting October 18, 2016

October 18, 2016 @ 5:00 pm - 7:00 pm

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting. Our guest speaker is Angela Cuadra, Program Analyst who will be discussing the roll of the fiduciary and the Professional Fiduciary Bureau. The Professional Fiduciaries Bureau was created by legislation that passed and was enacted into law in 2007 to regulate non-family member professional fiduciaries, including conservators, guardians, trustees, and agents under durable power of attorney as defined by the Professional Fiduciaries Act. Professional…

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August 2016

Monthly Dinner Meeting August 16, 2016

August 16, 2016 @ 5:00 pm - 7:00 pm

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our August presenter is John Gomez, Operations Supervisor, Social Security Office – Roseville and his topic is “Social Security Update.” Registration closes Tuesday, August 9, 2016, 12 noon.  This is one week before the event. To RSVP click: Register now!  COSTS: $35 – SPEPC Members, $45 – Non-Members.  Pay now or at the door, but reserve now and pick your meal option. The South Placer Estate Planning Council…

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July 2016

SPEPC Monthly Dinner Meeting

July 19, 2016 @ 5:00 pm - 7:00 pm

Please join us at the next South Placer Estate Planning Council (SPEPC) meeting. Our July presenter is Jeff Galvin, Partner with Downey Brand LLP, Sacramento, and his topic is “On the Lookout for Undue Influence.” To RSVP, Click HERE:  SPEPC Monthly Dinner Meeting    

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June 2016

SUMMER MEDITERRANEAN MIXER – LA RIVERIA!

June 21, 2016 @ 5:00 pm - 7:00 pm

You are invited to our SPEPC ‘Summer Mediterranean Mixer on the French Riviera’ (a.k.a. La Provence Terrace in Roseville, California)! We are extending this invitation to members of The Sacramento Estate Planning Council and The FPA of Northern California to mix and mingle on the French Riviera with us! This special evening will be a fun way to meet new colleagues and catch up on current topics unique to our profession. There will be plenty of appetizers served throughout the evening and a…

$35.00
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May 2016

SPEPC Monthly Dinner Meeting, May 17, 2016.

May 17, 2016 @ 5:00 pm - 7:00 pm

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting. Our May presenter is Stacy Sheetz, IRA Consultant from Polycomp, discussing the benefits and pitfalls of owning non-traditional IRA investments and the steps to follow. To RSVP, click: Register now! Registration closes Tuesday, May 10, 2016, 12 noon. This is one week before the event. COSTS: $35 – SPEPC Members, $45 – Non-Members. Pay now or at the door, but Register now and pick…

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Sacramento Estate Planning Council Social Mixer

May 11, 2016 @ 5:30 pm - 7:30 pm

You are invited to: A Joint Social Mixer with The Sacramento Estate Planning Council and Placer Community Foundation When: May 11, 2016 Time: 5:30 pm – 7:30 pm Sponsored by Wells Fargo Private Bank and Placer Community Foundation _____________________________ Join us for Happy Hour at Zocalo’s in the Fountains Shopping Center. Located at 1182 Roseville Pkwy, Roseville, CA 95678. This special joint mixer will include members of the Placer Community Foundation. Don’t miss this great opportunity to make valuable connections…

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April 2016

SPEPC Monthly Dinner Meeting

April 19, 2016 @ 5:00 pm - 7:00 pm

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting. Our April presenter is Michelle Johnston, Regional Director of the Alzheimer’s Association, Northern California and Northern Nevada. The topic is “Recognizing signs of Alzheimer’s disease and some of the latest research.” Click: Register now! to reserve a place and also, please, remember to pick your choice in meal options. Registration closes Tuesday, April 12, 2016, 12 noon. This is one week before the event. COSTS:…

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March 2016

SPEPC Monthly Dinner Meeting

March 15, 2016 @ 5:00 pm - 7:00 pm

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting. Our March presenter is Michelle Johnston, Regional Director of the Alzheimer’s Association, Northern California and Northern Nevada. The topic is “Recognizing signs of Alzheimer’s disease and some of the latest research.” Click: Register now! to reserve a place and also, please, remember to pick your choice in meal options. Registration closes Tuesday, March 8, 2016, 12 noon. This is one week before the event. COSTS: $35…

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February 2016

SPEPC Monthly Dinner Meeting

February 16, 2016 @ 5:00 pm - 7:00 pm

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our February presenter is Kathy Inocelda, Director of Operations at ApexCare. The topic is “Planning for Long Term Care Expenses.” Senior care is an ever changing and highly competitive business. ApexCare has been providing in home care and placement assistance since 1992. Kathy will be discussing the definition non-medical senior care, the costs involved and what to expect in the future. Don’t forget to…

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January 2016

SPEPC Monthly Dinner Meeting

January 19, 2016 @ 5:00 pm - 7:00 pm

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our January presenter is Tiffany Paige of Artisan Mind. The topic is “Using art to connect the heart and mind of individuals living with Alzheimer’s Disease and dementia.” The South Placer Estate Planning Council is a cross-section of professionals whose work involves estate planning and administration issues, and includes attorneys, certified public accountants, life insurance professionals, financial advisors, and professional fiduciaries, among others. 

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December 2015

MIXER

December 1, 2015 @ 5:00 pm - 7:00 pm
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October 2015

SPEPC Monthly Dinner Meeting

October 20, 2015 @ 5:00 pm - 7:00 pm

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our presenter is Barry Sacks. The topic is “Recovering a Lost Deduction.” The South Placer Estate Planning Council is a cross-section of professionals whose work involves estate planning and administration issues, and includes attorneys, certified public accountants, life insurance professionals, financial advisors, and professional fiduciaries, among others. 

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September 2015

SPEPC Monthly Dinner Meeting

September 15, 2015 @ 5:00 pm - 7:00 pm

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our presenter is the Placer Community Foundation. The topic is “Philanthropy in Placer County.” The South Placer Estate Planning Council is a cross-section of professionals whose work involves estate planning and administration issues, and includes attorneys, certified public accountants, life insurance professionals, financial advisors, and professional fiduciaries, among others. 

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La Provence – Roseville

September 15, 2015 @ 5:00 pm - 7:00 pm

Starters:
Fraises et Chevre

Entrees (choice of one):
Gnocchis Maison – house-made potato gnocchi
Saumon Grille – salmon steak
Poulet Roti – stuffed chicken breast
Petit Chateaubriand – angus bistro filet

Dessert:
Vanilla Ice-cream with chocolate drizzle

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August 2015

SPEPC Monthly Dinner Meeting

August 18, 2015 @ 5:00 pm - 7:00 pm

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our presenter is Jim Cunningham – Cunningham Legal. The topic is “IRA Trusts.” The South Placer Estate Planning Council is a cross-section of professionals whose work involves estate planning and administration issues, and includes attorneys, certified public accountants, life insurance professionals, financial advisors, and professional fiduciaries, among others. 

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July 2015

SPEPC Monthly Dinner Meeting

July 21, 2015 @ 5:00 pm - 7:00 pm

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our presenter is John Melrose Placer County Veteran Service Officer. The South Placer Estate Planning Council is a cross-section of professionals whose work involves estate planning and administration issues, and includes attorneys, certified public accountants, life insurance professionals, financial advisors, and professional fiduciaries, among others. 

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June 2015

MIXER

June 16, 2015 @ 5:00 pm - 7:00 pm
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May 2015

SPEPC Monthly Dinner Meeting

May 19, 2015 @ 5:00 pm - 7:00 pm

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our presenter is Alec Baillie, ASA, CFA, Sanli Pastore & Hill, Inc. The topic is “Business Valuation.” The South Placer Estate Planning Council is a cross-section of professionals whose work involves estate planning and administration issues, and includes attorneys, certified public accountants, life insurance professionals, financial advisors, and professional fiduciaries, among others. 

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April 2015

SPEPC Monthly Dinner Meeting

April 21, 2015 @ 5:00 pm - 7:00 pm

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our presenter is Geoff Sakala, CEO, ClickSpring. The topic is “Social Media and Your Practice.” The South Placer Estate Planning Council is a cross-section of professionals whose work involves estate planning and administration issues, and includes attorneys, certified public accountants, life insurance professionals, financial advisors, and professional fiduciaries, among others. 

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March 2015

SPEPC Monthly Dinner Meeting

March 17, 2015 @ 5:00 pm - 7:00 pm

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our presenters are Tony Owings &  John Rogers Burke. The topic is “Family Estate Planning Case Study” The South Placer Estate Planning Council is a cross-section of professionals whose work involves estate planning and administration issues, and includes attorneys, certified public accountants, life insurance professionals, financial advisors, and professional fiduciaries, among others. 

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February 2015

SPEPC Monthly Dinner Meeting

February 17, 2015 @ 5:00 pm - 7:00 pm

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our presenter is Susan Willson, Placer SPCA. The topic is “Being the Wise Investor with Charitable Planned Giving.” The South Placer Estate Planning Council is a cross-section of professionals whose work involves estate planning and administration issues, and includes attorneys, certified public accountants, life insurance professionals, financial advisors, and professional fiduciaries, among others. 

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January 2015

SPEPC Monthly Dinner Meeting

January 20, 2015 @ 5:00 pm - 7:00 pm

Please join us at the next South Placer Estate Planning Council (SPEPC) Speaker & Dinner meeting.  Our January presenter is Tim Hanson from the Placer Title Company. The topic is “Trusts, Powers of Attorney, Estates (Heirs/Devisees) and Court Orders.” The South Placer Estate Planning Council is a cross-section of professionals whose work involves estate planning and administration issues, and includes attorneys, certified public accountants, life insurance professionals, financial advisors, and professional fiduciaries, among others. 

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