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July 2018

Monthly Dinner Meeting

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

Top 10 Things Employers do to get Sued by their Employees

Our July 17, 2018 speaker is Lynda Dickey, Senior HR Consultant with VantaggioHR, The Employer’s Advantage. For over 30 years Lynda has helped companies develop comprehensive policies and procedures manuals and systems to avoid litigation and improve employer employee performance.

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June 2018

Summer Mixer at La Provence

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

3rd ANNUAL SUMMER MEDITERRANEAN MIXER – LA RIVIERA!

We hope you can mix and mingle on the French Riviera with us! There will be plenty of appetizers served throughout the evening and you can pre-pay for wine in this registration form.

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May 2018

Monthly Dinner Meeting

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

Financial Elder Abuse: the roles and responsibilities of fiduciaries and other professionals

For May, we’re pleased to present Melinda Steuer of the Law Offices of Melinda Jane Steuer in Sacramento. 

Melinda will discuss the legal standards of undue influence and financial elder abuse, red flags to watch out for, and the roles, duties and responsibilities of fiduciaries and other professionals with respect to detecting and preventing undue influence and financial elder abuse, and protecting clients.

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April 2018

Placer County Bar Association Spring Conference and MCLE

April 27 - April 28

Great speakers and topics lined up. Sign up now and save money. When registering, please be sure to make your breakout session choices.

The 2018 Spring MCLE Conference will be held at The Falls Event Center, located in Roseville, behind the Galleria Mall and next to the Hyatt Place.

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Monthly Dinner Meeting

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

Funding Fundamentals for One Life Certainty

For April, we’re pleased to present Tom Rasmussen of Clear Solutions Insurance Services. Tom has supported thousands of individuals across the country with “Income Protection Planning” strategies for over 30 years.

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March 2018

Monthly Dinner Meeting

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

The Dementia Whisperer

Our March speaker is Laura Wayman, aka “The Dementia Whisperer.” Laura is a sought after speaker, who has dedicated over 20 years to exploring, understanding, and improving dementia care.

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February 2018

CE Lunch: Summary of the 2017 Tax Cuts & Jobs Act

February 26 @ 11:40 am - 1:15 pm

Steve McCormick, CPA of Kee & Associates, will speak at February’s Probate and Estate Planning section lunch MCLE. His topic will be the summary of 2017 tax cuts and the jobs act. Attend and find out all the changes. A popular topic, seats will fill fast. Don’t forget to bring your questions!

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Monthly Dinner Meeting

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

Families, Wealth & Addiction

Our February speakers are Tom Nemat, Chief Executive Officer, and Joe Milligan, Chief Communications Officer of Beginnings Treatment Centers in Orange County, CA. Tom, an experienced estate planning attorney, and Joe, who has 24 years in recovery, will discuss the topic Families, Wealth & Addiction: Beyond Financial Solutions For Preserving Family Wealth In The Face of Addiction.

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January 2018

Placer County Bar Association Probate CE Lunch

January 22 @ 11:40 am - 1:15 pm

PEP January MCLE Lunch: New California Recording Fee and Other Updates

The speaker for January 2018 PEP MCLE Lunch will be Ryan Ronco from the Placer County Recorder’s Office. He will be discussing the new law that went into effect on January 1 pertaining to the added recording fees along with other updates.

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Monthly Dinner Meeting

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

Taxing Uncertainty:  The Current State of Tax Reform

The SPEPC kicks off 2018 with an update and examination of the House and Senate Tax Bill.  Jon Robirds, CPA, with MGO, a global and full service CPA and business consulting firm, will lead our discussion on current tax reform and how to respond to it.

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December 2017

Winter Mix & Mingle and Membership Drive

December 5, 2017 @ 5:00 pm - 7:00 pm

Please join us at the next South Placer Estate Planning Council (SPEPC) Winter Mixer December 5, 5:00 – 7:00 PM. This will be our last event of the year. 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 2018 officers followed by plenty of appetizers and non-alcoholic beverages, live holiday music and a no-host bar. Please…

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October 2017

Monthly Dinner Meeting

October 17, 2017 @ 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, 2017 @ 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, 2017 @ 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, 2017 @ 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, 2017 @ 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, 2017 @ 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, 2017 @ 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, 2017 @ 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, 2017 @ 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, 2017 @ 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, 2017 @ 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, 2017 @ 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, 2017 @ 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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