Past Events

Monthly Dinner Meeting

Please join us March 17 at our next South Placer Estate Planning Council dinner meeting.

Topic: “The Split Roll Battle: repealing Prop 13?”

Sponsored by: Craig Falk, Craig Cares — Sacramento Senior Home Care

Monthly Dinner Meeting

Please join us February 18th at our next South Placer Estate Planning Council dinner meeting.

Topic: “Cultural Intelligence: Understanding Different Values & Behaviors in Clients”

Sponsored by: Jeff Stephens, GVM Law, LLP

Monthly Dinner Meeting

Please join us January 21st at our next South Placer Estate Planning Council dinner meeting.

“Economic and Market Review for 2Q 2019 and beyond”

Our featured presenter will be Mike Whitney, Regional Director with Russell Investments

Thank you to January’s Event Sponsor:

Sponsored by: Dawn Pedicord, CFP® of Foord, Van Bruggen & Pajak

Estate Planning Professionals Luncheon

PLACER COMMUNITY FOUNDATION presents in partnership with PLACER COUNTY BAR ASSOCIATION

Estate Planning Professionals Luncheon

“A Team Approach to Estate Planning” with Guest Speaker David Gaw of Gaw Estate Planning

Winter Mixer

Please join us at the upcoming Winter Mixer. We will be celebrating at the charming Cante Ao Vinho in Rocklin for Italian food, wine tasting, live music, and general merriment. Members will also cast ballots to elect new officers for the Council.

Fall Mixer

Please join us for our first Fall Mixer!

Based on our recent member Marketing Survey we found that members like the Networking aspect of our group. This month we will be having an informal Mixer at Bennett’s Bar and Restaurant. No RSVP required.

Monthly Dinner Meeting

LGBT Estate Planning- is it all the same now?

Learn from a seasoned Estate Planner the differences for LGBT families in planning their estate and other matters.

Monthly Dinner Meeting

The Intersection of Estate Planning and Family Law

Learn what happens when there is a divorce and how the ATRO provisions prevent certain transfers of property, trusts, and the connection of California community property law and estate planning.

Monthly Dinner Meeting

This month we will feature a highly acclaimed presentation from the Elder Abuse Task Force.

Our panel will be led by Program Coordinator, Deputy District Attorney Shannon Quigley. She and her team have been focused on family violence and elder abuse crimes, dedicated to getting justice for the victims involved.

Monthly Dinner Meeting

Latest developments in Residency Transition matters Presented by Moss Adams, LLP

Are some of your clients considering moving to Nevada? Join us July 16th when Francine Vorhees, Moss Adams (MA) LLP Partner, and Chris Parker, MA Senior Manager, will talk about some of the latest developments in residency transition matters.

June Mixer

The South Placer Estate Planning Council (SPEPC) warmly invites you to their Summer Mixer. This will be a special evening to see old friends, meet new colleagues, and refresh yourself on current topics unique to the estate planning profession at The Lounge at La Provence restaurant.

Monthly Dinner Meeting

Estate Planning Blunders of the Rich and Famous

This months speakers will be presenting on cautionary Estate Planning Gaffes, Blunders (and a few Triumphs.)

Monthly Dinner Meeting

Quarterly Economic and Market Review for 2Q 2019

This Consumer-oriented presentation will also include what this means for you as investors and your clients, how we position for these factors, and most importantly strategies for these uncertain times.

Monthly Dinner Meeting

A Year Later: The Current State of Tax Reform

After the biggest tax overhaul in 3 decades, a myriad questions still exist regarding implementation of the Tax Cut and Jobs Act. Jon Robirds, CPA, with MGO, will lead our discussion on the current state of tax reform.

Monthly Dinner Meetings

Latest Ideas on Qualified Retirement Plans for High Income Earners

Please join us February 19th at our next South Placer Estate Planning Council dinner meeting.

Phil Giles will discuss how to create tax-free retirement income utilizing after-tax Roth accounts without worrying about income limits. In addition, Stacy Sheetz will present on Self-directed Retirement Accounts [SDRA] and how the LLC option can benefit certain investors.

SPEPC Winter Mix, Mingle & 2019 Membership

Please join us at the next South Placer Estate Planning Council (SPEPC) Winter Mixer. 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 2019 officers followed by plenty of appetizers, live holiday music and a no-host bar. Please note our deadline for registering is Dec. 4, 2018, 12:00 Noon.

Monthly Dinner Meeting

The Alphabet Soup of Advanced Trusts, Administering the Trust

Join us October 16 when Peter Myers, partner in San Francisco / Los Angeles firm Fox Rothschild, will present: The Alphabet Soup of Advanced Trusts, Administering the Trust.

Monthly Dinner Meeting

Access To Healthcare

Join us on Sept. 18 as we immerse ourselves in the critically important arena of: Access To Healthcare.

We will cover Medicare basics; supplementing Medicare through Medigaps and retiree coverage; impact of employment on Medicare coverage; Covered CA, the ACA, and government programs to lower costs.

Monthly Dinner Meeting

Cyber Security

Join us Aug. 21 for a sizzling summer double header! Cyber security breaches impact our daily lives, national security, and have turned the internet into a battle zone.

Monthly Dinner Meeting

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.

Summer Mixer at La Provence

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.

Monthly Dinner Meeting

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.

Placer County Bar Association Spring Conference and MCLE

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.

Monthly Dinner Meeting

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.

Monthly Dinner Meeting

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.

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

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!

Monthly Dinner Meeting

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.

Placer County Bar Association Probate CE Lunch

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.

Monthly Dinner Meeting

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.

Winter Mix & Mingle and Membership Drive

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…

Placer County Bar Association Probate and Estate Planning Section MCLE Lunch

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

South Placer Estate Planning Council Dinner Meeting

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.

Monthly Dinner Meeting August 16, 2016

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…

SPEPC Monthly Dinner Meeting

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    

SUMMER MEDITERRANEAN MIXER – LA RIVERIA!

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…

SPEPC Monthly Dinner Meeting, May 17, 2016.

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…

SPEPC Monthly Dinner Meeting

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:…

SPEPC Monthly Dinner Meeting

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…

SPEPC Monthly Dinner Meeting

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…

SPEPC Monthly Dinner Meeting

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. 

MIXER

SPEPC Monthly Dinner Meeting

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. 

SPEPC Monthly Dinner Meeting

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. 

SPEPC Monthly Dinner Meeting

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. 

SPEPC Monthly Dinner Meeting

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. 

MIXER

SPEPC Monthly Dinner Meeting

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. 

SPEPC Monthly Dinner Meeting

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. 

SPEPC Monthly Dinner Meeting

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. 

SPEPC Monthly Dinner Meeting

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.