
Past Events
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May 2022
Monthly Dinner Meeting (In-person)
Please join us May 17th at our next South Placer Estate Planning Council dinner [email protected] La Provence.
Topic: “Proposition 19 Update”
This Month’s Speakers:
Matthew R. Maynard
Placer County Assessor
April 2022
Members Only Lunch & Learn Event
We will forgo our April evening meeting and have a lunch and learn event for the month of April. Separate emails will go out to the membership with registration details. If you are interested in membership, please contact [email protected]
Find out moreMarch 2022
Monthly Dinner Meeting (In-person)
Please join us March 15th at our next South Placer Estate Planning Council dinner [email protected] La Provence.
Topic: “Understanding the Bond Market”
This Month’s Speaker:
David Nielsen
Senior Vice President, Financial Advisor
Hilltop Securities
February 2022
Monthly Dinner Meeting (In-person)
Please join us February 15th at our next South Placer Estate Planning Council dinner meeting at La Provence.
Topic: “Should an Estate Planning Attorney’s Notes be Discoverable in Post-Death Inheritance Disputes? What Attorneys and Professionals Should Know about Work Product Protections.”
Find out moreJanuary 2022
Member’s Only Lunch and Learn Event
Topic: “Conservatorships: Lessons from the “Free Britney” movement and other ways to improve the system.” Due to increased COVID cases, speaker cancellation and an abundance of caution, we will not holding our regular dinner meeting at La Provence next Tuesday. However, we will have our next Members Only Lunch and Learn event on January 27th. The topic will be: Conservatorships: Lessons from the “Free Britney” movement and other ways to improve the system. A separate email invitation to follow. Please…
Find out moreOctober 2021
Monthly ZOOM Meeting
Potential Tax Changes for High Net Worth Individuals according to House Ways & Means Committee Proposal
Find out moreSeptember 2021
SPEPC September Mixer- Together Again!
September 21, 2021 5:30-7:30 pm – Mixer @ La Provence outdoors on the terrace.
Find out moreAugust 2021
SPEPC Monthly ZOOM Meeting
The Five 1031 Exchange Rules I Wish Every Professional Knew and Lesser-Known 1031 Exchange Strategies for Estate Planning Purposes using Delaware Statutory Trusts
Find out moreJuly 2021
SPEPC Monthly ZOOM Meeting
The ‘Nuts and Bolts’ Behind Senior Communities and Referral Agencies
Find out moreMay 2021
SPEPC Monthly ZOOM Meeting
Use of Technologies with Older Adults to Help Support a Meaningful Life
Find out moreApril 2021
SPEPC Monthly ZOOM Meeting
Undue Influence – Through the Eyes of the Victimizer
Dr. Glenn Hammel is a Clinical Neuropsychologist, specializing in geriatrics and forensics. His work has focused on explaining, in compassionate and common-sense terms, how the conditions of aging impact brain functioning, vulnerability to elder abuse, well-aging, and long-term care needs.
Find out moreMarch 2021
SPEPC Monthly ZOOM Meeting
CRT’s and Tax Planning
The typical CRT client is likely to see their taxes increase and many will be asking for ways to avoid the impact. Evan Unzelman, President of Sterling Foundation Management, will discuss options available to these clients and the related tax/legal authorities. David Murray, Sterling’s Vice President of CRT Services, will present case studies of completed planning.
Find out moreFebruary 2021
SPEPC Monthly ZOOM Meeting
Family Estate Planning – An Interactive Case Study
Unfortunately, our planned speaker, Carol Kinsel, had an urgent medical situation arise and is not able to present at our meeting tomorrow.
As our Speaker Coordinator, Craig Falk, was connecting with members to find a replacement speaker for our meeting on short notice, graciously Tony Ownings, CFP® offered to lead and moderate an interactive discussion on Family Estate Planning. THANK YOU TONY!
Find out moreJanuary 2021
SEPC 2021 Estate Planning Forum
The one-day conference features nationally known experts from across the country, speaking on issues and concepts that are essential for practitioners who wish to stay up to date.
Find out moreSPEPC Monthly ZOOM Meeting
Proposition 19 and Family Succession
This Month’s Speaker: Cameron L. Hess, Esq., CPA Wagner Kirkman Blaine Klomparens & Youmans LLP
Find out moreDecember 2020
Holiday Virtual Happy Hour and Board Elections
PLEASE JOIN US FOR OUR 2021-2022 Board Elections and Virtual Happy Hour.
Put on something Festive and bring your favorite Holiday Cocktail or Mocktail to “share”.
Find out moreNovember 2020
SPEPC Monthly ZOOM Meeting
COVID-19 and China’s Moral Crisis
This Month’s Speaker: Mr. Nan Su, Epoch Times, Senior Reporter
With millions of people infected, Covid-19 has brought the world’s attention to Chinese regime’s cover up of the pandemic information. China’s ethical standards and moral values once again have become a hot issue.
Find out moreOctober 2020
SPEPC Monthly ZOOM Meeting
How to Make Sure Your Final Wishes Are Fulfilled
This Month’s Speaker: Steven H. Gurne, Esq., Gurnee Mason Rushford Bonotto & Forestiere LLP
Sponsored by: Douglas E. Clifford, CLU, Wealth Management Advisor
Find out moreSeptember 2020
SPEPC Monthly ZOOM Meeting
Prop 15– Split-Roll Initiative to increase Property Taxes on Commercial Properties
This Month’s Speaker: Ted Gaines, CA State Board of Equalization Board Member
The 2020 California Proposition 15, also known as the Schools and Communities First Initiative, would create a split roll property tax system and spend the revenue increase on education and other public services.
Find out moreAugust 2020
SPEPC Monthly ZOOM Meeting
2020: A wild ride for investors” –Year-to-date Market and Economic Update
This Month’s Speaker: Joe Gadreau, Associate Regional Director, Russell Investments
Joe’s presentation will feature highlights on the most pressing areas of the market including: leading economic indicators, market valuations, and thoughts on the future.
Sponsored by: Jamie Furlong, Bangerter Financial
Find out moreJuly 2020
SPEPC Monthly ZOOM Meeting
Know Your Client: How To Keep Your Client From Becoming Your Enemy (Prof Liab/Malpractice)
This Month’s Speaker: Karen Goodman, Esq., Goodman Law Corporation
A professional’s most valuable skill is the ability to communicate competent advice in the best interests of the client.
Find out moreJune 2020
SPEPC Monthly ZOOM Meeting
Charitable Planning & Philanthropy Strategies for 2020
This Month’s Speaker: Colby Bircher | Vice President, Charitable Planning Consultant |FIDELITY Charitable
Amid the coronavirus pandemic, U.S. Philanthropy has soared. The CARES Act opens the door to new giving strategies for individuals and corporations.
Sponsored by: Leilani Fratis, CEO, Placer SPCA
Find out moreMay 2020
SPEPC Monthly ZOOM Meeting
Business Valuations in Estate Planning– before and after Covid19
This Tuesday, April 21st we will have our Monthly Meeting via Zoom conferencing. This Month’s Speaker: Forrest Vickery, Managing Director of Sanli Pastore & Hill
Forrest will provide an overview of how business valuations play a role in the estate planning process from family succession planning to gift / estate tax reporting.
Sponsored by: Michael F. Storz, CLPF #387 – Storz Fiduciary Services
April 2020
Special SPEPC Event via Zoom**FREE**
New Opportunities in the Covid19 Economy…and more!
This Tuesday, April 21st we will have our Monthly Meeting via Zoom conferencing. We are changing the format as our original speaker has asked to be rescheduled to when we are meeting in person again.
Find out moreMarch 2020
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
February 2020
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
January 2020
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
Find out moreEstate 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
Find out moreDecember 2019
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.
Find out moreNovember 2019
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.
Find out moreOctober 2019
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.
Find out moreSeptember 2019
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.
Find out moreAugust 2019
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.
Find out moreJuly 2019
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.
Find out moreJune 2019
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.
Find out moreMay 2019
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.)
Find out moreApril 2019
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.
Find out moreMarch 2019
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.
Find out moreFebruary 2019
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.
Find out moreJanuary 2019
Monthly Dinner Meeting
Recent Labor and Employment Trends Every Employer Needs to Know
Treaver K. Hodson, Esq. will give a one-hour presentation regarding changes in California law that occurred in 2018 in the areas of hiring, wage and hour law, arbitration, leaves of absence, harassment, discrimination, immigration, labor unions and others.
Find out moreDecember 2018
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.
Find out moreOctober 2018
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.
Find out moreSeptember 2018
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.
Find out moreAugust 2018
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.
Find out moreJuly 2018
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.
Find out moreJune 2018
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.
Find out moreMay 2018
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.
Find out moreApril 2018
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.
Find out moreMonthly 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.
Find out moreMarch 2018
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.
Find out moreFebruary 2018
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!
Find out moreMonthly 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.
Find out moreJanuary 2018
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.
Find out moreMonthly 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.
Find out moreDecember 2017
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…
Find out moreOctober 2017
Monthly Dinner Meeting
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.”
Find out moreSeptember 2017
Monthly Dinner Meeting
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”
Find out moreAugust 2017
Monthly Dinner Meeting
Our August speaker is John Melrose, Veteran Service Officer for Placer County, and his topic is:
“VA Benefit Updates & 2018 Forecast.”
Find out moreJuly 2017
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
Monthly Dinner Meeting
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.”
Find out moreJune 2017
Summer Mixer at La Provence
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…
Find out moreMay 2017
Monthly Dinner Meeting
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…
Find out moreApril 2017
Monthly Dinner Meeting
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”
Find out moreMarch 2017
Monthly Dinner Meeting
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…
Find out moreThirsty Thursday – Be Part of it!
A great way to interact with your peers in a casual environment. – No host event.
Find out moreFebruary 2017
PCBA Probate Sect Lunch Mtg
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
Find out moreMonthly Dinner Meeting
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.”
Find out moreJanuary 2017
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.
Find out moreDecember 2016
SPEPC Winter Mix & Mingle and 2017 Membership Drive
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…
Find out moreOctober 2016
Monthly Dinner Meeting October 18, 2016
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…
Find out moreAugust 2016
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…
Find out moreJuly 2016
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
Find out moreJune 2016
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…
May 2016
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…
Find out moreSacramento Estate Planning Council Social Mixer
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…
Find out moreApril 2016
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:…
Find out moreMarch 2016
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…
Find out moreFebruary 2016
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…
Find out moreJanuary 2016
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.
Find out moreDecember 2015
October 2015
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.
Find out moreSeptember 2015
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.
Find out moreLa Provence – Roseville
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
August 2015
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.
Find out moreJuly 2015
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.
Find out moreJune 2015
May 2015
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.
Find out moreApril 2015
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.
Find out moreMarch 2015
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.
Find out moreFebruary 2015
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.
Find out moreJanuary 2015
SPEPC Monthly Dinner Meeting
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.
Find out more