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South Placer Estate Planning Council

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  • Events
    • Upcoming Events
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    • 2019 June Mixer
    • 2018 June Mixer
    • 2023 March Meeting

Resources

Regulatory Links

  • Financial Industry Regulatory Authority
  • California Department of Insurance
  • State of California Department of Consumer Affairs
  • The State Bar of California
  • California Office of Real Estate Appraisers
  • California Department of Real Estate
  • Certified Financial Planning Board of Standards
  • Social Security Administration
  • Professional Fiduciaries Bureau

Other Local Estate Planning Resources

  • Gold Country Estate Planning Council
  • Sacramento Estate Planning Council

Prior Speakers and Topics

  • Prior SPEPC Speakers and Topics List 2017
  • Prior SPEPC Speakers and Topics List 2016
  • Prior SPEPC Speakers and Topics List 2015

Speaker Event Handouts

  • August 21, 2018 – Securing Humans and Their Machines
  • July 17, 2018 – Top 10 Things Employers do to get Sued by their Employees
  • May 15, 2018 – Financial Elder Abuse
  • February 20, 2018 – Preserving Family Wealth In The Face of Addiction
  • January 16, 2018 – Tax Alert: How Will Tax Reform Affect You?

SPEPC is approved by the California State Bar to provide Mandatory Continuing Legal Education (MCLE). Most, if not all, of our programs are approved for California Legal Specialization Credits in Estate Planning, Trust and Probate Law and MCLE Credit.

Membership Application

Annual Membership $140.

South Placer Estate Planning Council
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