September 10, 2018 6:00pm to 8:30pm
"Low Interest Rate Gift Planning"
Presented by: William Finestone, Esq.; Blank Rome, LLP
Meeting Sponsored By: Mason & Associates Inc. - - Sun Anne Shim
Wine Sponsored By: Prospettiva Financial - - Sean Fletcher
Click Here to see Gerry's handout
October 15, 2018 6:00pm to 8:30pm
"Social Security: Potential Strategies for Maximizing Benefits"
Presented by: Susan Mazzetti, CRPC, CPFA; The Barry & Milligan Group, Merrill Lynch Wealth Management
Meeting Sponsored By: Retirement Funding Solutions - - Tim Pederson
Wine Sponsored By: Home Care Assistance - - Colleen Collins
November 5, 2018 6:00pm to 8:30pm
"What’s Next? Tax Outlook Following Tax Reform"
Presented by: Mary Duffy, CPA, Managing Director, National Tax Office; Andersen Tax
Meeting Sponsored By: Mowat Mackie & Anderson - - Alexis Claypool
No Meeting in December
January 10, 2019 6:00pm to 8:00pm
*Annual Joint Event Hosted by TVEPC
"How to Avoid Becoming an Involuntary Participant in Your Client’s Marital Dissolution"
Presented by: John A. Hartog, Principal; Hartog, Baer & Hand, APC
January 24, 2019 5:30pm to 7:30pm
10th Annual Networking Party
Bring Business Cards For Networking & Many Fabulous Door Prizes
Drawings are at 6:00pm and 7:00pm
Meeting Sponsored by: Mechanics Bank - - Tina Papucci
Wine Sponsored by: Mason & Associates, Inc. - - Sun Anne Shim
Cuisine Sponsors: IMT Associates - - Meredith Taylor
Mowat Mackie & Anderson - - Nancy Ng
Golden State Pooled Trust - - Stephen W. Dale
Joy Soulier & Associates - - Joy Soulier
UCSF Benioff Children's Hospitals Foundation - - Tina Hurley
February 11, 2019 6:00pm to 8:30pm
"Drafting Charitable Remainder Trusts with an Eye to the Future"
Presented by: Bill Knox; TIAA-CREF Kaspick
Meeting Sponsored by: East Bay Community Foundation - - Christine Lim
Wine Sponsored by: Remax Accord - - Mark Shaw
March 11, 2019 6:00pm to 8:30pm
"What Estate Planners Need to Know About Retirement Planning"
Presented by: Mary Kay Foss, CPA
Meeting Sponsored By: IMT Associates - - Meredith Taylor
Wine Sponsored by: Weatherby Asset Management - - David Ferguson
April 17, 2019 6:00pm to 8:00pm
*Annual Joint Event Hosted by EPCDV
May 13, 2019 6:00PM to 8:30pm
"ILITs-Crummey and Defective Means. . .Fantastic!"
Presented by: Robert E. Burton, LLB, CLU, ChFC, AEP; Burton Insurance Services
Meeting Sponsored By: Legal Assistance for Seniors - - Dan Ashbrook
WIne Sponsored By: Campbell Green LLP - - Phillip Campbell