The general council meets 6 times per year at Scott's Seafood in Jack London Square. This year the first three meetings September – November are scheduled on the later part of the month. February, March and May are held on the second Mondays. Networking events and joint meetings are held at other locations and times.

To register for a meeting or event, click here!

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

February 11, 2019 6:00pm to 8:30pm
"Structuring Charitable Trusts"

Presented by: Bill Knox; TIAA-CREF Kaspick
Meeting Sponsored by:  East Bay Community Foundation - - Christine Lim

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

April 17, 2019 6:00pm to 8:00pm
*Annual Joint Event Hosted by EPCDV
Presented by: 

May 13, 2019 6:00PM to 8:30pm
Presented by: