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
November 5, 2018 6:00pm to 8:30pm
"Update on New Tax Law"
Presented by: Mary Duffy; 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
January, 2019 5:30pm to 7:30pm
Annual Networking Party
Join Us For Great Company, Refreshments and Hors D’ Oeuvres
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, 2019 6:00pm to 8:00pm
*Annual Joint Event Hosted by EPCDV
May 13, 2019 6:00PM to 8:30pm