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
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
"Retirement Distributions – Early, Timely and Late"
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
"Planning Until Sunset: Gift, Estate, GST and Income Tax Planning Strategies Following the 2017 Tax Act"
Presented by: Mark T. Weaver, Esq., Partner; Farella Braun + Martel LLP, San Francisco

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