The general council meets 6 times per year at Scott's Seafood in Jack London Square. Dinner meetings are usually held on the second Monday of the month September Through May Unless otherwise noted*. Networking events and joint meetings are held at other locations and times.

To register for a meeting or event, click here!

September 9, 2019 6:00pm to 8:30pm
"Facilitating Client Meetings: What Could Go Wrong?"
Presented by: Richard Del Monte, CWC, CFP®; Del Monte Group, LLC
Meeting Sponsored By:

Wine Sponsored By: Prospettiva Financial - - Sean Fletcher

*October 7, 2019* 6:00pm to 8:30pm
"Branding Through Authenticity: How Being You Is Becoming The Best Way To Market"
Presented by: David Mitroff, Ph.D.; Piedmont Avenue Consulting, Inc.
Meeting Sponsored By:
Wine Sponsored By: Remax Accord - - Mark Shaw

*November 4, 2019* 6:00pm to 8:30pm
"Planning for Long Term Care Medi-Cal: What’s New, What’s Not, and A Special Warning About Special Needs Trusts"
Presented by: Peter S. Stern, Esq.; Law Office of Peter S. Stern
Meeting Sponsored By: Mowat Mackie and Anderson - - Alex Claypool
Wine Sponsored By: Wetherby Asset Management - - David Ferguson

*No Meeting in December*

January 9, 2020 5:30pm to 8:00pm
*Annual Joint Event Hosted by Tri-Valley EPC
"Essential and Cutting Edge Strategies in Special Needs Planning"
Presented by: Kevin Urbatsch, The Urbatsch Law Firm P.C. (Certified Specialist in Estate Planning, Trust and Probate Law)

January 21, 2020 5:30pm to 7:30pm
11th Annual Networking Party
East Bay Community Foundation
353 Frank H. Ogawa Plaza, Plaza A Room
Event Sponsored by: Wells Fargo Private Bank - - Nancy Aldritt
Wine Sponsored by: Mowat, Mackie & Anderson, LLP - - Nancy Ng
Cuisine Sponsors: IMT Associates - - Meredith Taylor
                                First Republic Trust Company - - Margaret Zywicz
                                 Seiler LLP - - Elizabeth Sevilla
                                 Mason & Associates, Inc. - - Sun Anne Shim

February 10, 2020 6:00pm to 8:30pm
"Investments in Qualified Opportunity Zones – An Overview and Issues for Estate Planners"
Presented by:Christopher Karachale, Partner; Hanson Bridgett LLP
Meeting Sponsored by: East Bay Community Foundation - - Christine Lim
Wine Sponsored by: Elevated Living Network/Coldwell Banker Global Luxury - - Steven Minchen

March 9, 2020 6:00pm to 8:30pm
"Estate Planning for the LGBT Community and Unmarried Families"
Presented by: Deb L. Kinney, JD, Certified Specialist in Estate Planning, Trust and Probate Law
& Ron Peoples, JD; Johnston Kinney & Zulaica LLP
Meeting Sponsored By: Prospettiva Financial - - Sean Fletcher
Wine Sponsored by: Elevated Living Network/Coldwell Banker Global Luxury - - Steven Minchen

April 22, 2020 6:00pm to 8:00pm - ***CANCELLED***
*Annual Joint Event Hosted by EPC Diablo Valley
Check back later for meeting details
Presented by: 

May 11, 2020 6:00PM to 7:00pm - Zoom Webinar
"Scarier Than Lions and Tigers and Bears: The Income Taxation of Trusts, Oh My!"
Presented by: Justin T. Miller, J.D., LL.M., TEP, AEP®, CFP®; BNY Mellon
Meeting Sponsored By: Mason & Associates, Inc. - - Sun Anne Shim
WIne Sponsored By: Elevated Living Network/Coldwell Banker Global Luxury - - Steven Minchen