Sacramento Estate Planning Council
The Sacramento Estate Planning Council (SEPC) provides a forum where Trust Officers, Private Fiduciaries, Attorneys, Certified Public Accountants, Chartered Life Underwriters, Chartered Financial Consultants, Certified Financial Planners, Chartered Financial Analysts, Educators, Planned Giving Professionals, and Accredited Valuation Experts in the Sacramento Valley can meet and share information about new developments in estate planning, a constantly changing field.
Members continue their professional development at monthly dinner meetings that feature speakers on important topics in estate planning.
March Dinner Meeting
March 26, 2014
Sutter Club, Grill Room
1220 Ninth Street
- Registration/Cocktails begins at 5:30 p.m.
- Dinner 6:15 p.m.
- Introductions/Presentation 6:30p.m.-8:00p.m.
Integrating Insurance and Annuities with Charitable Tax Strategies
For more information or to register click here.
If you are not a member and would like to attend, please contact Raquel Altavilla at email@example.com or 916.715.5939.
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