2023 Estate Planning Forum

Date: Friday, May 19, 2023
Time: 7:30am - 5:00pm
Location: McGeorge School of Law
Speaker: Various

 

 

 

McGeorge School of Law
Lecture Hall (#18 on map)
3200 Fifth Avenue, Sacramento

McGeorge School of Law Campus Map

More Information Coming Soon!



The Sacramento Estate Planning Council’s Estate Planning Forum is the premier Northern California educational conference for professionals in the estate planning field. The one-day conference features nationally known experts from across the country, speaking on issues and concepts that are essential for practitioners who wish to stay up to date.

The Estate Planning Forum – now in its fifty-second year will be live / virtual for 2023 – is the ideal place to earn continuing education credit in law, accounting and financial planning. The 2023 Estate Planning Forum will offer 6  hours of credit for general California Bar MCLE purposes and specializations in Taxation Law and Estate Planning, Trust and Probate Law. In addition to credit for MCLE, there will be 6 hours of CE available for CFPs, CPAs and CLPFs.

The 2023 Estate Planning Forum continues the tradition of bringing a diversity of topics to offer something for every practitioner.  Please join us and 150+ of your peers for the 2023 Estate Planning Forum.

 

 


For More Information

  • Contact Raquel Altavilla
  • Telephone: 916.715.5939
  • Address: SEPC, 915 L Street, #C342, Sacramento, CA 95814


THANK YOU TO OUR 2022 ESTATE PLANNING FORUM SPONSORS

DIAMOND SPONSOR
Weintraub Tobin

PLATINUM SPONSOR

Alliance Trust
Buchalter
Keaton’s Child Cancer Alliance
Crowe
Exchange Bank
Hanson Bridgett
Wagner Kirkman Blaine Klomparens & Youmans LLP
Wells Fargo Private Bank
WGG Wealth Partners


GOLD SPONSOR
Bank of the West
Boutin  Jones
CAPTRUST
Downey Brand
US Bank


SILVER SPONSOR
HoyleCohen
Moss Adams
Sanli Pastore & Hill
Sacramento Region Community Foundation
Wallace & Toney Valuation Advisors


BRONZE SPONSOR
Lucas Group Financial Planners

 

 

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