SEPC October Meeting

Date: Wednesday, October 25, 2023
Time: 5:00pm - 7:30pm
Location: Zoom Only
Speaker: Ryan Szczepanik, Senior Wealth Strategist - BNY Mellon Wealth Management


Zoom Option Only


October Meeting

Navigating an Estate Planner’s Minefield: Tips to Safeguard Intent and Steer Clear of Trust Disputes

Speaker
Ryan Szczepanik, Senior Wealth Strategist  - BNY Mellon Wealth Management

Description
The proposed summary is:  Ryan Szczepanik is a Senior Wealth Strategist at BNY Mellon Wealth Management.  He previously practiced trust litigation for several years.  Ryan will provide tips and pitfalls to avoid when constructing a client’s estate plan, with an eye toward minimizing the likelihood that interested persons will challenge or the court will depart from the client’s intentions.

Zoom Attendees
Please sign in promptly so you have adequate opportunity to prepare for the meeting. 

Zoom information will be emailed the day before as well as the time to sign in for the meeting.

Agenda
Registration/Cocktails: 5:00 p.m.
Meeting/Dinner: 5:45 p.m.
Presentation: 6:30 p.m. - 7:30 p.m.

Cost

  • SEPC Members (Zoom): $35
  • Non-Members (Zoom): $50


For More Information
Contact: Raquel Altavilla
Phone: 916.715.5939
Email: admin@sacepc.org

 

 

Sacramento Estate Planning Council has a 48 hour cancellation policy for meeting events.
Zoom registration will close on Monday, October 23.

See Upcoming Event Calendar