2024 SEPC Estate Planning Forum - Save the Date!
Date: Thursday, May 30, 2024
Time: 7:30am - 5:00pm
Location: McGeorge School of Law
McGeorge School of Law
Lecture Hall (#18 on map)
3200 Fifth Avenue, Sacramento
McGeorge School of Law Campus Map
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-third year will be live / virtual for 204 – is the ideal place to earn continuing education credit in law, accounting and financial planning. The 2024 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 2024 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, PO Box 19942, Sacramento, CA 95819
THANK YOU TO OUR 2023 ESTATE PLANNING FORUM SPONSORS
The Burton Law Firm ~ Speaker Sponsor
Exchange Bank, Trust & Investment Management ~ Lunch Sponsor
Weintraub Tobin ~ Bag Sponsor
Alliance Trust Company
Hanson Bridgett LLP
Moss Adams - ~ Speaker/Wine Sponsor
US Bank, Private Wealth Management
Wagner Kirkman Blaine Klomparens & Youmans LLP
Wells Fargo Private Bank
WGG Wealth Partners ~ Speaker/Raffle Sponsor
Downey Brand LLP
Bank of the West Wealth Management
Boutin Jones Inc.
Sacramento Region Community Foundation
UC Davis, Planned Giving
Wallace & Toney Valuation Advisors, Inc.
Lucas Group Financial Planners
Placer Community Foundation
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