2024 SEPC Estate Planning Forum - Save the Date!

Date: Thursday, May 30, 2024
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


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

DIAMOND SPONSOR
The Burton Law Firm
~ Speaker Sponsor
Exchange Bank, Trust & Investment Management
~ Lunch Sponsor
Weintraub Tobin
~ Bag Sponsor

PLATINUM SPONSOR

Alliance Trust Company
Buchalter
Gilbert CPAs
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

GOLD SPONSOR
BNY Mellon
CAPTRUST
Crowe LLP
Downey Brand LLP


SILVER SPONSOR
Bank of the West Wealth Management
Boutin Jones Inc.
Craig Cares
HoyleCohen
MPI Valuation
Sacramento Region Community Foundation
UC Davis, Planned Giving
Wallace & Toney Valuation Advisors, Inc.


BRONZE SPONSOR
Lucas Group Financial Planners
Placer Community Foundation

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