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BEGIN:VEVENT
DTSTART:20240229T010000Z
DTEND:20240229T033000Z
LOCATION:Sutter Club (Sacramento Room)
UID:2488520240229T010000ZSEPC February Meeting
DTSTAMP:20260408T101159Z
DESCRIPTION:\n\n \n\nAll in-person seating is reserved and Zoom is the only remaining option.\n \n\nFebruary Meeting\n\n[Erik S. Hendrickson, ChFC®, Senior Vice President Managing Wealth Advisor - Northern Trust](/assets/Councils/SacramentoEPC-CA/userContent/files/Hendrickson%20Erik%20Biography.pdf)\n\n"Rate My Plan” – Planning Opportunities and Pitfalls in an Elevated Interest Rate Environment\n\nEstate planning and wealth transfer techniques are impacted by the economic and capital markets landscape, including prevailing interest rates.  There are strategies that are well-suited to a lower rate environment, and some are more efficient in higher rate environments.  Add that to the potential sunsetting of the transfer tax exemptions at the end of 2025 and you get some interesting math that is bound by time.  We’ll explore different strategies clients may want to consider and traps they should look to avoid as they plan ahead of 2025.\n\nLocation\n Sutter Club, Sacramento Room\n 1220 Ninth Street\n\nParking\n Sutter Club, Garage\n 824 L Street\n \nZoom Attendees\n Please sign in promptly so you have adequate opportunity to prepare for the meeting. \n \nZoom information will be emailed the day before as well as the time to sign in for the meeting.\n\nAgenda\n Registration/Cocktails: 5:00 p.m.\n Meeting/Dinner: 5:45 p.m.\n Presentation: 6:30 p.m. - 7:30 p.m.\n\nCost\n SEPC Members (Zoom): $35 Non-Members (Zoom): $50 \n\nFor More Information\n Contact: Raquel Altavilla\n Phone: 916.715.5939\n Email: admin@sacepc.org\n\n\nZoom registration will close on Monday, February 26.\n No refunds after February 21.\n
SUMMARY:SEPC February Meeting - Sacramento Estate Planning Council 
PRIORITY:3
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TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
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