Past Events

May 30, 2024 2024 SEPC Estate Planning Forum
Various
May 30, 2024 2024 Estate Planning Forum Sponsorship Opportunities
Various
April 24, 2024 SEPC April Meeting
John Prokey, Ramsbacher Prokey Leonard LLP
April 17, 2024 SEPC Spring Social
N/A
March 27, 2024 SEPC March Meeting
Jeffrey D. Haskell and Steven DuBrava - Foundation Source
February 28, 2024 SEPC February Meeting
Erik S. Hendrickson, Northern Trust
February 8, 2024 SEPC Winter Party
N/A
January 26, 2024 SEPC Volunteer Event at Front Street Animal Shelter!
N/A
January 24, 2024 SEPC January Meeting
Jacob Stein, Esq., TEP - Aliant LLP
November 15, 2023 SEPC November Meeting
Jay D. Adkisson, Managing Partner - Adkission Pitet LLP
October 25, 2023 SEPC October Meeting
Ryan Szczepanik, Senior Wealth Strategist - BNY Mellon Wealth Management
September 27, 2023 SEPC September Meeting
Kit Mac Nee, Morgan Stanley
June 8, 2023 Annual Social Meeting
N/A
May 19, 2023 2023 Estate Planning Forum Sponsorship Opportunities
Various
May 19, 2023 2023 SEPC Estate Planning Forum
Various
May 6, 2023 Rock The Block!
N/A
April 26, 2023 SEPC April Meeting
Jennifer Scharre - Temmerman, Cilley & Kohlmann, LLP
March 22, 2023 SEPC March Meeting
Justin Miller - Evercore Wealth Management, LLC
March 17, 2023 St. Patrick's Day Happy Hour Express Train
February 22, 2023 SEPC February Meeting
Andrew Verriere and Amanda Sherwood - Hartog Baer Zabronsky Verriere
January 19, 2023 SEPC Post New Year's Celebration
N/A
November 16, 2022 SEPC November Meeting
Kyle Martin - Internal Revenue Service (In Person)
October 26, 2022 SEPC October Meeting
Keith Schiller, Esq. - Schiller Law (Speaker will be Virtual)
October 20, 2022 Bawk! by Urban Roots Social Mixer
September 28, 2022 SEPC September Meeting
Peter Trieu - Crowe LLP
June 30, 2022 2022 Estate Planning Forum Sponsorship Opportunities
N/A
June 1, 2022 SEPC Annual Meeting - Come Out and Play at Fairytale Town!
N/A
May 31, 2022 2022 EPF Sponsorship
TBD
May 18, 2022 2022 Estate Planning Forum
Various
April 27, 2022 SEPC April Meeting
John Prokey - Ramsbacher Prokey Leonard LLP
March 30, 2022 SEPC Spring Mixer: Sac Yard Tap House
N/A
March 23, 2022 SEPC March Meeting
M. Read Moore, McDermott Will & Emory
February 23, 2022 SEPC February Meeting
Stephanie Buckley, Wells Fargo
December 2, 2021 SEPC Holiday Dinner Party
N/A
November 17, 2021 SEPC November Meeting
Ken Heisz - Gorman & Miller
October 27, 2021 SEPC October Meeting
Marsha Laine Dungog - Withers Worldwide
September 22, 2021 SEPC September Meeting
Paul S. Lee
September 16, 2021 SEPC Punchbowl Social
N/A
August 20, 2021 SEPC Board of Directorss
N/A
June 18, 2021 SEPC Board of Directors and Officers
June 15, 2021 SEPC Networking Event: New Helvetia Brewing Company
N/A
April 28, 2021 SEPC April Meeting
TBD
March 24, 2021 SEPC March Meeting
Sam Donaldson
February 24, 2021 SEPC February Meeting
Bryce Gill, Economist - First Trust Portfolios
February 18, 2021 Virtual Wine Tasting Event - February 18th
N/A
January 29, 2021 2021 Estate Planning Forum Sponsorship Opportunities
Various
January 29, 2021 2021 Estate Planning Forum
Various
November 18, 2020 SEPC November Meeting
Keith Schiller, Esq. - Schiller Law Group
October 28, 2020 SEPC October Meeting
Andrea Kushner - Wealth Strategies Group, Bernstein Private Wealth Management
September 23, 2020 SEPC September Meeting
Paul S. Lee - Northern Trust
September 16, 2020 Sacramento Food Bank & Family Services Volunteer Event
N/A
June 30, 2020 SEPC Member Late Meeting Fee
N/A
May 29, 2020 SEPC March Meeting (Cancelled)
Scott MacDonald
May 28, 2020 SEPC Board of Directors and Officers
N/A
April 22, 2020 SEPC April Meeting (Cancelled)
David Little
February 26, 2020 SEPC February Meeting
Patrick Fearon-Hernandez, CFA - Confluence Investment Management LLC
February 12, 2020 SEPC/FPA Joint Mixer
N/A
January 31, 2020 2020 Estate Planning Forum
Various
January 31, 2020 2020 Estate Planning Forum Sponsorships
Various
December 11, 2019 SEPC Holiday Party
N/A
November 20, 2019 SEPC November Meeting
Jeff Makoff
November 1, 2019 SEPC October Mixer
N/A
October 23, 2019 SEPC October Meeting
William Finestone and Carol Bradford
September 28, 2019 Team SEPC - 2019 Walk to End Alzheimer's
N/A
September 25, 2019 SEPC September Meeting
Glenn Hammel, Ph.D.
June 10, 2019 SEPC Annual Meeting
N/A
April 24, 2019 SEPC April Meeting
Howard Sanger, Attorney – Sanger & Manes LLP
April 3, 2019 Capital Stage Company Presents: Vietgone
N/A
March 27, 2019 SEPC March Meeting
Mark Vorsatz, Managing Director and CEO - Andersen Tax
March 27, 2019 March Meeting - PAF Guests
Mark Vorsatz,
February 27, 2019 SEPC February Meeting
Andrea Ross, J.D., LL.M., Director, Wealth Strategies Group, Bernstein – Los Angeles, CA
February 13, 2019 SEPC Joint February Mixer
N/A
January 24, 2019 Kitces Estate Planning Forum
Various
January 24, 2019 2019 Estate Planning Forum (formerly Technical Forum)
Various Speakers
January 24, 2019 2019 Estate Planning Forum Sponsorships
N/A
December 5, 2018 SEPC Holiday Party
N/A
November 14, 2018 SEPC November Meeting
Joy C. Chang, Partner - Withers Worldwide
November 8, 2018 Help Bag Items for Food Bank’s Annual Turkey Distribution
N/A
October 24, 2018 SEPC October Meeting
Annette Nellen, CPA, CGMA, Esq.– San Jose State University
September 26, 2018 SEPC September Meeting
Matthew F. Burke - Law Office of Matthew F. Burke
June 30, 2018 SEPC New Member Dues (Qtr Payment)
May 31, 2018 SEPC Annual Meeting
N/A
April 25, 2018 SEPC April Meeting
Shirley Kovar, Attorney
March 28, 2018 SEPC March Meeting
Kevin Urbatsch, Esq. - Urbatsch Law Firm P.C
February 28, 2018 SEPC February Meeting
Jonathan Canick, Ph.D. - Brown & Toland Physicians
February 15, 2018 SEPC Joint February Mixer
N/A
January 12, 2018 2018 Technical Forum
Various
January 5, 2018 2018 Technical Forum Sponsorships
Various
December 14, 2017 Suspects Dinner Theater
N/A
November 30, 2017 November Mixer
N/A
November 15, 2017 SEPC November Meeting
October 25, 2017 SEPC October Meeting
Craig Ackerman - Ackerman Realty
September 27, 2017 SEPC September Meeting
Bette Epstein, Mediator, ADR Services, Inc.
August 24, 2017 SEPC August Mixer
N/A
June 30, 2017 Annual Meeting
N/A
June 30, 2017 SEPC Guest Payments
N/A
June 30, 2017 SEPC Member Late Meeting Fee
N/A
June 30, 2017 SEPC Member Fee
June 30, 2017 New Member Fee
June 30, 2017 SEPC Technical Forum Sponsorship - Sanli Pastore & Hill
N/A
May 23, 2017 SEPC Annual Meeting
N/A
May 14, 2017 Technical Forum Sponsor - Crowe Horwath
N/A
May 14, 2017 Technical Forum Sponsor - Pacific Investment Consultants
April 26, 2017 Fallout from Doolittle: How to Bulletproof Trusts from Contests and Strategically Use Attorney’s Fees Provisions and Statutes
David Baer
March 22, 2017 Capital Gains Tax Planning in a World Without Estate Tax
March 16, 2017 Pre - St. Patrick’s Day Mixer!
Not Applicable
February 22, 2017 Registration Closes Today! The Equality/Efficiency Cycle: A Watershed
Bill O’Grady
January 31, 2017 2017 Technical Forum
Various
January 31, 2017 2017 Technical Forum Sponsorships
Various
December 7, 2016 Holiday Party
N/A
November 16, 2016 Charitable Remainder Trusts vs. The Pooled Income Fund – An Explanation of the Advantages and Challenges of Each
Randy Fox
October 26, 2016 Recent Developments in Estate & Gift Tax at the Internal Revenue Service
Kyle Martin
October 13, 2016 October Mixer
N/A
September 28, 2016 Navigating through Risks and Volatility in Financial Markets – Global, National, and Local Perspectives
Sanjay Varshney
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