Past Events

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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