Past Events

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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