Welcome to the Peninsula Estate Planning Council! 

 

PEPC provides an educational and social forum for those professionals on the Peninsula in the San Francisco Bay Area who are most active in personal estate and financial planning. We are an affiliate of the National Association of Estate Planners and Councils and are an approved California State Bar Continuing Legal Education (MCLE) provider.

 

We have over 125 members and our meetings are well-attended, fun and educational. Typically, we have 80 to 100 members and their guests attending each of our regular dinner programs throughout the year.

 

Speakers at each meeting discuss topics of relevance in estate planning and of interest to the PEPC membership.  Meetings take place at the Foster City Crowne Plaza on the first Wednesday of most months. For 2015 - 2016, please mark your calendars for:

 


September 9, 2015

Planning for Longevity: Medical Perspective & Legal Planning
Speakers: Dr. Mehrdad Ayati & Paul J. Barulich, Esq.

October 7, 2015

Investment and Insurance Planning for Longevity
Speakers: Bob Stafford, CFP, CLU & Tom O’Brien, CFP, CLU ChFC

November 4, 2015

Health Care Reform: Yesterday and Today
Speaker: Niko Washington

December 2, 2015

San Mateo County Ombudsman: Advocates for the Dignity of LTC Patients
Speaker: Tippy Irwin

January 6, 2016

What Every Advisor Needs to Know about Property Tax Advice
Speakers: Colleen McAvoy, JD & Lage Andersen, JD

February 3, 2016

Top International Estate & Tax Traps
Speakers: EJ Hong, Esq. & Richard Kinyon, Esq.

March 2, 2016

Intro to Work of Auctioneers in Estate Administration
Speaker: Victoria Richardson

April

No meeting

May 4, 2016

Estate Planning Paralysis: Getting Your Clients to Act
Speaker: Justin Miller, JD,LLM, CFP

July 20, 2016

PEPC, CalCPA, SMCBA Summer Networking Mixer


 

You are cordially invited to join us. For more information on topics and speakers, please refer to our Programs page.

 

 

We are grateful for the support from the following companies during the 2015-16 member year:

 

Diamond Sponsors
sgcfinancial

boston

bdlaw

BGWM_Max300

Gold Sponsors

 McDowall Cotter, APC

Hopkins & Carley

 

 

 

Thank you for your interest in the
Peninsula Estate Planning Council