May 14, 2018

Topic: Legal Legal & Regulatory Estate Planning Updates You Need to Know About

Speaker: Robert Temmerman, Esq. and Patrick Kohlmann, Esq.

Location:
Mariani’s Restaurant
2500 El Camino Real
Santa Clara, CA 95051
MAP
TO REGISTER

May 2018 SCCEPCMeeting Promo

 

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April 23, 2018

Topic : Common U.S. International Tax Issues for Individuals

Speaker: Jenny Lin

 

Location:
Mariani’s Restaurant
2500 El Camino Real
Santa Clara, CA 95051
MAP
TO REGISTER

April 2018 SCCEPCMeeting Promo

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March 19, 2018

Topic : The Planning, Administration and Litigation Under of the HEMS Standard in a Trust

Speaker: Krista Conover, Christine Kouvaris, Esq., Erin N. Kolko

 

Location:
Mariani’s Restaurant
2500 El Camino Real
Santa Clara, CA 95051
MAP
TO REGISTER
March 2018 SCCEPCMeeting Promo

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February 26, 2018

Topic : Significant Federal Estate Tax Developments

Speaker: Mike Jones, CPA

 

Location:
Mariani’s Restaurant
2500 El Camino Real
Santa Clara, CA 95051
MAP

TO REGISTER

Feb. 2018 SCCEPCMeeting Promo

 

 

 

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January 22, 2018

Topic : Financial Capacity in the Elderly: A Geriatric Psychiatrist’s Guide for Attorneys and Financial Professionals

Speaker: Dr. Aazaz U. Haq

 

Location:
Mariani’s Restaurant
2500 El Camino Real
Santa Clara, CA 95051
MAP
TO REGISTER

Jan. 2017 SCCEPCMeeting Promo

 

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November 13, 2017

Topic : Banking the International Client

Speaker: Bryon Botsford, WFB / Christie Olsson Brush, WFB

 

Location:
Mariani’s Restaurant
2500 El Camino Real
Santa Clara, CA 95051
MAP
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NOVEMBER. 2017 SCCEPC Meeting Promo NOVEMBER. 2017 SCCEPC Meeting Promo

 

 

 

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October 23, 2017

Topic : Global Fixed Income & Credit Macro Insights

Speaker: Alex Lawson, Goldman Sachs

 

Location:
Mariani’s Restaurant
2500 El Camino Real
Santa Clara, CA 95051
MAP
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october. 2017 sccepc meeting promo

 

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September 18, 2017

Topic : Transition by Design: Successful Succession of the Privately Held Business

Speaker: Susan P. Rounds is a Director in the Wealth Planning Group of Deutsche Bank Wealth Management – Americas

Location:
Mariani’s Restaurant
2500 El Camino Real
Santa Clara, CA 95051
MAP
TO REGISTER

SEPTEMBER. 2017 SCCEPC Meeting Promo

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