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 2016 - 2017, please mark your calendars for:


September 7, 2016

Technologies for Aging in Place
Speakers: Wesley Cheng

October 5, 2016

Avoiding Physical and Financial Crisis in Your "Not So Golden" Years
Speakers: Minda Cutcher, Richard Lambie, and Patricia Maxwell

November 2, 2016

When Life Ends...Communicating With Those Left Behind
Speaker: Libby Palomeque

December 7, 2016

Annual Charity Presentation
Speaker: Sue Digre

January 4, 2017

E-Marketing for Professionals
Speakers: David Mitroff and Michael Neuendorf

February 16, 2017

Post-Heckerling (special luncheon presentation)
Speakers: Charles Packer, Mark Shepherd, and Laurel Gutierrez

March 1, 2017

Understanding Reverse Mortgages
Speakers: Dave Stormong and Judy Schwartz


No meeting

May 3, 2017

Annual Tax Update
Speaker: Lawrence Pon

July 19, 2017 PEPC/CalCPA/SMBA Summer Networking Event


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 2016-17 member year:


Diamond Sponsors




Gold Sponsors

 McDowall Cotter, APC

Hopkins & Carley




Thank you for your interest in the
Peninsula Estate Planning Council