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 2019 - 2020, please mark your calendars for:

 


September 4, 2019

Strength in Numbers
Speakers: Jennifer Dermon, John Goldman, Esq., & Rick Raybin

October 2, 2019

Multi-Channel Marketing that Works
Speaker: Michael Neundorff

November 6, 2019

Healthy Lifestyles
Speaker: Rami Bailony & Enara Health

December 4, 2019

Charity Presentation - San Mateo Police Activities League
Speaker: Chief Susan Manheimer, Former Mayor Pam Frisella, Officer Tracey Unga

January 8, 2020

Understanding Grief
Speaker: Ilana Yahdav

February 20, 2020

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

March 4, 2020

Tax Updates
Speaker: TBA

April 2020

No meeting

May 6, 2020

Social Security / Retirement
Speaker: TBA


 

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 2019-20 member year:

 

Platinum Sponsors
sgcfinancial

bostonprivate_new

bdslaw

bnymellon

parker-farmers
Gold Sponsors

Hopkins & Carley

 

McDowall Cotter, APC

Reverse Mortgage Funning

 

Interested in joining?

New applicants are required to attend at least one meeting before submitting their application for membership, and will need the endorsement of two current members (which may be sought at our meetings). We look forward to getting to know you!

join


 

 

Thank you for your interest in the
Peninsula Estate Planning Council