Upcoming Programs


December 6, 2017 - The Relevance Of Impact Investing To Wealthy Families And Their Advisors
with Stephanie Cohn Rupp & Bert Feuss

Our presenters will provide a broad perspective of the impact investing field from both the philanthropic and wealth management perspectives.

We welcome SGC Financial as Platinum Sponsor for the pre-dinner reception.

sgcfinancial 

To register online for this event, please click here.

To print a PDF flyer for this event, please click here.

 

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PAST PROGRAMS

 

November 1, 2017 - Inbound Planning For Silicon Valley's Foreign Clients

with Sophie Alcorn, Esq.

Our presenter spoke on the current immigration legal system and provided an understanding of the most common visa types and immgration statuses in Silicon Valley. She also discussed how to be sensitive to immigration issues in the estate planning process.

Our thanks to our Gold Sponsor, Hopkins & Carley and Silver Sponsor Aaron, Riechert, Carpol & Riffle, APC as sponsors for this event.

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October 4, 2017 - How Knowledge Of Hospice And Palliative Care Can Help You Best Serve Your Clients

with Libby Hagman, RN

Our presenter spoke on the Peninsula's "Silver Tsunami" and the challenges our elderly and their families face. We learned how hospice and palliative care can provide a higher quality of life for those in their older years.

Our thanks to our Silver Sponsor, Reverse Mortgage Funding as sponsor for this event.

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September 6, 2017 - Got Risk? Understanding Risk Oversights Made by Individuals and Small Businesses 

with Bernard Lauper, CEO of MacCorkle Insurance

Mr. Lauper spoke to us on the risk that individuals and small businesses may be exposed to and how to potentially eliminate, reduce and when appropriate transfer it.

Our thanks to our Platinum Sponsor, McDowall Cotter and Silver Sponsor, American Trust as sponsors for this event.

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May 6, 2017 - Annual Tax Date 

with Lawrence Pon, CPA/PFS, CFP, EA, USTCP

Our own member, Lawrence Pon, spoke to us on recent and possible tax changes under the Trump Administration, as well considerations and tax traps on which to keep our eyes.

Our thanks to our Platinum Sponsor, BNY Mellon Wealth Management and Silver Sponsor, Anderson, Yazdi, Hwang, Minton & Horn, LLP as sponsors for this event.

bnymellon

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February 16, 2017 - What the Heckerling Just Happened?

with Charles Packer, Mark Shepherd & Laurelle Gutierrez

Just back from the Heckerling Institute on Estate Planning in Florida , our speakers provided a summary, an update, and plenty of speculation about what is to come in the estate planning world.

Our thanks to our Platinum Sponsor, Home Care Assistance and Silver Sponsor, Capital Group Private Client Services as sponsors for this event.

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January 4, 2017 - Digital Marketing Strategies for Measurable Results 

with Michael Neuendorff & David Mitroff

Our speakers reviewed strategies and practices we and our companies can use to take business development and marketing efforts to the next level.

Our thanks to our Gold Sponsor, Hopkins & Carley and Silver Sponsor, San Mateo County History Association as sponsors for this event.

hopkinscarley

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December 7, 2016 - Free Family Support Services and Advocacy 

with Sue Digre

Our presenter gave us an overview of how our professions may serve developmentally disabled children in overcoming the obstactles they face.

Our thanks to our Gold Sponsor, McDowall Cotter and Silver Sponsor, American Trust as sponsors for this event.

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November 2, 2016 - When Life Ends...Communicating with Those Left Behind 

with Libby Palomeque

Our presenter showed us how we as professionals can interact with grievers in the most effective way.

Our thanks to our Diamond Sponsor, SGC Financial and Silver Sponsor, Aaron Riechert Carpol. & Riffle as sponsors for this event.

sgcfinancial

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October 5, 2016 - Avoiding Physical and Financial Crisis in the "Not So Golden" Years 

with Minda Cutcher, Richard Lambie, and Patricia Player Maxwell

Our presenters gave us a better understanding of what resources are available in the areas of Organizing Pysical Space and Documents, Health Care Management, and Financial and Medical Decision Making.

Our thanks to our Diamond Sponsor, Home Care Assistance and Silver Sponsor, KAL Financial as sponsors for this event.

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September 7, 2016 - Technologies for Aging in Place 

with Wesley Cheng, Televisit

We surveyed the existing and emerging technologies for aging in place, as well as the barriers of adoption.

Our thanks to our Diamond Sponsor, Boston Private Bank and Silver Sponsor, Reverse Mortgage Funding.

boston

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