Upcoming Programs

January 9, 2019 - Recent Developments in Special Needs Planning
with Ellen Cookman, Esq.

Our presenter will provide a lively and informative presentation on the basics of special needs trusts as well as a deeper dive into more complex issues.

To register online for this event, please click here.

We welcome Home Care Assistance and Senior Seasons as Platinum Co-Sponsors and Capital Group as Silver Sponsor for this event.







December 5, 2018 - Increasing Assets Under Management
with Jeff Hesseltine, The Salvation Army

Our presenter delved into tax advantaged charitable plans that benefit advisor's clients, their families, and charities.

We are grateful to SGC Financial and Insurance Services for providing  Platinum Sponsorship of this event, as well as Caplan and Wong CPAs, LLP for their Silver Sponsorship.


November 7, 2018 - Cyber Crime
with Michael Price, MPA Networks

Our speaker addressed how cyber crime got to where it is today, where it's going, and what we can and cannot do about it to protect our businesses and our clients

Our thanks to our Platinum Sponsor, Boston Private, and Silver Sponsor, Aaron Riechert Carpol & Riffle, APC, for their generous support of this event.


October 3, 2018 - LGBTQ Estate Planning
with Alma Soongi Beck, Esq.

Our speaker addressed differences and nuances of working with same-sex couples, and highlighted some of the issues for practitioners to keep aware of when working not only with same-sex couples, but also with opposite-sex unmarried couples.

Our thanks to our Silver Sponsor, Reverse Mortgage Funding, for their generous support of this event.


September 5, 2018 - Attacking and Defending Trusts in a Divorce
with Justin Miller

Our speaker addressed the issues that often arise with types of trust structures during the divorce process, and showed how to analyze how certain trusts can be used as a creative solution for difficult divorce cases.

Our thanks to our Platinum Sponsor, McDowall Cotter for their generous support of this event.


May 2, 2018 - Annual Tax Update: Estate Planning
with Elizabeth Sevilla, CLU, ChFc

Our presenter discussed the changes in the tax code over the past year, and how they affect estate planning professionals and their clients.

Our thanks to BNY Mellon as Platinum Sponsor and Capital Group as Silver Sponsor for this event.


March 7, 2018 - Avoiding Common Problems in Estate Planning
with  Walt Shjeflo, Esq.

Our presenter discussed the objects of estate planning, which is a more complicated question than one might think.

Our thanks to Barulich Dugoni Law Group as Platinum Sponsor and Brian Wong, CFP as Silver Sponsor for this event.


February 15, 2018 - What The Heck Just Happened In DC On 12/22, In Disney (Orlando) January 22 – 26 And Now In San Mateo?
with Laurelle Gutierrez, Charles Packer & Mark Shepherd

A special joint luncheon with the San Mateo County Bar Association in which the presenters summarized the latest thinking in Estate Planning gleaned from the 52nd Annual Heckerling Institute conference.

Our thanks to Boston Private as Platinum Sponsor and Bay Laurel Legal Group as Silver Sponsor for this event.


January 10, 2018 - Daddy Lost His Marbles: Now What: A Primer on Financial Elder Abuse and Capacity
with Steven Braccini, Esq.

Our presenter spoke on the growing field of financial elder abuse and mental capacity.

Our thanks to our Gold Co-Sponsors, Home Care Assistance & Senior Seasons and Silver Sponsor, Caring Hands Caregivers as sponsors for this event.