PEPC provides an educational and social forum for estate & financial planning professionals
Engaging within our community
Next Event!
October 7, 2025 -
Because “I Love Real Estate” is not a Fiduciary Standard (Live Event)
About Our Speakers:
Marc McKay,
National Head of Trust, Estate and Fiduciary Administration
BMO Wealth Management
and
Amy Takeuchi Wanlass,
Senior Director, Family Office Planning
BMO Family Office
Plan Ahead!
November 4, 2025 - Counseling Clients with Dementia and other Mental Conditions (Live Event)
About Our Speaker
Elijah Keyes
Certified Specialist in Estate Planning, Trust, and Probate Law by the California Board of Legal Specialization
Keyes Law Group, PC
Membership!
The new membership year started on
August 1, 2025.
Member:
Interested in becoming a member of PEPC? Click below to learn more!
The annual fee for basic membership is $200.
PEPC thanks our sponsors and members for understanding that membership can continue as we redefine how we support each other.
Annual Medallion Sponsors
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