Join us for our next meeting
May 1, 2024 - The "Goldilocks Conundrum" - Selecting the Right Trustee for You
Our presenters, Pablo O'Brien, a local private fiduciary, and Cynthia Lemus, a Senior Trust Officer with Mechanics Bank, will discuss the benefits of selecting a third party trustee as well as the different services provided by both. They will also share some redacted stories of how complicated family dynamics, challenging beneficiaries and clients can make life interesting for anybody serving as a Trustee.
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Join us next month for our March meeting
May , 2024 - Private Professional Panel
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Renewals are now due for our existing members!
If you are not a member, do you want to be?
Member:
A Member is an individual who meets certain experience and category requirements. Each Member will be listed in the PEPC website directory and is entitled to vote for Board Members and Officers and to attend the PEPC dinner programs at the membership pricing. The annual fee for basic membership is $100.
Executive Member:
An Executive Member must meet the requirements of a Member and will be given all benefits of a Member. Additionally an Executive Member’s portrait, a brief introduction to the Executive Member’s business, and a link to the Executive Member’s business website will be included in the PEPC website directory. The annual fee for Executive membership is $200.