About

President's Message

Dear Members and Visitors,

Welcome to the PEPC 2023-2024 year! The board of directors and I are excited about the upcoming year and all that we have planned for our members. We are beginning the year strong, with robust membership numbers and an excellent line-up of esteemed speakers.


As I begin my tenure, my focus is going to be on increasing value for our members, many of whom have belonged to the association for several years. Thank you for your continued support and engagement.   We want this to be the group where you look forward to connecting with your peers, meeting old friends, and making many new ones. And as such, we want to hear from you. Please feel free to connect with any of the board members or find us on the website.


Here's to a great year of friendship and learning!  


Rashida Lilani


ABOUT US


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 100 members and our regular dinner programs and networking meetings are well-attended, fun and educational.
 
Speakers at each meeting discuss topics of relevance in estate planning and of interest to the PEPC membership. 

Meetings take place at the Elks Lodge, San Mateo on the first Wednesday of most months. 

NAEPC

As an affiliate of the National Association of Estate Planners & Councils (NAEPC), your membership in PEPC brings you into a larger community consisting of over 26,000 members nationwide. Through that affiliation, we offer a variety of discounts and special offers on:

  • Software
  • Subscriptions and publications, including NAEPC Journal of Estate & Tax Planning
  • Marketing and website design services
  • Presentation materials & office supplies
  • Other benefits, programs & services.

You may request your member password by  clicking here to email our Executive Director.


***LEARN MORE by attending our March 1, 2023 event: How to Get the Most Out of Your PEPC Membership***


Past Presidents

Past Presidents

1977-78: Donald Ricci*
1978-79: Marion Brown, Esq.
1979-80: Gilbert Armando*
1980-81: Ray Hemming, CPA*
1981-82: Donald A. Wilson, Esq.
1982-83: Robert E. Dooley, CLU, ChFC*
1983-84: Elizabeth van Gommel*
1984-85: David L. Hunt, P.A.
1985-86: John R. Dettner, Esq.*
1986-87: J. David Grathwohl*
1987-88: Norman A. Hagen, CLU
1988-89: Richard “Dick” Shoup*
1989-90: Sanford P. Blank, CPA*
1990-91: Stanley Gross, CPA
1991-92: Mary Miner, CPA
1992-93: Lynne Johnston
1993-94: Douglas S. McGlashan, Esq.
1994-95: Brigette Gallo
1995-96: William Dobbs, CLU*
1996-97: James W. Parker, AEP*
1997-98: James W. Parker, AEP*
1998-99: Michael E. Pitts, Esq.
1999-00: Robert Barone, CLU, ChFC
2000-01: Albert Blumenthal, CPA
2001-02: John F. Farbstein, Esq.
2002-03: Tom Befumo, CLU
2003-04: Robert J. Lovejoy, CFP, CPA/PFS, AEP
2004-05: Anna Paiva
2005-06: Colleen McAvoy, Esq.*
2006-07: Stephen D. Steiner
2007-08: Gregory P. Menzel, Esq.
2008-09: Joseph H. McKane, CLU
2009-10: Nancy E. Johnson, CFA
2010-11: Richard A. "Rick" Gross, J.D.
2011-12: Mark E. Jamison
2012-13: Lori Palmatier, Esq.
2012-14: Stephen Ink, Esq.
2014-15: Cynthia Lemus, Esq.
2015-16: Michael Schmitz
2016-17: Jennifer George
2017-18: Robert Vale, Esq.
2018-19: John P. Golden, Esq.

2019-20: Steve Parker

2020-21: Jodi De Smidt

2021-22: Nicole Warmerdam, Esq.

2022-23: Nazar Ghosseiri, Esq.

*Deceased


Share by: