Affiliated with the National Association of Estate Planners & Councils

Upcoming Events

January 06, 2021 – CalSavers - California State Mandated Retirement Plan

Speaker: Eric Petersen, Pension Consultant, Hicks Pension Services

The state of California is forcing most businesses in the state to sponsor a retirement plan.  For businesses who currently do not sponsor a qualified retirement plan, the state is offering a plan called CalSavers. This mandate forces businesses to take action.  CalSavers has several requirements which could be difficult  for businesses to comply with on their own.  The good news is that there are other options.

This presentation will detail the requirements of the CalSavers program and explore the alternatives.  Our hope is that the audience leaves with a mandate of their own to educate the businesses that they are in contact with and help guide them to the proper retirement plan that works best for them.  There will be a massive need for consulting on this complicated mandate and the attendees to this presentation should walk away with enough information to help with this consulting effort.

Eric Petersen brings a qualified background to Hicks Pension Services. After receiving an M.B.A. from San Diego State University, Eric spent four years as a plan administrator.  As an administrator Eric established himself as an expert in the intricacies of IRS tax code as it relates to qualified plans.  He also has received accreditation from The National Institute for Pension Administrators. Since coming to Hicks Pension Services as a consultant, Eric has been directly involved in the design and installation of more than 4,950 qualified plans. Eric has been with Hicks Pension Services for 23 years.

Eric is a regular guest speaker around the Bay Area.  He has given his "Circle Talk" presentation to organizations such as The Northern California Human Resources Council, The Financial Planning Association (FPA), The International Association for Financial Planning (IAFP), The Southern Alameda County Life Underwriters Association, The National Association of Insurance and Financial Advisors (NAIFA) and The International Association of Registered Financial Consultants (IARFC).

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October 07, 2020 – Creating a Better Client Experience with Stories, Sketches...and Magic!

Speaker: Theron Schaub

Leading your clients to 'a-ha' moments of understanding and inspiration is at the heart of our work as financial professionals. But topics like risk, diversification, and factor based investing can seem difficult to explain. Theron Schaub, Loring Ward's VP of Strategic Relations, shares new ideas for talking about these foundational topics and investment principals in ways that will surprise even the most seasoned professional.

As VP, of Strategic Relations, Theron leads the firms speaking, campaign, and recruiting efforts. Additionally, he maintains relationships with distribution partners such as broker-dealers, custodians, and model exchange platforms. Theron brings a unique twist to the financial sector as a professional magician. Self-taught and performing for over 25 years, Theron holds several first place awards for his craft. Theron also produces one of magic industry’s top educations conference’s for performers looking to take their skills to the next level. He applies the practice and discipline that is required to master a craft such as magic to his work at Loring Ward, helping financial professionals tell a more compelling story and give memorable presentations.

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Past Events

May 06, 2020 – Delaware Statutory Trusts & The 1031 Exchange: Can I Really Give up Toilets, Tenants, and Trash? (Live Webinar)

Note that due to the current situation resulting from the COVID-19 outbreak, this event will be presented as a live webinar rather than a dinner presentation. As this is our premiere digital event, there is no charge to register. Registrations will be limited to the first 100 registrants.

Speaker: Jamie Furlong, Registered Representative, Bangerter Financial Services

As advisors, you likely know the benefits of investing in real estate: cash flow and growth potential, diversification to stocks and bonds, tax deductions, depreciation and the ability to grow your wealth potential tax deferred though a 1031 exchange. But do you know the benefits of securitized real estate investing? Do you even know what securitized real estate investing is?

Join Jamie Furlong from Bangerter Financial Services to learn how you and your clients may benefit from securitized real estate investments when in or considering a 1031 exchange. Jamie will review the investment vehicle called the Delaware Statutory Trust, which is a multi-owner, management-free real estate entity that has been approved by the IRS as like-kind real estate for a 1031 exchange. She’ll use real life examples to show you how the Delaware Statutory Trust has helped her clients retire from land-lording, replace their income, and defer taxes. You may be relieved to learn there’s more options for your clients in their 1031 exchange than what you previously thought.

This is informational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Because investor situations and objectives vary this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. Real estate investments involve risks, which will be discussed at this event. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SICP. Bangerter Financial Services is independent of CIS, both of whom are independent of PEPC, BNY Mellon and Edward Jones.

Jamie Furlong is a graduate of the University of Southern California where she earned a Bachelor of Science in Mathematics and Economics. Jamie holds a series 22 license. In the Fall of 2019 Jamie and her father, Patrick, joined their real estate investment firm with Bangerter Financial, where Jamie specializes in securitized real estate investments. Most of Jamie’s clients are in, or considering, a 1031 exchange, and rely on her to help them navigate the complexities and time restrictions in the ever-changing 1031 environment. Jamie is a member of the Rotary Club of Sacramento, the Urban Land Institute, and is a board member for CalCPA Sacramento, Odyssey of the Mind Capitol Gold Region, and the Sacramento Rotary Foundation Board of Trustees.

  We welcome Edward Jones as Silver sponsor of this event.

Webinar Information

This will be a live webinar via the Zoom online meeting system. There is no cost to attend, but you must RSVP by emailing Only those who RSVP will receive the link for accessing the meeting.

This event is free and open to all, so please feel free to share this invitation with family members, colleagues, and friends.

Registration will close on May 5th or if we meet our 100 attendee limit. Registration for the meeting is first-come, first-served as we have a limited capacity. If we meet our 100 participant limit, additional participants cannot be added for any reason.

We recommend that you download and install the Zoom client application prior to the event for the best experience.

IMPORTANT REGISTRATION NOTE: Do not use the Purchase Tickets or Register For Event buttons below. Since there is no cost for this presentation, you register by sending an email to

March 04, 2020 – The Secure Act's Changes and You (2019 SECURE ACT)

The Secure Act's Changes and You (2019 Secure Act)

Speakers: Tom Foster, Managing Director, The Retirement Advisor University

Congress has made retirement savings history with passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act as part of the government appropriations bill for fiscal 2020.

On March 4, Tom Foster, Managing Director, The Retirement Advisor University, will start spreading the news: millions of small businesses and their workers now have a new opportunity for a more secure retirement.

It will also explore the opportunities  the Secure Act  creates for those who service these groups in various capacities

We thank Barulich Dugoni & Suttmann Law Group as Platinum sponsor of this event.

February 20, 2020 – How the Heckerling Did It Get To Be 2020?

Speakers: Laurelle Gutierrez, Charles Packer and Mark Shepherd

Fresh from the 54th Annual Heckerling Institute on Estate Planning, Laurelle Gutierrez, Charles (Chuck) Packer and Mark Shepherd will discuss a Heck of a lot from the Institute, including but not limited to:

1.   Shrinkage (of the stretch-IRA)
2.   Growth (2020 inflation factors)
3.   Magic (of grantor trusts)
4.   C, or not to C (corporations)
5.   Paranoia (Powell or otherwise)
6.   Exit Stage Right (in light of Kaestner)
7.   Friends (may be your favorite charity)
8.   Gambling (with or by Grandma)
9.   And a Heck of a lot more (or less)

Lunch will be provided

We thank Hopkins & Carley as Platinum sponsor of this event.

January 08, 2020 – Understanding Grief

Speaker:Ilana Shapiro Yahdav, MPA

Grief Recovery Method Group Program - Grief is a non-linear journey that is unique for every single person. Grief Recovery does not mean that you'll ever forget your loved one, or never feel sad. It means that you'll learn the tools to feel better and heal your broken heart.

December 04, 2019 – San Mateo Police Activities League

The program management is a joint collaboration between the San Mateo Police Department and the San Mateo Parks and Recreation Department that focuses on the prevention of juvenile delinquency and crime by creating meaningful, positive experiences between police officers and youth.

November 06, 2019 – Healthy Lifestyles

Rami Bailony, Enara Health

Enara Health - Our mission is to develop the first ever platform to scale obesity treatment. 70% of the adult population in the United States is either overweight or obese. The rate of obesity worldwide since 1980 has nearly doubled. In the U.S. we spend 315 billion dollars annually on various weight loss methods, none of them except surgery has been been successful at providing lasting weight loss.

October 02, 2019 – Marketing in the PEPC Community

John Golden - Estate Attorney