Affiliated with the National Association of Estate Planners & Councils

PEPC provides an educational and social forum for estate & financial planning professionals

Recent Events

The Secure Act's Changes and You
Speakers: Tom Foster, Managing Director, The Retirement Advisor University
March 04, 2020

How the Heckerling
Did It Get To Be 2020?
Laurelle Gutierrez, Charles Packer
and Mark Shepherd

February 20, 2020

Understanding Grief
Speaker:Ilana Yahdav
January 8, 2020
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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 125 members and our meetings are well-attended, fun and educational. Typically, we have 80 to 100 members and their guests attending each of our regular dinner programs throughout the year.

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Join Us

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.
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Upcoming Event

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

Speaker: Jamie Furlong, Registered Representative, Bangerter Financial Services

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.

To register online for this event, please click here.