October 2025 Dinner Meeting
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Learn how to recognize situations where appointing a third-party fiduciary is the wiser path and what factors to consider in making the right choice.
AGENDA
5:30 - Networking (cash bar)
6:15 - Dinner Buffet
6:45 - SCCEPC Meeting & Sponsor Recognition
7:00 - Tales from a Third Party Fiduciary
8:00 - Concluding Remarks
REGISTRATION FEES
Fees are the same for in-person or online attendance.
Premier Members - No Fee (included in annual dues)
Regular Members - $70
First Time Guests - $80
Return Guests - $100
QUESTIONS?
Contact Danielle@SCCEPC.org
This activity has been approved for 1.0 hours of MCLE credit by the State Bar of California. The Santa Clara Estate Planning Council is a State Bar of California approved MCLE provider, MAP Provider #9350.
This program, Tales from a Third Party Fiduciary, is pending acceptance by the CFP Board for 1.0 hours of CE credit. Credit will be reported directly to the CFP Board on behalf of CFP® professionals who provide their ID number.
A general certificate of attendance will be provided for others who may be able to apply the program toward their continuing education requirements.
