SANTA CLARA COUNTY ESTATE PLANNING COUNCIL

This session will explore strategies for protecting and providing for loved ones who rely on you financially. Our speakers will cover practical estate planning tools—such as trusts, beneficiary designations, and care provisions—that can help ensure stability and security for dependents. Attendees will gain insight into how to balance current support with long-term planning and learn key steps to safeguard the future for those who matter most.

AGENDA
5:30 - Networking (cash bar)
6:15 - Dinner Buffet 
6:45 - SCCEPC Meeting & Sponsor Recognition
7:00 - Speaker Presentation
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
FPA 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, 2025 Annual Legal Review, 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.