SANTA CLARA COUNTY ESTATE PLANNING COUNCIL

As a trusted advisor, you're often asked to help clients navigate not only complex financial matters but also deeply personal questions about legacy, purpose and community impact. In this talk, learn how community foundations can be powerful allies in this process.

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
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.