Beyond Stocks & Bonds

Date: Monday, October 19, 2026
Time: 05:30 PM - 08:00 PM
Location: Delta Hotels by Marriott - 2151 Laurelwood Rd, Santa Clara
Speaker: Laurie Klinkhammer & Leslie Wright (Moderated by Leila Francis)

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AGENDA
5:30 - Networking (cash bar)
6:15 - Dinner Buffet 
6:45 - SCCEPC Meeting & Sponsor Recognition
7:00 - 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 - $90
First Time Guests - $100
Return Guests - $120

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 is pending acceptance by the CFP Board for CE credit.
A general certificate of attendance will be provided for others who may be able to apply the program toward their continuing education requirements. This includes Accounting.

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