Past Events

May 24, 2022 2022 Annual Meeting & Legal Update
Jennifer F. Scharre & Erin A. Norcia
April 26, 2022 April 2022 Dinner @ LvL Up
Behavioral Finance with Magic by Theron Schaub, BFA
March 22, 2022 March 2022 Webinar
Frank R. Acuña
February 22, 2022 February 2022 Webinar
Professor Anette Nellen, CPA, CGMA, Esq. - San Jose State University
January 25, 2022 January 2022 Webinar - Estate and Gift Tax Update
Kyle Martin, IRS Supervisory Attorney
November 30, 2021 November Webinar
Melissa Karlsten & Chelsea Suttmann
October 31, 2021 RECORDING Judge Emede & Judge Pegg
Working Toward a New Normal: Santa Clara County Probate Court in 2021
October 26, 2021 October 2021 Webinar
Kevin Urbatsch, Esq.
September 28, 2021 2021-22 Season Kickoff Webinar
Judge Emede & Judge Pegg
May 25, 2021 2021 Annual Meeting
Jennifer F. Scharre & Erin A. Norcia
April 27, 2021 April 2021 Meeting
Russ Marshall & Patrick Kohlmann
April 6, 2021 Hot Topic BONUS Webinar
Travis Neal
March 12, 2021 March 2021 Meeting
Dr. Nathan Harness, CFP®
February 23, 2021 February 2021 Webinar & Past Presidents Recognition
Todd B. Wohl, AM, NAA, BRE
February 19, 2021 California Prop 19 Recording
Jennifer F. Scharre, Temmerman, Cilley & Kohlmann, LLP
January 26, 2021 January 2021 Meeting
LGBTQ Issues in Estate Planning presented by Susan von Herrmann & Jody Bryson
January 5, 2021 Hot Topic BONUS Webinar
California Proposition 19 presented by Jennifer F. Scharre, Temmerman, Cilley & Kohlmann, LLP
December 1, 2020 2020 Holiday Meeting
Justina Lai, Wetherby Asset Management
November 12, 2020 Let's toast to great conversations! A Virtual Wine Tasting & Networking Event
Tasting by Guglielmo Winery & How to Ensure a Successful Family Business Succession by Peter Johnson of the University of the Pacific Institute for Family Business
October 27, 2020 October 2020 Webinar
Steven L. Walker, Esq., Tax Attorney & Adjunct Professor, USF Law School
October 19, 2020 CARES Act Webinar
Mary Quilici Aumack, CEO of The Catholic Community Foundation of Santa Clara County
September 22, 2020 2020-21 Season Kickoff Webinar
Judge Julie Emede, Santa Clara County, Superior Court, Probate Division
July 28, 2020 Mindful on Wall Street
Douglas Martin, Andrew Scheffer & Darryl H. Ng
May 18, 2020 May 2020 Virtual Program & Annual Meeting
Robert E. Temmerman, Jr. & Jennifer F. Sharre
April 20, 2020 April 20, 2020 Virtual Networking
Discussion Topic TBD - please provide input upon registration
March 23, 2020 March 2020 Virtual Meeting
Richard M. Weber, MBA, CLU, AEP
February 24, 2020 February 2020 Dinner & Past Presidents Meeting
Jim Brown, ASA, CFP® & Expert Panel
January 13, 2020 January 2020 Dinner Meeting
Michael C. Gray, CPA
November 18, 2019 November 2019 Dinner Meeting
Theron Schaub, VP, Strategic Relations at Loring Ward
October 21, 2019 October 2019 Dinner Meeting
Steven L. Walker, Esq., Tax Attorney & Adjunct Professor, USF Law School
September 23, 2019 2019 - 20 Season Kickoff Meeting
Judge Julie Emede, Santa Clara County, Superior Court, Probate Division
May 23, 2019 Bocce Ball Social Event
May 13, 2019 2019 Annual Meeting
April 22, 2019 April 2019 Dinner Meeting
Christopher Giordano, AIF
March 18, 2019 March 2019 Dinner Meeting
Richard H. Lambie and Dan Berris JD
February 25, 2019 February 2019 Dinner Meeting
Michael J. Jones, CPA
January 28, 2019 January 2019 Dinner Meeting
James S. Aussem, JD, AEP®
November 19, 2018 November 2018 Dinner Meeting
Jeffrey D. Haskell, J.D., LL.M.
October 22, 2018 October 2018 Dinner Meeting
Cynthia J. Thorp, JD
September 24, 2018 SCCEPC 2018-19 Season Kickoff Meeting
Stephen S. Wu
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