Past Events
December 9, 2024 |
December 2024 Dinner Meeting
Expert Panel - Kohlmann, Prokey and Braccini |
October 28, 2024 |
October Dinner Meeting
Charitable Giving & Financial Strategies |
September 16, 2024 |
2024-25 Season Kickoff
Judge Takaichi |
May 31, 2024 |
(RECORDING) 2023 Legal Update
Expert Panel |
May 31, 2024 |
(RECORDING) Heckerling Highlights
Expert Panel: Shepherd, Packer & Gutierrez |
May 31, 2024 |
(RECORDING) Special Needs Planning: It Takes a Village
Expert Panel |
May 20, 2024 |
2024 Annual Meeting w/ CE Program
Eric Gravink, Esq. & Gene Williams, MAI, CRE |
April 22, 2024 |
April 2024 Dinner
Michael Gray, CPA |
March 25, 2024 |
March Happy Hour Meeting
Kyle C. Martin, Esq. |
February 26, 2024 |
2024 Past Presidents Dinner
Julia McDowell, Partner & Certified Family Law Specialist |
January 22, 2024 |
January Lunch Meeting
Heckerling Highlights by Shepherd, Packer & Gutierrez |
December 4, 2023 |
December 2023 Dinner Meeting
Expert Panel - Kohlmann, Prokey and Braccini |
October 23, 2023 |
October Lunch Meeting
Special Needs Planning: It Takes a Village |
September 18, 2023 |
2023-24 Season Kickoff
Judge Arroyo & Judge Takaichi |
May 22, 2023 |
Annual Legal Update
Jennifer Scharre & Erin A. Norcia |
April 24, 2023 |
April 2023 Dinner Meeting
Michael Gray, CPA |
March 20, 2023 |
March 2023 Dinner Meeting
Richard S. Kinyon & EJ Hong |
February 27, 2023 |
Past Presidents' Dinner & CE Program
Roberta Eckert CRPC, RICP, CLTC |
January 23, 2023 |
January 2023 LUNCH Meeting
Justin Miller, Esq. |
November 14, 2022 |
November 2022 Dinner Meeting
Jennifer Cunneen, Esq. & Norm Hulberg |
October 17, 2022 |
October 2022 Dinner Meeting
Peter Stern, JD |
September 19, 2022 |
September 2022 Dinner Meeting (w/ live streaming)
Judge Lori E. Pegg |
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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