Past Events
November 20, 2024 | California Central Coast Estate Planning Council Members-Only Holiday Party |
October 16, 2024 |
October Monthly Membership Meeting
A Special Thanks to our event sponsor: Brooke Salvini of Salvini Financial Planning |
September 18, 2024 |
September Monthly Membership Meeting
Paul Bartschi of Merrill Lynch on “Protecting Fiduciaries from Liability” |
August 21, 2024 | CCCEPC's Summer Soirée at the Yacht Club! |
July 17, 2024 | July Monthly Membership Meeting |
June 19, 2024 |
June Monthly Membership Meeting - Hot Topics in Estate Planning Panel
Panel discussion of Hot Topics in Estate Planning: Klaus Gottlieb, MD, JD, MBA; Jennifer Foster; Stephanie Barclay |
May 22, 2024 | May Monthly Membership Meeting |
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