WOODLAND HILLS TAX & ESTATE PLANNING COUNCIL

McGeorge School of Law
Lecture Hall (#18 on map)
3200 Fifth Avenue, Sacramento
McGeorge School of Law Campus Map

Tentative Agenda
8:00 – 8:30 Registration and Continental Breakfast
12:00 – 1:00 Lunch
4:00 – 4:15 Closing Remarks
4:15 – 6:00 Networking/Mixer/Wine Reception
Detailed agenda will be posted in April.

The Sacramento Estate Planning Council’s Estate Planning Forum is the premier Northern California educational conference for professionals in the estate planning field. The one-day conference features nationally known experts from across the country, speaking on issues and concepts that are essential for practitioners who wish to stay up to date.

The Estate Planning Forum – now in its fifty-third year will be live / virtual for 2024 – is the ideal place to earn continuing education credit in law, accounting and financial planning. The 2024 Estate Planning Forum will offer 5  hours of credit for general California Bar MCLE purposes and specializations in Taxation Law and Estate Planning, Trust and Probate Law. In addition to credit for MCLE, there will be 5 hours of CE available for CFPs, CPAs and CLPFs.

The 2024 Estate Planning Forum continues the tradition of bringing a diversity of topics to offer something for every practitioner.  Please join us and 150+ of your peers for the 2023 Estate Planning Forum.

Presenters
Juan C. Ros, CFP®, AEP®, CEPA®, CVGA® - Forum Financial Management
Topic ~  Maximizing Impact

Saundra Davis, MCC, MSFP - Sage Financial Solutions
Topic ~  How to Listen So Your Clients Will Talk

Samuel Donaldson, Professor of Law - Georgia State University
Topic ~  Recent Tax Developments in Estate Planning
Speaker Sponsor ~  Moss Adams

Erika Gasaway, Shareholder - Hopkins & Carley / Jennifer F. Scharre, Partner - Coblentz Patch Duffy & Bass LLP
Topic ~  TBD
Speaker Sponsor ~  Buchalter