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DTSTART:20240530T143000Z
DTEND:20240531T000000Z
LOCATION:McGeorge School of Law / Zoom
UID:2576820240530T143000Z2024 SEPC Estate Planning Forum
DTSTAMP:20260409T091502Z
DESCRIPTION:\nMcGeorge School of Law\n Lecture Hall (#18 on map)\n 3200 Fifth Avenue, Sacramento\n[McGeorge School of Law Campus Map](https://www.sacepc.org/assets/Councils/SacramentoEPC-CA/userContent/files/McGeorgeCampusMap.pdf)\n\nTentative Agenda\n 8:00 – 8:30 Registration and Continental Breakfast\n 12:00 – 1:00 Lunch\n 4:00 – 4:15 Closing Remarks\n 4:15 – 6:00 Networking/Mixer/Wine Reception\nDetailed agenda will be posted in April.\n\n 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.\n\n 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.\n\n 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.\n\nPresenters\n[Juan C. Ros, CFP®, AEP®, CEPA®, CVGA® - Forum Financial Management](https://www.sacepc.org/assets/Councils/SacramentoEPC-CA/userContent/files/Juan%20Ros%20Bio.pdf)\nTopic ~  Maximizing Impact\n\n[Saundra Davis, MCC, MSFP - Sage Financial Solutions](https://www.sacepc.org/assets/Councils/SacramentoEPC-CA/userContent/files/Saundra%20Davis%20bio.pdf)\nTopic ~  How to Listen So Your Clients Will Talk\n \n[Samuel Donaldson, Professor of Law - Georgia State University](https://www.sacepc.org/assets/Councils/SacramentoEPC-CA/userContent/files/sam%20donaldson%20bio.pdf)\nTopic ~  Recent Tax Developments in Estate Planning\nSpeaker Sponsor ~  [Moss Adams](https://www.mossadams.com/about/locations/sacramento)\n\n[Erika Gasaway, Shareholder - Hopkins & Carley](https://www.sacepc.org/assets/Councils/SacramentoEPC-CA/userContent/files/Gasaway_Erika_Bio.pdf) / [Jennifer F. Scharre, Partner - Coblentz Patch Duffy & Bass LLP](https://www.sacepc.org/assets/Councils/SacramentoEPC-CA/userContent/files/jennifer%20scharre%20bio.pdf)\nTopic ~  TBD\nSpeaker Sponsor ~  [Buchalter](https://www.buchalter.com/)\n  \n
SUMMARY:2024 SEPC Estate Planning Forum - Woodland Hills Tax & Estate Planning Council 
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