The Sacramento Estate Planning Council is an interdisciplinary group of professionals who help clients with wealth management and transfer issues. For over 60 years, the Council has provided a forum for members in several professional categories to learn about estate planning and administration in a collegial environment.
Some of our members are new to their fields while others are veterans. We enjoy the diverse nature of our backgrounds and practices, and the opportunities for collaboration.
We have six evening programs each year at the beautiful and historic Sutter Club, starting with a social hour and concluding with a high quality speaker. The meetings are generally held on the fourth Wednesday of the month, starting in September. We have an Estate Planning Forum held in May, a day-long event at McGeorge School of Law with nationally-recognized presenters. And we look forward to a holiday party in December and an equally festive annual meeting in May. View our 2023-2024 Monthly Meeting Guide.
We are always looking for new members to join our group. Please attend one of our events as a guest of one of our members. If you do not know a member of the Council, please email our administrator, Raquel Altavilla, and she will make arrangements for you to visit us.
We thank you for your interest in the Council and hope to see you soon at one of our events.
Cheers,
Matthew Page, CFP, CRPS, CAP
SEPC President
Partner
Lucas Financial Planners
Heather Gross
SEPC Membership Chair
Trust Officer
U.S. Bank Private Wealth Management
Stefanie Thibedeau, CTFA
SEPC Membership Chair
Trust Officer/Fiduciary Specialist
BMO Wealth Management
Sacramento Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.
