Venue
Santa Rosa Golf and Country Club
Santa Rosa Golf and Country Club, 333 Country Club Drive, Santa Rosa, CA 95401

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Event Date Wed Mar 4 PST (almost 2 years ago)
In your timezone (EST): Wed Mar 4 9:00pm - Wed Mar 4 11:30pm
Location Santa Rosa Golf and Country Club
333 Country Club Drive, Santa Rosa, CA 95401
Region Americas
Details

OUR MISSION: Although we are not the largest Council among those members of the National Association of Estate Planners & Councils, we pride ourselves on bringing together the best-informed estate planning professionals in our area as a service to the public and to ourselves. We do this through eight monthly dinner meetings held October through May of each year, where we feature top speakers to update us on the broad areas of estate planning.Because our membership is made up of a diverse group of estate planners, including Attorneys, CPAs, Financial Planners, Life Insurance Professionals and related members, we have a great deal of interaction among members at our meetings. We also strive to interact with the public through outreach and scholarship programs, and foster a team approach for the most effective resolution of our client's desires and needs.

Speakers

2020 Speakers and Partnerships

Rick Bailey, J.D., MACC, CFP®
Founder and Chairman of Camas

Sponsors & Partners

2020 Sponsors and Partnerships

WINE SPONSOR:
• Jan Schneider of J L Schneider & Associates