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  • 10/6/22 TVEPC General ZOOM Program

10/6/22 TVEPC General ZOOM Program

  • Thursday, October 06, 2022
  • 5:30 PM - 7:00 PM
  • ZOOM


  • Not a Member of the Tri-Valley Estate Planning Council? Please feel welcome to guest up to 2 times to any of our fiscal year events.
  • Active Member of the Tri Valley Estate Planning Council

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PO Box 948, Clayton, CA 94517

T: 925.778.1165   |   F: 925.778.1163   |   E: TriValleyEPC@gmail.com

October 6, 2022

"Elder Abuse Recognition and Prevention"

Presented by: 

Mary Elizabeth Knox,

Contra Costa County Deputy District Attorney

Ken Tam, Forensic Accounting

Contra Costa County District Attorney’s Office

Detective Zach Williams,

Contra Costa County Sheriff Special Victims Unit

A Special Thanks to Our Meeting Sponsor

Thomas Kerrins

Square One Financial

4107 Creekpoint Court

Danville, CA 94506

(925) 575-4455



ZOOM Webinar

October 6

5:30pm - Webinar Opens followed by  20 minutes of networking

5:50 - Sponsor talk

5:55- Speaker Program

7:00- Webinar Concludes


Members - $20

Guests - $30

ZOOM Link will be included in

your confirmation email after

you register


Join Us October 6 

from 5:30pm - 7:00pm

Presentation Summary:

This presentation will focus on recognizing the signs of financial, physical and psychological elder abuse and financial scams targeting elder adults.

About Our Speaker:

 Mary Knox has been a prosecutor with the Contra Costa County District Attorney’s Office for 37 years and has worked in every criminal division of the office.  She is currently the Elder Abuse prosecutor and works closely with the elder service organizations in Contra Costa County and the Family Justice Centers.

Ken Tam is a Forensic Accountant with the Contra Costa County District Attorney’s Office.  He is a former FBI agent, has a Bachelor’s of Science degree in Business Administration from the UC Berkeley, a Master’s of Science degree in Accounting from the University of Nevada at Las Vegas, he is a Certified Public Accountant licensed by the State of California, and he is a Certified Fraud Examiner.  Ken is an adjunct professor of Accounting for California State University – Stanislaus.

Detective Zach Williams  is with the Contra Costa County Office of the Sheriff Investigations Division, Special Victims Unit, specializing in Elder Abuse and Domestic Violence.  Detective Williams has been in law enforcement for 22 years, 15 with the Office of the Sheriff, 3 years with the Special Victims Unit, all of that working elder abuse cases and domestic violence.

Learning Objectives

1.    Attendees will learn to how recognize the signs of elder abuse

2.     Attendees will learn how to properly report elder abuse

3.   Attendees will learn how to properly report elder abuse

A Very Special Thanks to our Member Supporters

Denise Chambliss
Hoge Fenton Jones & Appel

Kelly Hayes 
Lucky Fiduciary Services

Heather Hamilton
  Fiduciary Accounting Services, LLC

Gabriella Odell, Esq.
Odell Fiduciary

Ellen Torres
Johnston, Gremaux & Rossi, LLP

Mark Unger
MSU Fiduciary Partners

The Tri-Valley Estate Planning Council is a multi-disciplinary group of estate planning and related professionals focused on delivering exceptional services to clients by providing and strengthening:

Cutting-edge continuing education to develop best practices in estate planning, wealth preservation and legacy; Communication and collaboration with peers across disciplines; A reliable network of referral sources with experienced, like-minded professionals.

Tri-Valley Estate Planning Council | TVEPC.org

TEL: (925) 778-1165  •  FAX: (925) 778-1163  •  EMAIL: TriValleyEPC@gmail.com  
P.O. Box 948 Clayton, CA 94517

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