PO Box 948, Clayton, CA 94517
T: 925.778.1165 | F: 925.778.1163 | E: TriValleyEPC@gmail.com
April 27, 2023
Spring Happy Hour
In-Person Networking Event
5pm - 7:00pm
Fieldwork Brewing Co. 6000 Bollinger Canyon Rd, San Ramon, CA 94583
Cost:
Members - No Cost
Guests - $20
Join Us April 27
from 5pm - 7pm
Please come and join the Tri Valley EPC at Fieldworks Brewing Co. to catch up with your fellow members and guests!
First round of drinks is on us!
Please register soon as space is limited!
A Very Special Thanks to TVEPC
Member Supporters
Denise Chambliss, Hoge Fenton Jones & Appel
Kelly Hayes, Lucky Fiduciary Services
Heather Hamilton, Fiduciary Accounting Services, LLC
Tiffany McFarland, Compass
Gabriella Odell, Esq., Odell Fiduciary
Richard San Vicente, Mutual of Omaha- Reverse Mortgage
Jennifer Thaete, Law Office of Jennifer Thaete, PC
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
