TVEPC 1/7/27 ZOOM Meeting

Meeting Agenda/Schedule

January 7, 2027

5:30pm - Webinar Opens/Networking

5:50pm - Sponsor Introduction

5:55pm- Speaker Introduction & Presentation

7:00pm- Event Concludes

8:00pm- Event Concludes

REGISTRATION COST

Members - $25    |     Guests - $35

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