Past Events

October 26, 2021 Financial Planning Association Mixer
October 5, 2021 FEPC October 5, 2021 Meeting
Roger Nord - Topic: Current Economic Conditions and Market Trends including Highlighting Recommended Investment Themes
June 22, 2021 FEPC - It's Time to Get Together
February 27, 2020 FEPC February 2020 Meeting
Tom Tsaris - Topic: CalSavers
October 2, 2019 FEPC October 2019 Mixer
May 10, 2019 2019 Annual Retreat
February 7, 2019 FEPC February 2019 Meeting
Marc A. Doss, Topic: "The End of Easy"
January 9, 2019 FEPC January 2019 Meeting
Justin Miller, Topic: Secrets of Successful Families: Transferring Wealth with Values for a Lasting Legacy
November 7, 2018 FEPC November Dinner Meeting
Ellen McKissock, J.D., Topic: Protecting Seniors from Abusive Marriages
September 25, 2018 FEPC September 2018 Mixer
June 29, 2018 2018 Annual Retreat
May 24, 2018 Tulare-Kings Estate Planning Spring Seminar
John M. Stevko
May 18, 2018 2018 Annual Retreat
March 28, 2018 FEPC March Meeting
Fred Sroka; Topic: The New Tax Cuts and Jobs Act
November 15, 2017 FEPC November Meeting
Deborah Rooks; Topic: The top 10 mistakes every planner needs to know about life insurance
September 12, 2017 FEPC September Meeting
Ashley Swearengin
June 16, 2017 2017 Annual Retreat & Golf Tournament
February 28, 2017 February Meeting 2017
John Baergen from Principal Financial Group
January 9, 2017 January Meeting 2016
Gary E. Schlossberg
November 9, 2016 FEPC Mixer
September 21, 2016 FEPC September Meeting
Michael C. Hettenbach CLU, ChFC, CLTC from New York Life
June 17, 2016 Hearst Castle Tour (non-golfers)
June 17, 2016 FEPC Annual Retreat
May 17, 2016 Annuities, the Good, the Bad, and the Ugly!
Joshua Mathias - Principal Financial Group
March 23, 2016 "California Water - Challenges and Opportunities"
David Orth
January 13, 2016 FEPC January Mixer at Elbow Room
November 18, 2015 FEPC November Meeting 2015 featuring Daniel Jamison from Dowling Aaron Incorporated on Health Care
Daniel Jamison from Dowling Aaron Incorporated on Health Care
September 22, 2015 FEPC September Meeting 2015 featuring Joe Lapray from Wells Fargo on Business Valuation
Joe Lapray from Wells Fargo on Business Valuation
June 19, 2015 Annual Retreat
March 19, 2015 March Meeting
Patricia Shelton, Founder and Owner for Shelton Care Management, Inc.
January 22, 2015 "Will We Ever See Fundamental Tax Reform?"
Hank Gutman
November 20, 2014 Dinner Meeting - "From Success to Significance"
Larry Lambert
September 9, 2014 "The Current State of Estate and Gift Tax Valuations"
David Eckstein and Tom Berg of FMV
June 20, 2014 2014 LeRoy Snyder Memorial Golf Tournament and Annual Meeting Retreat
May 6, 2014 Planning for Upper Income Taxpayers
Tim Boone, JD
March 20, 2014 Medi-Cal Planning
Kevin Gunner
January 13, 2014 Economic Update
Gary Schlossber
December 10, 2013 Health Care Reform & Compliance
Victor L. Gunderson ChFC, RHU, REBC
June 28, 2013 2013 LeRoy Snyder Memorial Golf Tournament and Annual Meeting Retreat
March 7, 2013 "Beyond Elections, Fiscal Cliffs and Tax Law Changes"
Steve Parrish JD, CLU, ChFC
January 29, 2013 TBA
Marc Doss - Regional Chief Investment Officer Wells Fargo Bank
October 18, 2012 The Impact of Affordable Care Act
Congressman Devin Nunes
September 11, 2012 "Getting the Most from Social Security"
Josh Mathias - Regional Director Principal Financial Group
June 22, 2012 ANNUAL RETREAT
March 15, 2012 Business Succession Planning
Jack F. Elder, J.D., LL.M., Crump Insurance Services
January 24, 2012 David Joy, Chief Market Strategist Ameriprise Financial
David Joy, Chief Market Strategist Ameriprise Financial
November 10, 2011 Michael Jeffrey, Director of Business Forecasting Center, UOP on the Economic Forecast
Michael Jeffrey, Director of Business Forecasting Center, UOP
September 20, 2011 Valuations and Gift Planning
Roger McEowen
July 15, 2011 2011 Annual Retreat and LeRoy Snyder, Jr. Memorial Golf Tournament
May 12, 2011 "Reframing the Discussion in Business Negotiations...Getting to the Right Starting Point"
Ann Vermel
January 26, 2011 Developments in Tax Legislation
Harry "Hank" L. Gutman, Esq.
November 4, 2010 Navigating Social Security Administrations Programs and Benefits
Public Affairs Specialist, Mang Her
September 21, 2010 "Estate Planning at the Movies"
Keith Schiller, JD, MDA, Esq.
June 11, 2010 2010 Annual Retreat
See Notice Under Document Library
May 5, 2010 Not Specified
David B. Gaw, Esq.
January 21, 2010 Financing Family Business Buyouts and Transfers
Richard C. Watson III, CFP, ChFC, CLU
November 5, 2009 Property Tax: Avoiding Pitfalls and Pratfalls
Frayda Bruton, Esq.
September 23, 2009 Estate Planning Issues for Ag Producers and Practitioners
Roger McEowen - The Leonard Dolezal Professor in Ag Law and Director of the ISU Center for Ag Law
June 12, 2009 2009 Annual Retreat - Wawona Lodge
March 5, 2009 “All Rise, Probate Court is Now in Session!”
CD Presentation and Case Study
January 14, 2009 Update on the Economic Outlook for 2009
Gary Schlossberg - Economist Wells Fargo
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