UPCOMING DINNER MEETINGS
For Members and Guests of the Redwood Empire Estate Planning Council
Our local estate planning community is not that large, so it’s important to network and connect with other local estate planning professionals around us to broaden our knowledge and resources. Your first step is to join us at one of our Redwood Empire Estate Planning Council Dinner Meetings so you can meet other like-minded people and we can learn from each other. We’re a community of estate planning professionals who want to help each other grow and succeed. By coming to our dinner meetings, you’ll gain invaluable insights and connections that will help you in your career. So don’t hesitate to register for one of our dinner meetings today!
REEPC refund policy regarding paid events.
Tickets become non-refundable if cancelation is not received by noon on Friday preceding the event. Meal tickets purchased Friday afternoon or later are non-refundable.
Wednesday, December 4th, 2024
6pm – 9pm
Presented by:
“REEPC December Dinner Meeting – Collaborative Case Study Panel”
Join us on Wednesday, December 4th, 2024, from 6:00 PM to 9:00 PM at Charlie’s Restaurant for a unique and interactive dinner meeting. This event will feature a panel discussion where professionals from diverse disciplines come together to tackle a real-world case study in estate planning.
About the Event:
This evening will showcase a dynamic collaboration between experts, including Estate Planning Attorneys, CPAs, Financial Planners, Life Insurance Agents, and Trust Officers. Together, they will analyze a complex case study, sharing their insights and strategies for navigating challenges and crafting comprehensive solutions.
What You’ll Learn:
- How different professionals approach the same case from their unique perspectives.
- Practical strategies for collaborative problem-solving in estate planning.
- Insights into best practices for integrating various specialties to serve clients better.
Who Should Attend:
Whether you’re an experienced professional or newer to the field, this panel discussion offers valuable takeaways for everyone in the estate planning community. It’s an excellent opportunity to gain fresh perspectives and deepen your understanding of interdisciplinary collaboration.
Why Attend?
- Enhance your knowledge by learning from professionals with varied expertise.
- Network with peers in a collaborative and engaging environment.
- Participate in a discussion that mirrors real-life scenarios, giving you actionable insights to apply to your own practice.
RSVP Today to secure your spot for this engaging and interactive event!
Charlie’s Restaurant
1320 19th Hole Drive
Windsor, CA 95492
6:00pm-9:00pm
We are honored to have Edward Jones as the sponsor for our December 2024 Dinner Meeting. With over a century of experience, Edward Jones is dedicated to helping individuals, families, and businesses achieve their financial goals through personalized investment strategies and client-focused service. Their commitment to building long-term relationships and tailoring solutions to each client’s unique needs aligns perfectly with the values of REEPC.
Thank you, Edward Jones, for your generous support of our event and the estate planning community!
We are thrilled to have Shannon Family of Wines as the wine sponsor for our December 2024 Dinner Meeting. Known for their commitment to sustainability and crafting exceptional wines, Shannon Family of Wines brings a perfect balance of tradition and innovation to their winemaking process. Their dedication to quality and care shines through in every bottle, making them a standout in California wine country.
Thank you, Shannon Family of Wines, for your generous support and for helping make our event even more enjoyable!
Important: If you are registering on behalf of someone, DO NOT USE any of your information. Please only use the attendee’s email and the attendee’s mobile phone number. Using your own information (email or office number) creates incorrect records in our system and makes tracking difficult.
Thank you for ensuring the accuracy of our records!
REEPC refund policy regarding paid events.
Tickets become non-refundable if cancelation is not received by noon on Friday preceding the event. In other words, meal tickets purchased Friday afternoon or later are non-refundable.
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