Dinner meetings
Eight evenings a season.
The council meets on the first Wednesday of the month: October through April at Jimmy’s Lakeside Grill, the restaurant at the Windsor Golf Club, and in May at a local nonprofit the council chooses to support. Each evening runs reception, dinner and program. Between the dinners the council also runs social events.
The 2026–27 season
The dates.
Same room, new name. Jimmy’s Lakeside Grill has taken over the restaurant at the Windsor Golf Club that members knew as Charlie’s. Same address, new owner — nothing about getting there has changed.
- Passed
Artificial Intelligence: Future or Hype?
George Russell, CFA
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The rest of the season is still being set. Speakers and topics appear here as the council confirms them, and members are notified by email when a program is announced.
Program archive
What the council has been working through.
Program materials and speaker outlines stay available to members after the evening ends.
Impacts of Proposition 19, Trusts & Property Reassessment
Deva Marie Proto & Rhiannon Yeager
Trust and Tax Planning for Business Owners: From Inception to Exit
Ryan J. Szczepanik
Inside the Appraisal Process: What Estate Planners Need to Know (But Rarely Hear) — A 360° View
Panel (Louis Cionci, Marcus Wardell, Ryan C. Ward)
The Big Beautiful Bill: What It Means for Estate Planning
Jeffrey R. Brooks
What an evening costs.
$95 per person
- Season
- 2026–27
- Billed
- Per meeting, when you book a seat
- Dues
- Not included — members pay for the evenings they attend
Attending
Guests are welcome.
Prospective members attend two dinner meetings as a guest before applying, so the council and the applicant both know the fit. A guest registers the same way a member does.
Registering here reserves a seat at the November 4, 2026 meeting and takes the $95 dinner fee. A confirmation follows by email. Any other evening this season can be booked from its own page above.
Book a seatthe November 4, 2026 dinner meeting