· Dinner meeting
The Annual Holiday Party
- When
6:00–9:00 PM Pacific- Where
- Jimmy’s Lakeside Grill
Windsor Golf Club, Windsor, California - Seat
- $95 per person
Reception, dinner and program
The program
What the evening covers.
The council’s annual holiday party is one of the most anticipated evenings of the season, and the one evening of the year given over entirely to celebration and connection. It is a chance to unwind, laugh and celebrate the year with colleagues from across the estate planning community before the year wraps up.
Come to connect, to compete, or simply to enjoy a good meal. The friendly competition adds humor and energy, and the evening strengthens the relationships members rely on all year.
On the evening
- The ugly sweater competition: bring your boldest, brightest or most hilarious holiday attire, or simply enjoy watching everyone else try to outdo each other
- The estate planning trivia challenge, emceed this year by council member Tony Apostolidis, CFP®, of LifePath Wealth Advisors, with prizes for the top performers and perhaps for the most entertaining wrong answers
- Dinner, good company and one last chance to connect before the new year
Register
Take a seat at this evening.
Registering here reserves a seat at the December 2, 2026 meeting at Jimmy’s Lakeside Grill, and takes the $95 dinner fee. A confirmation follows by email. Members and guests register the same way.
Registering for someone else? Enter the attendee’s own email address and mobile number, not yours — the booking, the dinner choice and the receipt are all filed against whoever is entered here.
Book a seatthe December 2, 2026 dinner meeting
With thanks
The firms behind this evening.
Sponsors for this evening are being confirmed. The dinner sponsor and the wine sponsor appear here, with their details, once they are on record.