Past Events

October 4, 2023 EPCRC - James Bruner - “Business Transition Planning”
Jim Bruner, CFP®, MPAS®, CPWA®, CEPA® Senior Vice President- Wealth Management Senior Portfolio Manager Wealth Advisor
September 6, 2023 September Social - Pizza Night
August 2, 2023 Summer Mixer Series - Pop-Up Happy Hour
June 7, 2023 End Of Year Social - Private Residence
May 3, 2023 EPCRC - Jeremiah Raxter - “How the Public Administrator assists in probate and decedents estate matters.”
Jeremiah Raxter - Raxter Law P.A.
April 5, 2023 EPCRC - “Surviving California’s Proposition 19”
Cesar Reinoso - Ajalat, Polley, Ayoob, Matarese & Broege
March 1, 2023 EPCRC - Kevin Sayles - "Title Issues and Title Insurance Update"
Kevin Sayles - Lawyers Title
February 8, 2023 EPCRC - 8,000 Days of Retirement
Joshua L. West, CIMA - Advisor Consultant for Hartford Funds
January 11, 2023 EPCRC - Retirement Plans for Small Business Owners
Victoria Molina Buckels
December 7, 2022 2022 Holiday Social - Wednesday, 12/7/22 - 6 PM
November 2, 2022 Virtual Board Meeting
General Board
November 1, 2022 43rd Annual Inland Empire Estate Planning Seminar
October 19, 2022 Test funding
test bill
October 5, 2022 Understanding Cyber Security, Cyber Risks, Economic Impacts and Prevention Methods
George Khalil and Larry Gonzalez
September 7, 2022 EPCRC September Social
August 3, 2022 EPCRC Happy Hour Invite - Wolfskill 8/3 5pm-7pm
July 6, 2022 Summer Break Pop-Up Happy Hour
June 1, 2022 EPCRC - June 1, Annual Year-End Social Banquet
Members -- Bring a Complimentary Guest
May 4, 2022 Why you, your clients, your family and your friends need us and what are you going to do when we’re gone?
W. A. (Sam) Hlavaty, Professional Fiduciary
Janet K. Hasegawa, Deputy District Attorney
March 2, 2022 EPCRC - Trust, Probate and Conservatorship Annual Litigation Update
Scott Rahn, Managing Partner, RMO LLP
February 23, 2022 NAEPC, AEP® and EPLS Forum - Behavior Finance: Is It Rational Or Irrational?
Kit Mac Nee, CFP®, CRPC®, CSPG, AEP®
February 2, 2022 EPCRC - Choice and Sequence Effects in Decision-Making
Boris Maciejovsky, Associate Professor at UCR
Steve Duringer, Esq., Duringer Law Group
December 1, 2021 EPCRC - Holiday Social, Dec. 1
October 6, 2021 EPCRC - Psychology of Uncertainty: Returning to Work, etc. During Pandemic
Kate Sweeny, PhD
September 1, 2021 2021-2022 Kick-off Event/Networking Social -- In Person
June 2, 2021 EPCRC - June 2, "Online Office Games" Year-End Social
A High-Energy Event Host from
May 5, 2021 NAEPC Webinar: Creative Ways to Fund Business Owner Retirement
Vincent M. D'Addona, MSFS, CLU®, ChFC®, RICP®, CExP®, AEP® (Distinguished)
April 7, 2021 Keeping up with Tax Changes – What to Expect
Aaron Waites and Stephanie Buckley
April 1, 2021 NAEPC Methods to Fund Buy-Sell Agreements
James S. Aussem, JD, AEP®
March 3, 2021 EPCRC - What Estate Planning Professionals Need to Know About Cybersecurity in the Era of COVID-19
Justin Joy, JD, CIPP/US, CIPT
February 10, 2021 EPCRC, NAEPC Webinar: Post-Election Estate Planning: The Tsunami Continues to Roll In
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
February 3, 2021 2020-2021 Tax Planning and the Implications of Recent Tax Law Changes
Rachel L. Votto, CPA, AEP®
January 6, 2021 Decision Biases and Financial Decision Making
Boris Maciejovsky
December 2, 2020 EPCRC - December 2 Holiday Social
October 7, 2020 EPCRC - Where's the "Fun" in Dysfunctional Families?
Four Panelists
September 9, 2020 EPCRC - Our Social Networking Welcome 2020-2021
June 3, 2020 First. Time. Ever. Virtual Year-End Social
Don Miller, Local Brewer
May 20, 2020 WEBINAR - Collaboration Matters: Working Together to Produce Extraordinary Results
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
May 6, 2020 COVID-19 Overview/Q&A
Brandon Brown, Ph.D.
March 11, 2020 Webinar: Charitable Giving and Tax Planning Strategies in the TCJA Era
Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP®
Bill Dedman, Pulitzer Prize-Winning Author of Empty Mansions
February 12, 2020 Webinar, Basis Step-Up Strategies in Light of Portability and Tax Law Changes
Steven B. Gorin, JD, CPA, AEP®
February 5, 2020 Charitable Planning Solutions: "Doing Well by Doing Good"
Tony Truong, CSPG
January 15, 2020 Guns - Transfer and Ownership and Other Firearms Issues Encountered by Estate Planning Professionals
Nick Buchholz, Attorney at Lester & Cantrell
December 11, 2019 The Effects of Longevity on Your Life Priorities
Cynthia L. Hutchins, CRPC, CIMA
December 4, 2019 2019 Holiday Social
October 16, 2019 Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
October 2, 2019 Life Insurance Settlements - Benefiting Your Client...and You!
Lisa Rehburg
September 4, 2019 2019-2020 Kickoff Event, AEP Recognition and Networking Social
August 7, 2019 August, No Events This Month
July 3, 2019 July, No Events This Month
June 5, 2019 2018-2019 Annual Banquet
No speaker
May 1, 2019 Bankruptcy and Protecting Your Clients
Mike Gouveia, Riverside Bankruptcy Attorney
April 3, 2019 How to Have a Successful Mediation
Hon. Melinda A. Johnson (Ret.) and Hon. Glen M. Reiser (Ret.)
March 6, 2019 Blockchain Technology
Jim Gitney
February 6, 2019 A Multidisciplinary Case Study
January 9, 2019 Dealing with Five Generations in the Workplace
Stan Morrison
December 5, 2018 Annual Holiday Social
November 14, 2018 Inland Empire Estate Planning Seminar
November 6, 2018 5th Annual NAEPC Advanced Estate Planning Strategies Conference
October 3, 2018 Modification & Termination of Trusts: A Double-Edged Sword
Jonathan A. Mintz, JD, TEP
September 5, 2018 AEP Recognition and Networking Social
June 6, 2018 Annual June Banquet
Social/Networking Event
May 2, 2018 Liar, Liar Pants on Fire! Major Body Language Clues to Lying
Dr. Janet Larsen Palmer
April 4, 2018 Transition by Design: Successful Succession of the Privately Held Business and Wealth
Susan Rounds - Director, Wealth Planning
March 7, 2018 Tax Reform
Boyd Hudson -- Attorney, CPA, MBA
February 7, 2018 Title Issues Estate Planning Professionals Need to Know
Dan Buchanan
January 17, 2018 An Unholy Alliance: California's Documentary Transfer Tax and Property Tax Change in Ownership Law
Greg Broege
December 6, 2017 2017 Holiday Social
October 4, 2017 Cross-Disciplinary Case Study
Table Discussions
September 6, 2017 AEP Recognition & Networking
June 14, 2017 NAEPC WEBINAR: A Potpourri of Planning Ideas With Life Insurance
Lee J. Slavutin, MD, CLU®, AEP® (Distinguished)
June 7, 2017 June Banquet
May 10, 2017 NAEPC Webinar: Effective Estate Planning for Diminished Capacity - Can You Really Avoid Guardianship?
Diana Zeydel, JD, LL.M., AEP® (Distinguished)
May 3, 2017 White Collar Crimes: ID Theft and Fraud Scams
Bud Spencer
April 19, 2017 NAEPC Webinar: Hot Valuation Issues in Estate Planning
David P. Adams, CPA, ABV, ASA
April 5, 2017 Cyber Security: The Real Threat to You and Your Businesses
Wayne C. Guthrie
March 8, 2017 NAEPC Webinar: Negative Basis Partnership Freeze
Jerome M. Hesch, MBA, JD, AEP® (Distinguished)
February 1, 2017 Is the Bypass Trust Dead
Kevin J. Moore, Attorney
January 18, 2017 NAEPC Webinar: Rethinking Life Insurance Valuation for Seniors
Jon Mendelsohn
January 4, 2017 Joint Meeting EPC Riverside & EPC San Bernardino
Clark McCleary
December 14, 2016 NAEPC Webinar: Top Ten Estate Planning and Estate Tax Developments of 2016
Ronald D. Aucutt, JD, AEP® (Distinguished)
December 7, 2016 Annual Holiday Social
November 2, 2016 37th Annual Inland Empire Estate Planning Seminar
Various Speakers
October 19, 2016 NAEPC Webinar: Tricky GST Issues
David A. Handler, JD, AEP® (Distinguished)
October 5, 2016 Multi-Disciplinary Planning
Michael Hatch, CFP®, JD
September 14, 2016 NAEPC Webinar: Income Tax Deductions for Charitable Bequests of IRD
Christopher R. Hoyt, JD, AEP® (Distinguished)
September 7, 2016 AEP Recogntion and Networking
August 10, 2016 NAEPC Webinar: Tax and Estate Planning for Divorce
Carlyn McCaffrey, LL.B., LL.M., AEP® (Distinguished)
June 1, 2016 Annual Banquet
May 4, 2016 Philanthropy and Wealth Stewardship for Affluent Families
Claudia Sangstar
April 20, 2016 NAEPC Webinar: Grantor Trusts - Third Party and Grantor Debt: What Are the Effects During Life and At and After Death?
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
April 6, 2016 Form 990 - People Are Looking
Michael Berry
March 9, 2016 NAEPC Webinar: Life Insurance as an Asset Class
Richard M. Weber, MBA, CLU®, AEP® (Distinguished)
March 2, 2016 Changing Trust Situs
Thomas M. Forrest
February 10, 2016 NAEPC Webinar: Business Succession Planning
Louis A. Mezzullo, JD, AEP (Distinguished)
February 3, 2016 Beneficiary Designations and How to Get Back at Your Family
Paul Viren
January 20, 2016 NAEPC Webinar: A Year in Review: An Estate Planners Perspective
Howard M. Zaritsky & John O'Grady
January 13, 2016 Philanthropy in the Changing Economy of the Inland Empire
Randall Lewis
December 9, 2015 NAEPC Webinar: Asset Protection and Estate Planning for Retirement Benefits
Edwin P. Morrow
December 2, 2015 2015 Holiday Social
No Speaker
November 4, 2015 36th Annual Inland Empire Estate Planning Seminar
October 14, 2015 NAEPC Webinar: Subchapter J (Income Tax of Trusts and Estates) - The Forgotten Tax
Jeffrey N. Pennell, JD
October 7, 2015 Property Tax: Change in Ownership Law for Estate Planners
Christopher Matarese
September 2, 2015 1st Business Social in New Year 2015-2016
June 3, 2015 50th Anniversary Annual Banquet
May 6, 2015 WHAT WOULD YOU ADVISE? (Multidisciplinary Case Study: Estate Planning for a Small Family Run Business)
Panel of Experts
April 1, 2015 In Home Care Giving: The Advantages of Hiring Legally & The Consequences of Hiring Under the Table
Robert King
March 4, 2015 Estate Planning for Digital Assets
Philip M. Savage IV, Shareholder, Gresham Savage
February 4, 2015 I LOVE ANNUITIES
January 7, 2015 Charitable Planning May Be Effective Succession Planning
James S. Aussem, Attorney at Law
December 3, 2014 Holiday Celebration
Appetizers, Wine Tasting, Music
November 12, 2014 Inland Empire Estate Planning Seminar
Four Nationally Recognized Presenters
October 1, 2014 ASSET PROTECTION: Fact and Fantasy
Franklin C. Adams, Partner, Best, Best & Krieger
June 4, 2014 End of Year Dinner and Celebration
Members and guests
May 7, 2014 Succession Planning and Selling of Closely-Held Businesses
James S. Aussem, Attorney, CAVITCH, Familio & Durkin
April 2, 2014 Guiding Clients and Their Families to Make Meaningful and Financially Appropriate Decisions at the End of Life
Viki Kind, MA Clinical Bioethicist
Bunni Dybnis, M.A., M.F.T., C.M.C., Director of Professional Services LivHOME
February 5, 2014 The Art of Valuing and Taxing Art & Collectibles
Joy Berus, Esq
January 8, 2014 Asset Protection
Jacob Stein, Partner, Kleuger and Stein, Los Angeles
December 4, 2013 Holiday Celebration Social
Every one!
November 6, 2013 Inland Empire Estate Planning Seminar
Nationally Known Speakers
October 2, 2013 Defense of Marriage Act and Its Impact on Estate Planning
Wendy Hartmann, J.D., L.L.M.
June 5, 2013 End of Year Celebration Dinner
Members of the Estate Planning Council and Guests
May 1, 2013 Managing Shared Assets
Douglss K. Freeman, J.D., L.L.M.
April 3, 2013 View from the Bench
Judge Thomas Cahraman, Riverside Superior Court
March 6, 2013 Tax Evasion and Money Laundering
Rick Speier, Retired Criminal Investigator, IRS
Christopher Bao, Compliance Manager, Barney and Barney
January 9, 2013 The Impossible Dream or A Match Made in Heaven - UPIA and TOLI!
Gary Flotron, MBA, CLU, ChFC, AEP
January 1, 2013 View from the Bench
Judge Thomas Cahraman, Riverside Superior Court.
December 5, 2012 Holiday Celebration and Social
Members of the Estate Planning Council and Guests
Nationally Known Speakers
October 3, 2012 Tick. Tock. Thoughts and Ideas on Estate Planning in Q4 2012
Eido M. Walny, JD, AEP, EPLS
Symphonia Mexicana Mariachi Youth Academy
May 2, 2012 THE PRIVATE FIDUCIARY ACT: How It Relates to Other Estate Planning Professionals
C.L. Farrell, Attorney and W.A. Sam Hlavaty, N.C.G., C.L.P.F..
April 4, 2012 Quality of Life: How Estate Planning Attorneys Can Influence Clients Lives
Steve Barlam, Chief Professional Officer and Founder, LivHome
March 7, 2012 Update on Valuation Issues for the Estate Planner
Royce Stutzman CPA/ABV, CVA and Ted Collins, CPA/ABV, MBA, Vicenti, Lloyd & Stutzman LLP
February 1, 2012 Six Steps to Launching Your Social Media Marketing Plan
Christopher Suchanek, CEO, Firm Media
January 10, 2012 EPCRC combined meeting with EPCSB topic Elder Abuse
Paul Greenwood, J.D. Deputy District Attorney, San Diego
December 7, 2011 Holiday Celebration Social
November 9, 2011 Inland Empire Estate Planning Seminar
Various Nationally Acclaimed Speakers
Clark B. McCleary, CLU, ChFC, AEP
May 4, 2011 Estate Planning for Intellectual Property
Philip Savage, IV and Adam Burton, Gresham Savage, Attorneys at Law
April 6, 2011 How to Approach Your Clients Regarding Charitable Giving
Stephanie Buckley, J.D., LL..M.
March 2, 2011 Trust owned life Insurance, Trustee Liability and the Prudent Investor Act
Jay Schumaker and Frank Campbell, CLU
February 2, 2011 OUTLOOK FOR THE ECONOMY: The New Normal is so 2010!
Kei Matsuda, Director of Economic Research, Union Bank
January 5, 2011 Leveraged Transfers in the Light of Current and Potential New Legislation
Joseph Falanga, C.P.A.. AEP, President, NAEPC,
December 1, 2010 HOLIDAY SOCIAL
Holiday cheer, Music and Food
November 10, 2010 Thirty First Inland Empire Estate Planning Seminar
Excellent speakers from Estate Planning Profession
October 6, 2010 Long Term Care
Robert Burton, CLU, ChFC, LLB, AEP
June 2, 2010 An Evening In Italy
Year-End Celebration
May 5, 2010 A Discussion About Trust Distribution Provisions for Capacited/Surviving Spouse
Valisa Anne Carney, M.B.A., J.D. LL.M Freeman, Freeman and Smiley. LLP, Irvine.
April 7, 2010 Proposition 8 - Decline in Value
Larry Ward, Riverside County Assessor-County Clerk-Recorder
March 3, 2010 Optimizing Your Portfolio with Life Insurance
Mark J. Scozzafava, Assistant Vice President, New York Life
February 3, 2010 Health Care Bill from Hell and Other New Tax Developments
Joseph W. Walloch, CPA, MBA, MBT. and Kelly Allen, Kelly Allen and Associates, CPA
January 13, 2010 WHAT IN THE WORLD Global Reflections on the US Economy
Ash Rajan, Director, Global Investment Office, Merrill Lynch and Michael Steelman, Bank of America
November 4, 2009 Inland Empire Estate Planning Seminar
Various Nationally Known Speakers
October 7, 2009 Roth IRA Issues and Opportunities in 2010
Gary O'Neill, JD, CLU, ChFC, Managing Director, New York Life Investment Management
June 5, 2009 2008-2009 REPC Year-end Event
May 6, 2009 Top Ten Myths About Social Security - What People Really Don't Know But Think They Do
Bob Hartnett
April 1, 2009 Long-term Care and Estate Planning Issues
Barbara G. Devereaux, CLU, ChFC, CASL, CLTC of New York Life
March 4, 2009 Philanthropy Potpourri
Claudia B. Sangster, Director of Philanthropy, Estate and Trust Services, Harris myCFO, Inc.
February 4, 2009 Current Issues in Valuation Relating to Estate & Gift Tax
John Glenn and Brad Cashion, The Mentor Group, Inc.
January 7, 2009 Unintended Consequences - How the Best Laid Estate Plans Fail, Solutions to Unforeseen Problems
Brian Lee, E'Bus Consulting and Phillip Savage, IV, Gresham Savage Nolan and Tilden
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