February 2025 Dinner Meeting

Date: Monday, February 24, 2025
Time: 5:30pm - 8:00pm
Location: Delta Hotels by Marriott - 2151 Laurelwood Rd, Santa Clara
Speaker: Estate Planning Paralysis: Getting Your Clients to Act - Justin Miller, JD, LLM

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While many clients understand the importance of preparing for the future, turning awareness into action often remains a challenge. Learn how to guide clients through common obstacles and empower them to take the necessary steps forward in safeguarding their legacy.

AGENDA
5:30 - Networking (cash bar)
6:15 - Dinner Buffet 
6:45 - SCCEPC Meeting & Sponsor Recognition
7:00 -
Meeting Estate Planning Paralysis: Getting Your Clients to Act
8:00 - Concluding Remarks

REGISTRATION FEES (same fee for in-person or online attendance)
Premier Members - No Fee (included in annual dues)
Regular Members - $70
First Time Guests - $80
Return Guests - $100

QUESTIONS?
Contact Danielle@SCCEPC.org

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