April 2025 Dinner Meeting

Date: Wednesday, April 23, 2025
Time: 5:30pm - 8:00pm
Location: Delta Hotels by Marriott - 2151 Laurelwood Rd, Santa Clara
Speaker: Generational Wealth and Family Dynamics - Leila Francis, Amy Takeuchi Wanlass, & Ying Lee

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Please join us!

Building and sustaining generational wealth requires more than financial acumen—it demands intentionality in fostering strong family dynamics, effective communication, and shared values across generations. Explore the intersection of wealth and relationships to learn effective ways to navigate the challenges of inheritance, legacy planning, and multi-generational collaboration.

AGENDA
5:30 - Networking (cash bar)
6:15 - Dinner Buffet 
6:45 - SCCEPC Meeting & Sponsor Recognition
7:00 -
Meeting Generational Wealth & Family Dynamics
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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