The Marin County Estate Planning Council holds five meetings each year. All current and emeritus members of the MCEPC are invited to attend free of charge. Non-members are welcome to attend, but must be guests of a Council member.

Meetings are held at McInnis Park Club Restaurant, 350 Smith Ranch Road, San Rafael. Social hour begins at 5:30pm, dinner at 6:00, and the presentation at 7pm. Reservations must be made by the Friday prior to the meeting. 

If you are not a member of the MCEPC and are interested in attending, please contact a member to act as your host. Please note that there is a guest fee collected at the door of the event.

If you're interested in attending a meeting, if you're interested in speaking at a meeting, or to learn more, please contact the MCEPC admin.

 

2018-19 Meeting Schedule

September 12, 2018

Impact Investing: A panel discussion

Marin County Estate Planning Council is pleased to welcome Jennifer Acker Ayer, Will Jacobsen, Evan Mizrachy, CFA, CAIA, and Julia W. Sze, CFA, to our September meeting to present a panel discussion on Impact Investing. 

Impact Investing is heading toward the mainstream, and more major investment managers are flocking to impact investments. The panel will discuss the full range of approaches within the spectrum, from socially responsible investing to direct private equity and debt investments. The focus will be on how financial advisors can support their clients in designing, developing and implementing impact investing strategies in their portfolios.

Read professional bios of our esteemed presenters here.

Would you like to attend? Email the MCEPC admin.

Many thanks to our September sponsors, MCEPC At Large members: 

Mary Alice Cardenas (Reverse Mortgage Funding, LLC), Tom Fernwood (Kidder Matthews), Suzanne Karch (My Estate Services), and Al Statz (Exit Strategies).

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November 14, 2018

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January 9, 2019

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March 13, 2019

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may 8, 2019

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