UPCOMING DINNER MEETINGS
For Members and Guests of the Redwood Empire Estate Planning Council
Our local estate planning community is not that large, so it’s important to network and connect with other local estate planning professionals around us to broaden our knowledge and resources. Your first step is to join us at one of our Redwood Empire Estate Planning Council Dinner Meetings so you can meet other like-minded people and we can learn from each other. We’re a community of estate planning professionals who want to help each other grow and succeed. By coming to our dinner meetings, you’ll gain invaluable insights and connections that will help you in your career. So don’t hesitate to register for one of our dinner meetings today!
REEPC refund policy regarding paid events.
Tickets become non-refundable if cancelation is not received by noon on Friday preceding the event. Meal tickets purchased Friday afternoon or later are non-refundable.
Wednesday, October 4th, 2023
6pm – 9pm
Presented by:
Bob Fields
Managing Director
J.P. Morgan Asset Management
“SECURE ACT 2.0 & the Impact on Estate Plans (CE/CPE Credit Available)”
Bob Fields is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in San Francisco, Bob is a fixed-income portfolio strategist and follows all sectors of the fixed-income market. Prior to joining the firm in 2011, he was at PIMCO for 10 years as senior vice president in the Newport Beach office and the product manager for tax-sensitive assets. In addition, he wrote commentary about fixed income markets, pertinent and timely thought pieces, and created a number of innovative tax-efficient funds.
Before that, Bob spent 12 years with Goldman Sachs as vice president in the institutional fixed-income division in both New York and San Francisco. Previously, he focused on high-yield trading and sales at Mabon, Nugent, and Company.
Bob has over 30 years of investment experience and holds an undergraduate degree from Brown University. He completed the executive program in public finance from the University Of Michigan School Of Business and holds Series 3, 7, and 63 licenses
Charlie’s Restaurant
1320 19th Hole Drive
Windsor, CA 95492
6:00pm-9:00pm
$75 per person. The price includes a self-serve wine bar, appetizers, a main course, and dessert. There is a small processing fee at checkout.
REEPC refund policy regarding paid events.
Tickets become non-refundable if cancelation is not received by noon on Friday preceding the event. In other words, meal tickets purchased Friday afternoon or later are non-refundable.
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