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, April 5th, 2023
6pm – 9pm
Presented by:
Amanda J. Ferrari, JD
Founder and Chair of Ferrari Philanthropic Consultants, Inc.
“Estate and Gift Planning Strategies: Repositioning your Clients’ Assets to Help them, Help you and Support their Favorite Charities”
Amanda Ferrari is a visionary estate and gift planner and philanthropy leader widely known for her extensive knowledge of gift planning techniques and her ability to provide creative gift solutions based on sound estate planning and financial principles, coupled with innovation and developing strong enduring donor and leader relationships.
She is an inspirational servant leader with chief philanthropy officers, gift planners, and gift officers looking to her for guidance and counsel in the ever-changing healthcare sector and the philanthropic world. She was tapped to build a broad-based team of philanthropic/fundraising professionals across a diversified Western Region consisting of 51 hospitals using 21st-century approaches to increase public support for important healthcare issues that include heart disease, treating and curing cancer and other serious illnesses also focusing on philanthropy to serve the poor and vulnerable.
Charlie’s Restaurant
1320 19th Hole Drive
Windsor, CA 95492
6:00pm-9:00pm
There will be a $25 surcharge on all registrations received after 4 pm the Friday before the event.
At Willow Creek Wealth Management, we understand how overwhelming your investments can be, and we know that choosing a wealth advisor is a huge decision. We have a plan, backed by Nobel Prize-winning research by Eugene Fama and Kenneth French, and a collaborative team to help guide you to the financial future you want. With a tailored plan and process designed and devoted to you, we’re committed to creating a path from where you are to where you want to go.
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.
