“Case Study - a Collaborative Estate Planning Workshop (the Holiday Edition)”

Date: Wednesday, December 8, 2021
Time: 6:00pm - 9:00pm
Location: Charlie's Restaurant 1320 19th Hole Dr. Windsor, CA 95492
Speaker: Group Participation

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PROGRAM

"Case Study - a Collaborative Estate Planning Workshop

"the Holiday Edition"

Date/Time: Wednesday,  December 8, 2021  6:00 PM

**Please Note Change:  2nd Wednesday of December**

Please join us for an evening of collaboration and fun, as we bring another raucous year to a close. Be prepared to be challenged by a compelling Case Study scenario, so be sure to bring your thinking caps (or Santa hats, as the case may be) to team up with your colleagues in solving the many issues facing our hypothetical client. In addition, we will have some Holiday fun, including:

-          Holiday Gift Exchange (If you choose to participate = bring a max $10 value gift with you)

-          Ugly Holiday Sweater Contest (Note: fierce competition is expected)

-          Other fun games

 2021 has turned out to be another busy and stressful year, so don’t miss this opportunity to relax and have some fun with your fellow REEPC members. We hope to see you there!

 

This program will be a live presentation, with a limited Zoom simulcast for those members and guests that are unable to attend in person due to COVID concerns. The Case Study starts at 6:30 on Zoom

REEPC will be following Sonoma County guidelines on Covid-19

*Masks Required Indoors unless "actively drinking or eating"

We are offering both In-Person Indoor & Outdoor seating or Speaker ONLY Zoom options for this meeting. 

RSVP DEADLINE for In-Person is  12/3/2021 

Zoom will be Case Study Only. RSVP Deadline for Zoom is 12/6/21 

Attorney MCLE Credit: kcyphers@andersonzeigler.com

MEETING SPONSOR

EXCHANGE BANK

In-Person MENU

Self-Serve Wine & Cheese Appetizer Station
6 - 6:15 pm

FIRST COURSE

Salad

MAIN COURSE
(One of Four Choices)

The New York 15 

Either Mahi Mahi or Swordfish 
 
Chicken Parmigiana
 
Eggplant Parmigiana (vegetarians)

ROLLS

DESSERT COURSE

Brownie & vanilla bean ice cream

Self-Serve Beverage Station
Regular & Decaffeinated Coffee and AssortedTeas

 

***PLEASE USE THE RSVP BUTTON ABOVE TO REGISTER***

CREDIT CARD AND CHECK PAYMENT

COST IS $75.00 PER PERSON

 

 MAIL ANY CHECKS Payments TO:

Redwood Empire Estate Planning Council

c/o Marilyn Topper Bookkeeping Service 

2135 Crosspoint Ave. Santa Rosa, CA 95403

  

 

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