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• 8/6/25 EPCDV Networking Event

  • When
    Wednesday, August 06, 2025
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    10
  • Registered
    50 registrants

  Register

  PO Box 245, Walnut Creek, CA 94596 T: (925) 778-1165   |   F: (925) 778-1163   |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, August 6, 2025 4pm to 6pm Join EPCDV for a complimentary networking event at Headlands Brewery in Lafayette, CA. *There is no cost to attend. Members will be provided 1 complimentary drink ticket.* A Special Thanks to Our Event Sponsor Veronica Sibley Senior Alternatives Care Management & Home Care Services  veronica@senalt.com  bayareaseniorcare.com 510.701.2831 BECOME AN EPCDV MEMBER TODAY RENEW YOUR MEMBERSHIP TODAY BECOME A SPONSOR/PARTNER CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS Estate Planning Council Diablo Valley | EPCDV.org

  
  

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• 9/17/25 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club

  • When
    Wednesday, September 17, 2025
  •  
    6:00 PM - 8:00 PM
  • Location
    Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
  • Registered
    12 registrants

  Register

  

  "How to Best Capitalize on the Ever-Changing Investing Landscape: 2025/2026 BMO Capital Market Update"

  Presented by:

  Brian Belski, Chief Investment Strategist
  BMO Capital Markets

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  A Special Thanks to Our Event Sponsor

  
  

  
  

  Robert Gewecke, CFP®,

   Private Wealth Advisor

  925.542.4584

  robert.gewecke@bmo.com

  
  

  
  

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  Presentation Summary:

  Hear from Brian Belski, Chief Investment Strategist on his commentary on where he sees the markets ending 2025 and what he expects to unfold in 2026.  He will also discuss the expected impact of the recent tariffs, as well as the Big Beautiful Bill recently passed through Congress.

  
  

  About Our Speaker:

  Brian provides strategic investment and portfolio management advice to both institutional and private clients.  Brian’s group produces several investment strategy publications on a regular basis, with particular focus on both the U.S. and Canadian equity markets.  In his more than 32 years in the investment industry, Brian has held various senior strategy and research roles, including positions at Oppenheimer & Company, Merrill Lynch, and Piper Jaffray.  Brian is frequently quoted in the financial press, including regular appearances on CNBC and BNN, and is renowned for his accuracy as a strategist.  Brian has been ranked as a Top Gun analyst by Brendan Woods since 2016.

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  LOCATION

  Orinda Country Club

  315 Camino Sobrante, Orinda, CA 94563 

  
  

  6:00 PM	Check In, Networking & Cocktail Reception  *CASH ONLY BAR*
  6:30 PM	Sit Down Plated Dinner
  6:45 PM	Welcome & Announcements
  7:00 PM	Speaker Presentation
  8:00 PM	Meeting Close Feel Welcome to Stay and Network

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  Member Registration (through 9/15)	$95 / ($105 after 9/15)
  Guest Registration (through 9/15)	$115 / ($125 after 9/15)

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  Please note all reservations & cancellations MUST be made no later than 2pm the Monday before the meeting. Refunds will not be granted to cancellations that are received thereafter.  All cancellation requests need to be made in writing to EPCDiabloValley@gmail.com

  
  

  JOIN EPCDV TODAY!

  RENEW YOUR MEMBERSHIP NOW

  BECOME A SPONSOR/PARTNER

  

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