Sponsorship Opportunities

Contact our administrator, Lorin Silva (administrator@epcsd.org) if you have any questions or to get started.

Established in 1955, we are the oldest and most established Estate Planning Council in San Diego.  Our membership consists of some of the most knowledgeable, experienced, and talented estate planning professionals working with some of the wealthiest citizens of the San Diego community on sophisticated and complex estate planning strategies. EPCSD remains committed to helping members and sponsors navigate the challenges of estate planning, tax planning and wealth management.    

EPCSD is in-person networking and membership meetings and events delivering prime sponsorship exposure and benefits. As an EPCSD sponsor, you and your firm will be exposed to our interdisciplinary membership, as well as to all visitors to the EPCSD website and to non-members attending our events.

EPCSD is pleased to offer two new annual sponsorship slots as well as per-meeting sponsorship opportunities for this fiscal year.
 

Annual Gold Level - $3,500 | Ken Morris with Merrill Lynch
Benefits:  

  • Your branding will be displayed prominently on the top banner of the EPCSD homepage, the meetings and events page, on the registration page, on all event communications, email marketing and all post-event surveys until June 30, 2025.   
  • Your branding will appear on a PowerPoint slide (you design) at each meeting or event where a PowerPoint is used, on a rotating basis with other sponsors during our dedicated networking time and during the dinner portion, announcements and introductions prior to the speaker.
  • You will be offered an opportunity to briefly address attendees for up to five minutes at the start of one EPCSD meeting.
  • You will be given the opportunity to bring two guests at no charge per meeting/event
     

Annual Silver Level $2,000 | 3 CLAIMED | Scott Schechter with Eagle Strategies LLC, Valerie Medina with Trust Properties USA and Luis Peralta with Caring Transitions
Benefits: 

  • Your branding will be displayed prominently on the side banner of the EPCSD homepage, the meetings and events page, on the registration page, on all event communications, email marketing and all post-event surveys until June 30, 2025.  
  • Your branding will appear on a PowerPoint slide (you design) at each meeting or event where a PowerPoint is used, on a rotating basis with other sponsors during our dedicated networking time and during the dinner portion, announcements, and introductions prior to the speaker.
  • You will be offered an opportunity to briefly address attendees for up to five minutes at the start of one EPCSD meeting during the fiscal year.
  • You will be given the opportunity to bring one guest at no charge per meeting/event

 

Per-Meeting Sponsorships: $500 PER MEETING/EVENT
Benefits: 

  • Your branding will be displayed prominently on the meetings/events and registration pages of the EPCSD website and all invitations, communications and email marketing, and post event surveys for the meeting that you are sponsoring. 
  • Your branding will appear on a PowerPoint slide (you design) at the meeting or event you are sponsoring, on a rotating basis with other sponsors during our dedicated networking time and during the dinner portion, announcements and introductions prior to the speaker.
  • Opportunity to give a 5 minute presentation about you and your company at the beginning of the meeting.
  • Sign at the sign in table and the bar with your branding.
  • You may bring your own marketing materials and place them on each chair or place setting at the meeting that you are sponsoring.
  • The President will announce and thank you for your sponsorship during the meeting.

 

Mixer/Social Sponsorships: $400 PER MEETING/EVENT | Two spots per social
Benefits: 

  • Your branding will be displayed prominently on the meetings/events and registration pages of the EPCSD website and all invitations, communications and email marketing, and post event surveys for the meeting that you are sponsoring. 
  • Sign at the sign in table and the bar with your branding.
  • You may bring your own marketing materials and place them on each chair or place setting at the meeting that you are sponsoring.

Event Sponsorship Dates Available:

  • September 15, 2026 - Mixer - Rosella Saucier with American Cancer Society | one spot available
  • October 20, 2026 -  Filled
  • November 17, 2026 - Cheryl Kessler with CBIZ Forensic Consulting Group, LLC
  • December 1, 2026 - Mixer - 2 spots available
  • January 19, 2027 - Brenda-Lee Smith with Oasis Senior Advisors
  • February 16, 2027 - Available
  • March 16, 2027 - Hasani James with Halbert & James
  • April 20, 2027 - Mixer - 2 spots available
  • May 18, 2027 - Available
  • June 15, 2027 - Available

Promotional Material: $250 PER MEETING/EVENT
Benefits: 

  • Promotional/event material may be displayed at one of our tables in the lobby. This would be available during the social hour.