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Tuesday, July 28, 2026

To Be Announced

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Orange County Estate Planning Council

ORANGE COUNTY ESTATE PLANNING COUNCIL

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Leadership

President

Kevin H. Wiest, CPA
Windes, Inc.
(949) 852-9433
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1st Vice President Programs

Conner J. Clemons, JD, LL.M.
Empirical Wealth Management
(949) 3465168
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2nd Vice President Membership

David B. Moore
Chapman University
(714) 516-4590
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Secretary

Fatama Khan, CFP®, CWS®, MBA
Charles Schwab
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Treasurer

Meghan M. Glaspy, JD
RMO LLP
(949) 226-8507
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Immediate Past President

Shelly O'Byrne, CFP®, CTFA
First Foundation Bank
(949) 299-5463
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Director at Large

Richard Huntington, CLPF CFP®
Professional Fiduciary Services
(949) 748-0911
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Director at Large

John D. Penner, MAI
Valbridge Property Advisors
(714) 449-0852
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Executive Director

Gail James Clarke
Gail James Association Management
(714) 441-8951, ext. 4
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UPCOMING EVENTS

July 28, 2026

To Be Announced

Kevin R. Ghassomian - Partner, Venable LLC

See Event Details

September 22, 2026

Mission Creep and Ethical Considerations: When Wealth Planning Professionals Overstep

Stewart R. Albertson, Esq. & Keith A. Davidson, Esq. - Albertson & Davidson, LLP

See Event Details

November 17, 2026

To Be Announced

To Be Announced

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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