Events

Upcoming-2026

Hidden Gems In Our Own Backyard

Date: May 13, 2026. Time: 10 am – 12 pm. By Special Invitation

Address: The Cobra Experience – 777 Arnold Drive, #200, Martinez CA

Exclusive peak into the Cobra Experience, a delicious brunch and special guest presenters.

Important information for income property owners and downsizers. RSVP here by May 1, 2026.

You may have some of the questions below. Our panel of experienced professionals will cover these and more:

  1. What are some changes in the California property insurance market that affect income property owners?
  2. What are some things I should consider if planning to leave real property to my children?
  3. How do I prepare to downsize or exchange real property to my children?
  4. If my kids can’t be the trustee of my trust, who can?

Professionals and Supporters are being added weekly. When you RSVP here, you’ll recieve more information. These “hidden gems” are professionals in our own backyard. We have invited them to cover important information to help you plan your legacy which includes income real property ownership. These are gems you’ll be able to use, not a sales pitch.

  • Loren A. Emmanuel, Executive Director, The ACE Fiduciary Group, ANPC
  • Michael Moore, Broker Associate, Stokely Property Management
  • Ryan Hayes, Insurance Broker, hayes Insurance Brokerage
  • Kim Falahati, Founder, Family Matters
  • Anthony Richards, CPA, Richards, Black & Company

A delicous brunch at the unique Cobra Experience with curated professionals to answer your questions. Estimated value at well over $600.00 for the cost of your meal only. Tickets are $50.00 per person. Donor discount available upon check out. Click here to RSVP and snag your seat.

You dont want to miss this year’s special Legacy Brunch – HIDDEN GEMS.

___________________________________________________________________________________________________________

Planning Our Next Fundraising Event – We Want You

Let’s plan our next fun outreach event! With your help, we can bring on another Livin’ La Vida Loca Gala.

  • Send your email to Concierge@ACEfiduciary.org to let us know you are ready to plan a party!
  • We will send you an invitation to meet with Loren and Planning Committee now forming.

Previous Events

Progressive Open House – August 2025

Co- Hosts:

  • Capital Advantage, Suite 300 | Menu: Dessert & Coffee
  • Feldman Law Group, Suite 125 | Menu: Charcuterie & Wine
  • Neptune Society, Suite 110 | Menu: Croissant Sandwiches 

Legacy Brunch – May 2025

Client Appreciation – “Investing For Your Future”

Co-Hosts

  • Tiffany Sutton, REALTOR Certified Probate & trust Specialist
  • Mark Passalaqua, Quin Oaks Investment Advisor
  • Joel Harris, Estate and Probate Attorney

Previous

Livin’ La Vida Loca – October 30, 2024

  • Diamond Sponsors
    • Mechanics Bank
    • First Citizen Bank
    • John Muir Health Foundation

Big thanks to all the donors and participants who made this Gala event possible!

Wacky, Quirky, Golf Tournament – Fundraising Event, 2022

Black & White Ball – Free Concert in the park, education and awareness, 2022

Giants Game – Thanks to Advisory Circle & Board, 2022

Cantina Party – Launch of ACE Fiduciary Group, A Non-Profit, 2019