Events

Upcoming

Planning Committee – Next Event

Date: TBD – January 2026

Address: TBD

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

• Send your email to Concierge@ACEfiduciary.org to let us know you are ready to plan a party!

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