Events

Upcoming

Progressive Open House – 08/27/2025

“Sips & Nibbles“

Date: August 27, 2025 Time: 4:00 PM- 6:00 PM

Address: 1855 Olympic Blvd. Suite 100, Walnut Creek

Be Cool – Tropical Vibes Encouraged! The Ace Fiduciary Group, ANPC is growing! We are co-hosting a Sips & Nibbles Progressive Open House. This new space allows ACE to keep growing for more impact and reach to bring excellent trustee services to this community. See below for our co-hosts.

Co- Hosts:

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

Previous

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