Jan 27 Focus Group

Zoom CA

Speaker:  Sandy VandenBerge Topic:  Charitable Giving REGISTER NOW Description Planned gifts are a great tool for your clients to not only leave a legacy with charitable giving, but also enjoy tax benefits. This focus group will include a review of planned giving options with special attention to charitable remainder trusts (CRT). A CRT is the […]

Feb 10th General Breakfast Meeting

The Depot 1250 Cabrillo Ave, Torrance, CA

Panel Discussion on Conservatorships – Friend or Foe? Panelists:  Ron Miller, Cynthia Cox and Sylvia Thompson Conservatorships got a bad rap in 2021, from the Netflix hit "I Care a Lot" starring Rosamund Pike to the Brittney Spears media storm. Unfortunately, a process that is rarely understood by the general public soon came under attack […]