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December 2019

December 2019 General Breakfast Meeting

December 12 @ 7:00 am - 9:00 am
The Depot, 1250 Cabrillo Ave
Torrance, CA 90501 United States
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Topic: Year End Tax Planning - Panel of CPA’s Panel:  Patricia Bell Harik, CPA, MST, Cindy Rustanius, CPA & Natallia Ioannou, CPA, CPE, MBT REGISTER NOW

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January 2020

January 2020 General Breakfast Meeting

January 9, 2020 @ 7:00 am - 9:00 am
The Depot, 1250 Cabrillo Ave
Torrance, CA 90501 United States
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Speaker:  Andy Katzenstein Topic:  Case Law

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February 2020

February 2020 General Breakfast Meeting

February 13, 2020 @ 7:00 am - 9:00 am
The Depot, 1250 Cabrillo Ave
Torrance, CA 90501 United States
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Speaker:  Steve Barlam Topic:  Undue Influence TITLE:  ELDER FIDUCIARY ABUSE:  Mitigating the Risk and Making a Difference Audience:  Legal / Financial Professionals working with older adults and their family members Point of View:  Elder Abuse (and especially fiduciary abuse) is prevalent, and under reported, you need to know about it, and understand what you can do to protect vulnerable clientele and in some cases prevent it from happening. Defining what it is How big an issue is it / prevalence…

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March 2020

March 2020 General Breakfast Meeting

March 12, 2020 @ 7:00 am - 9:00 am
The Depot, 1250 Cabrillo Ave
Torrance, CA 90501 United States
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Speaker:  Jan Jessie Jocoy Topic:  Personal Property Issues

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April 2020

April 2020 General Breakfast Meeting

April 16, 2020 @ 7:00 am - 9:00 am
The Depot, 1250 Cabrillo Ave
Torrance, CA 90501 United States
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Speaker:  Golnaz Yazdchi Topic:  Strategies to End the Family Feud PLEASE NOTE THIS IS THE 3RD THURSDAY OF APRIL

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