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October 2019

October 2019 General Breakfast Meeting

October 10 @ 7:00 am - 9:00 am
The Depot, 1250 Cabrillo Ave
Torrance, CA 90501 United States
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Speaker: Grace Russak, CTFA, TEP, BNY MELLON WEALTH MANAGEMENT Topic: Charitable Gift Planning for Generation X Grace Russak is a Senior Director who works with a clientele of very high net worth individuals, families, foundations and not-for-profits. Over more than 30 years, she has built a practice focused on bringing carefully tailored solutions to her clients' investment, trusts and estates and strategic philanthropy concerns and needs. Prior to joining the firm in 2012, Grace spent over 15 years in senior…

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November 2019

November 2019 General Breakfast Meeting

November 14 @ 7:00 am - 9:00 am
The Depot, 1250 Cabrillo Ave
Torrance, CA 90501 United States
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Speaker:  Janet Morris Topic:  Navigating Public Benefits

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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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