Discover a tax-advantaged investment strategy through Opportunity Zones 2019 | Estate Planing Seminar | 28 October 2019 | Cafe Santorini, 64 W Union St, Pasadena, CA 91103, United States
Venue
Cafe Santorini
Cafe Santorini, 64 W Union St, Pasadena, CA 91103, United States
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| Event Date |
Mon Oct 28 PDT (about 5 years ago)
In your timezone (EST): Mon Oct 28 8:30pm - Mon Oct 28 10:30pm |
| Location |
Cafe Santorini
64 W Union St, Pasadena, CA 91103, United States |
| Region | Americas |
Details
The purpose of this Council is to educate certified public accountants, attorneys, trust officers and professional fiduciaries, planned giving officers, and financial services professionals about estate planning principles and changes in the tax law affecting those principles.
Our objectives are:
To equip our members to render the highest type of service to the public;
To acquaint those in need of estate planning service of the protection and advantages afforded by expert guidance; and
To develop a closer cooperation and better understanding of the proper relationship which certified public accountants, attorneys, trust officers, planned giving officers, and financial services professionals bear to the others and to the general public.
Speakers
2019 Speaker
Jay Frank
Sponsors & Partners
2019 Sponsor
SOCIAL PERIOD SPONSOR:
• Jennifer Lorenzen and Bill Hranchak