Unintended Consequences - How the Best Laid Estate Plans Fail, Solutions to Unforeseen Problems
Date: Wednesday, January 7, 2009
Time: 6:00 - 6:30 reception, 6:30 - 8:00 dinner and program
Speaker: Brian Lee, E'Bus Consulting and Phillip Savage, IV, Gresham Savage Nolan and Tilden
Born and raised in Hawaii, Brian Lee is a well-known author and lecturer on business and estate planning. He is the key note speak at several financial institutes such as the NAIFA National Conference, and is a sought after instructor to CPA's and attorneys for continued education forums.
Brian will be joined by our own Phil Savage, IV, estate planning attorney with Gresham Savage Nolan and Tilden. A graduate of Stanford University and Loyola Law School, Phil's practice focuses on providing personalized estate planning, estate administration and business succession services for clients, and trust administration.
R.S.V.P. today for this special joint meeting at the Victoria Club (2521 Arroyo Drive) in Riverside.
Please indicate your meal selection in advance: New York steak, seared breast of chicken, grilled salmon or vegetarian plate. Dessert choices are trio sorbet, chocolate mousse or lemon tart.
Dinner is free for REPC members, and $40 for guests.
