Inland Empire Estate Planning Seminar

Date: Wednesday, November 4, 2009
Time: 1:00 PM - 6:00 PM
Location: Orton Center, University of Redlands
Speaker: Various Nationally Known Speakers

Add to My Outlook Calendar

Add to My Google Calendar

The 30th Annual Inland Empire Estate Planning Seminar takes place on Wednesday, November 4 ORTON CENTER, UNIVERSITY OF REDLANDS 1:00 P.M - 6 P.M. PROGRAM Current Developments in Estate Planning Andrew Katzenstein, Esq. Proskauer Rose, Century City Charitable Planning Update - Shams, Scams and - Thank You Ma'ams Jane Peebles, Esq. Karlin & Peebles, Beverly Hil Family Limited Partnerships - An Update Louis Mezzullo, Esq. Luce, Forward, Hamilton Scripps, San Diego Estate Tax Valuations and Appiaisal Update John Glenn, CEO & Brad Cashion, CFA The Mentor Group, Palm Springs Cocktails and Heavy Hors D'Oeuvres Sponsored by First American Trust and Patrons To register, send $135 (check or money order) payable to Inland Empire Estate Planning Seminar or "IEEPS," .and mail to: IEEPS, c/o Joe Walloch, CPA, P.O. Box 7788, Redlands, CA 92375. The registration fee is $160 if you are NOT a member of the Desert Estate Planning Council, Pomona Estate Planning Council, Riverside Estate Planning Council, San Bernardino Estate Planning Council, Arrowhead Chapter of the Society of Financial Service Professionals, or the Inland Empire Planned Giving Round Table. Program will qualify for up to 5 hours of continuing education credit For more information, call Co-Chairs John Oliver, CLU, at 909-792-9988 or, Joe Walloch, CPA, at 909-798-1040, or Joanna Averett at 909-380-8799 Susan Kean

See Upcoming Event Calendar