|
Date
|
Time
|
Event/
Location
|
Speaker
|
Topic
|
Sponsor
|
Representative
|
|
Jan 27
|
11:45-1:30
|
|
|
“Unlocking Business Owners Wealth in a Tough Economy” |
|
Lamont Smith
310-497-8625
lamont.c.smith@gmail.com
|
|
Feb 24
|
11:45-1:30
|
|
David Solie |
"The Secret Mission of Baby Boomers" |
|
|
|
Mar 24
|
11:45-1:30
|
|
Diedre Wachbrit Braverman, Attorney |
"Real Estate Planning: Six Bad Ways to Hold Real Estate"
|
|
|
|
Apr 28
|
11:45-1:30
|
|
Deborah Ballins Schwarz, Attorney |
"Protecting Your Clients from Elder Abuse" |
|
|
|
May 26
|
11:45-1:30
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jun 23
|
11:45-1:30
|
|
Neal Gold |
"Helping Clients Increase Business Cash Flow while Reducing Credit Risk" |
|
|
|
Jul 28
|
11:45-1:30
|
|
|
|
|
|
|
Aug 25
|
11:45-1:30
|
|
|
"Should Clients do a Roth IRA Conversion?"
|
|
|
|
Sept 22 |
11:45-1:30 |
|
Jennifer Devoll |
"Donor Advised Giving - what role can it play in charitable giving and estate planning?"
|
|
Phil Hahn
626-744-3545
phahn@macrorisk.com |
|
Oct 27
|
11:45-1:30
|
|
Kevin Winters |
"Post-Crisis Portfolio Construction" |
|
|
|
|
Dec 8
|
11:45-1:30
|
|
Featuring: Delicious Food,
Wine, Entertainment
and Holiday Cheer |
Please Join us for our annual Holiday Party. Spouses and Guests are welcome
|
|
|
