Click here to register online >>

Date Time Topic Location Info
09/24/2019 06:00 PM Avoiding Business Planning Mistakes Using Life and Disability Insurance and Other Techniques 40 Pacifica, 15th Floor, Irvine, CA
09/26/2019 06:00 PM Buy-Sell Agreements: Navigating Tax Issues and Avoiding Insurance Traps for the Unwary 40 Pacifica, 15th Floor, Irvine, CA
10/08/2019 11:30 AM Private Foundations and Donor Advised Funds: A Comparison of These Two Philanthropic Heavyweights 40 Pacifica, 15th Floor, Irvine, CA
10/10/2019 06:00 PM Program Related Investments: How Private Foundations Can Earn a Return By Making Charitable Distributions 40 Pacifica, 15th Floor, Irvine, CA
11/01/2019 11:30 AM Transitional Estate Planning: What to do When the Estate Starts to Exceed $11.4 Million 40 Pacifica, 15th Floor, Irvine, CA
11/20/2019 11:30 AM Private Foundations: 5 Most Frequently Asked Questions and 5 Things You Probably Don't Know 40 Pacifica, 15th Floor, Irvine, CA