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| 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 |
|