Leadership

	ESTATE PLANNING COUNCIL OF POMONA VALLEY, INC.	MEMBER LOGIN
	MEMBER LOGIN

	President Carol A Bradford, JD California Community Foundation 213.452.6266 Send Message to Member
	Vice President J. Benjamin Selters, III Selters & Selters (909) 622-2507 Send Message to Member
	Secretary Cynthia Stauffer, CFP®, EA Wisemoney Solutions 9093920186 Send Message to Member
	Treasurer Jennifer L. Field Law Office of Jennifer L. Field 909-625-0220 Send Message to Member
	Board Member Megan Asselin, CPA CLA (CliftonLarsonAllen) 626-387-8221 Send Message to Member
	Board Member Thomas K. Carr, CFP, Jr. Gould Asset Management (909) 445-1291 Send Message to Member
	Board Member Randal Hannah Law Offices of Randall Hannah 909-949-8540 Send Message to Member
	Board Member Jess M. Swick, CLU, ChFC, AEP, CASL Northwestern Mutual Life (909) 621-2996 Send Message to Member
	Board Member Michael S. Tracey, CSPG San Antonio Hospital Foundation 909-920-4962 Send Message to Member
	Board Member Marivel Zialcita MMZ LAW, A Professional Corporation 909-256-6702 Send Message to Member
	Website Administrator Todd C. Landry, CPA, AEP® Spafford & Landry Inc. (909)553-1323

The unauthorized use of member contact information obtained from this website and related material is expressly prohibited, as is the use of the “send a message” contact form for solicitation purposes.

UPCOMING EVENTS

October 27, 2020

Tax Implications and Planning Opportunities in Light of Covid and the Elections

Erik Hendrickson, ChFC Senior Vice President & Senior Wealth Advisor, Northern Trust, Los Angeles Brandon Frandsen, MS Accountancy Wealth Advisor, Northern Trust, San Francisco

See Event Details

November 18, 2020

Inland Empire Estate Planning Seminar

Various

See Event Details

January 26, 2021

Pomona Estate Planning Council

TBD

See Event Details

February 23, 2021

Pomona Estate Planning Council

TBD