| September 26, 2023 |
September 2023 Member Meeting -- Pomona Valley Estate Planning Council
Amy Valdivia, CMG Home Loans |
| October 11, 2023 |
NATIONAL EVENT:
NAEPC Webinar: Designing and Implementing Estate Planning Structures with the IRS in Mind: Audit Triggers and Considerations Associated Therewith
Alan S. Gassman, JD, LL.M. (Taxation), AEP® (Distinguished) |
| October 24, 2023 |
October 2023 Member Meeting -- Pomona Valley Estate Planning Council
Rosemary DeCuir-McKown, Alliance Family Advocates |
| November 1, 2023 |
The 44th Annual Inland Empire Estate Planning Seminar
Jacqueline D. Yu; Reynolds Cafferata; Elizabeth & Bawden & David Bawden; Brad M. Cashion |
| November 12, 2023 |
NATIONAL EVENT:
60th Annual NAEPC Advanced Estate Planning Strategies Conference
with Council Leadership Conference
November 12 - 16, 2023
|
| December 13, 2023 |
NATIONAL EVENT:
NAEPC Webinar: International Tax Concerns for High Net Worth Individuals
Chaya Siegfried, CPA, MST |
| January 23, 2024 |
January 2024 Member Meeting -- Pomona Valley Estate Planning Council
TBD |
| February 27, 2024 |
February 2024 Member Meeting -- Pomona Valley Estate Planning Council
TBD |
| March 26, 2024 |
March 2024 Member Meeting -- Pomona Valley Estate Planning Council
TBD |
| April 23, 2024 |
April 2024 Member Meeting - Pomona Valley Estate Planning Council
TBD |
| May 28, 2024 |
May 2024 Member Meeting -- Pomona Valley Estate Planning Council
TBD |
|
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