May 2023 Member Meeting - Pomona Valley Estate Planning Council
Date: Tuesday, May 23, 2023
Time: 6:00pm - 8:00pm
Location: Walter's Restaurant, Claremont
Speaker: Wendy Smith, Wendy L. Smith Professional Fiduciary
Please join us at 6:00 p.m. for networking, and 6:30 for dinner and presentation.
Our presentation will be "A Special Administrator, a Special Needs Trustee and a Conservator walk into a bar . . . . Tales of a Fiduciary" by Wendy Smith, professional fiduciary.
