April 2024 Member Meeting - Pomona Valley Estate Planning Council
Date: Tuesday, April 23, 2024
Time: 6:00pm - 8:00pm
Location: RSVP with Council President, Ben Nance, to Attend
Speaker: Thomas K. Carr, Jr., Gould Asset Management
Please join us at 6:00 p.m. for networking, and 6:30 for dinner and presentation. All those wanting to attend will need to RSVP with Ben Nance - President. BenNanceRealEstate@gmail.com/ (909) 552-9727
Our speaker will be Thomas K. Carr, Jr., CFP, AEP. Tom is a Senior Portfolio Manager with Gould Asset Management in Claremont. Tom will be speaking on "Q1 2024 Economic Market Review."
Thanks to our wine sponsors for the April meeting:
- Jess Swick, Swick Financial and Insurance Services
- Ben Nance, Wheeler Steffen | Sotheby's International Realty
- Carol Worley, California Community Foundation
