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

See Upcoming Event Calendar