Past Events

May 28, 2024 May 2024 Member Meeting -- Pomona Valley Estate Planning Council
Eric Hanson, President, Inland Productivity Solutions, Inc.
April 23, 2024 April 2024 Member Meeting - Pomona Valley Estate Planning Council
Thomas K. Carr, Jr., Gould Asset Management
March 26, 2024 March 2024 Member Meeting -- Pomona Valley Estate Planning Council
Kevin Sayles, Lawyer's Title
February 27, 2024 February 2024 Member Meeting -- Pomona Valley Estate Planning Council
Roy A. Barry, Esq.
January 23, 2024 January 2024 Member Meeting -- Pomona Valley Estate Planning Council
Michael Moses, Goosehead Insurance
November 1, 2023 The 44th Annual Inland Empire Estate Planning Seminar
Jacqueline D. Yu; Reynolds Cafferata; Elizabeth & Bawden & David Bawden; Brad M. Cashion
October 24, 2023 October 2023 Member Meeting -- Pomona Valley Estate Planning Council
Rosemary DeCuir-McKown, Alliance Family Advocates
September 26, 2023 September 2023 Member Meeting -- Pomona Valley Estate Planning Council
Amy Valdivia, CMG Home Loans
June 28, 2023 June 2023 Social Meeting
May 23, 2023 May 2023 Member Meeting - Pomona Valley Estate Planning Council
Wendy Smith, Wendy L. Smith Professional Fiduciary
April 25, 2023 April 2023 Member Meeting - Pomona Valley Estate Planning Council
Kurt Kilwein, Tax Principal, CLA
March 28, 2023 March 2023 Member Meeting - Pomona Valley Estate Planning Council
Raymond Watts, CSPG, Associate Vice President for Development, Claremont McKenna College
February 28, 2023 February 2023 Member Meeting -- Pomona Valley Estate Planning Council
Jess M. Swick, CLU®, ChFC®, AEP®, CASL®, CLTC®
January 24, 2023 January 2023 Member Meeting - Pomona Valley Estate Planning Council
Bonnie Emadi, Esq. & Michael Ventimiglia, Esq.
November 1, 2022 The 43rd Annual Inland Empire Estate Planning Seminar
Samuel A. Donaldson; Kevin Sayles; Conrad Teitell; Josh Yager
October 25, 2022 October 2022 Member Meeting - Pomona Valley Estate Planning Council
Leslie Coulson & Belinda Batistelli, 1 on 1 Eldercare
September 27, 2022 September 2022 Member Meeting - Pomona Valley Estate Planning Council
Geoff Hamill, Joe Porreca & Ben Nance of Wheeler Steffen Sotheby's Realty
June 1, 2021 June Social Meeting
TBD
May 25, 2021 Pomona Estate Planning Council
TBD
April 27, 2021 Pomona Estate Planning Council
TBD
March 23, 2021 Pomona Estate Planning Council
TBD
February 23, 2021 How Much Should a Trustee Be Paid?
Josh Yager, Esq., CFP
February 23, 2021 Pomona Estate Planning Council
TBD
January 26, 2021 Pomona Estate Planning Council
TBD
November 18, 2020 Inland Empire Estate Planning Seminar
Various
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
September 22, 2020 Pomona Valley EPC September 2020 Meeting
Gaby Romero; Cynthia Stauffer; Dee Ann Estupinian; Carol Bradford
June 23, 2020 Pomona Estate Planning Council Year End Social
May 26, 2020 Pomona Estate Planning Council Meeting
TBD
April 28, 2020 Pomona Estate Planning Council Meeting
TBD
March 24, 2020 Pomona Estate Planning Council Meeting
TBD
February 25, 2020 Pomona Estate Planning Council Meeting
Attorney Carlos Arcos
January 28, 2020 Pomona Estate Planning Council Meeting
Mr. Joe Higgins
November 13, 2019 40th Annual Inland Empire Estate Planning Seminar
October 22, 2019 Pomona Estate Planning Council Meeting
Harris Koenig
September 24, 2019 Planning for Clients with Special Needs
Phillip Roitman, J.D., LL.M. (Taxation)
January 24, 2017 Property Tax : Changes in Ownership Law for Estate Planners
Mr. Gregory R. Broege
October 25, 2016 Ernie Cooper of VLS
Ernie Cooper
September 27, 2016 TBD
Mr. Joe Higgins
February 24, 2015 An Update on Business Valuation Issues
John Glenn of the Mentor Group
November 28, 2012 Inland Empire Estate Planning Seminar
October 23, 2012 An Asset Protection Primer
Jeffrey R Matsen
April 24, 2012 Annuity Fraud from a DA's perspective
Sara E. Stockwell
March 27, 2012 Dementia and capacity decision making
Dr. Stacey Wood
February 28, 2012 Understanding Social Security
Suzanne Christian
January 24, 2012 War Stories from the IRS Criminal Investigations
Richard Speier Jr.
September 27, 2011 Family Jewels - Valuation, Distribution and Disposal of Jewelry
Cindy Calderon C.G.
June 10, 2011 Year End Social
April 26, 2011 Estate Tax Law Update
Jane Peebles
March 22, 2011 Internet Marketing in 2011
Christopher Suchanek - CEO Firm Media
February 22, 2011 Strangers in Paradise and What to Do About Them
Michael Karlin
January 25, 2011 The Reallocation of Global Assets: Reason for Optimism
Michael J. Ling, CFP®
November 10, 2010 Inland Empire Estate Planning Conference
October 26, 2010 Introduction to Leimburgh
Joanna Averett
September 28, 2010 Help Your Clients Get Organized: A Win for the Client, A Win for the Advisor.
Gary M. O'Neill, JD, CLU, ChFC
May 25, 2010 Estate Tax Planning in 2010
April 27, 2010 FDIC's bank resolution process
Joe Hawkes, FDIC
March 23, 2010 Fraud War Stories
David Wall
February 23, 2010 Global Wealth Planning with an update on the Estate Tax Law...if any!
Tim Voorhees
January 26, 2010 Not Specified
Honorable Cynthia Ludvigsen
October 27, 2009 Protecting Fiduciary Liability in ILIT’s
Frank M. Campbell, CLU, ChFC
September 22, 2009 Family Limited Partnerships and LLCs in Estate Planning
Philip M. Savage, IV
May 26, 2009 Social Security Myths and Realities
Robert Hartnett, Public Affairs Specialist
April 28, 2009 Dealing With Survivors: Emotions and Expectations
Professional Panel Moderated By Jim Heitman
March 24, 2009 Estate Planning Sliders
E. Lawrence Brock of Brock Law Offices
February 24, 2009 Estate Planning Council Meeting
TBD
January 27, 2009 Economic Update
Mr. Gregory Hess
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