2020 Investment Update for Estate Planners

Date: Monday, January 27, 2020
Time: 5:30pm - 7:30pm
Location: The University Club, 175 N. Oakland Ave., Pasadena, CA 91101
Speaker: Sandip Bhagat

RSVP By: by noon on Wednesday, January 22, 2020

David's talk will be focused on the challenges and things be aware of legally, ethically, and best practices.

Social Period SponsorsSteve Jackson, Jr., D. A. Davidson & Co. and Colin Mackenzie, Regional Director, Cetera Advisor Networks

Valet Parking: At The University Club ( Complimentary )

Dinner Entrée Choices: 

1) Duet of Salmon & Chicken; or

2) Vegetarian.

Guest Fees: $70 per meeting (includes dinner and speaker) payable by credit card

NOTE: GUESTS MUST PROVIDE THE NAME OF THE MEMBER WHO EXTENDED THE INVITATION AT THE BOTTOM OF THE REGISTRATION PAGE IN THE SPECIAL REQUESTS BOX IN THE "ADDITIONAL" SECTION.

Continuing Education: 1 hour available for attorneys and CPAs

Upcoming meetings will be held at the University Club of Pasadena

  • January 27, 2020 Sandip Bhagat, Whittier Trust - Economic Update
  • February 24, 2020 Jeff Moran , John Moran Auctioneers - Estate Valuation
  • March 23, 2020 Alan Yoshitake and Bruce Ross Seyfarth Shaw LLP - Tax Update
  • April 27, 2020 Elizabeth Bawden Withers Worldwide - Charitable Giving

See Upcoming Event Calendar