Advisor Education

Upcoming and Past Speaking Engagements

• September 17, 2019 – Estate Planning for Retirement Assets – NBI – Irvine, CA
• June 19, 2019 – CalCPA Orange County – Estate Planning Interest Group – Irvine, CA
• June 6, 2019 – Mieco Company Presentation – Long Beach, CA
• May 8, 2019 – Financial Planning Association Retreat – La Jolla, CA
• October 1, 2018 –Professional Collaboration – Schwab – Torrance, CA
  
• September 18, 2018 – Estate Planning for Real Estate Professionals – Keller Williams – Long Beach, CA
• August 29, 2018 – Navigator Legacy Partners – Estate Planning and Heritage Planning – Seal Beach, CA
• April 9, 2018 – Later is Too Late: Preventing Chaos in Estate Planning – Long Beach, CA
• February 27, 2018 – 2018 Tax Update with CPAs – Kaiser Law Group – Long Beach, CA
• October 17, 2017 – Webinar for Financial Planning Association – Estate Planning: Strategies and Considerations for End-of-Life Planning
• October 5, 2017 – CLG Wealth Management – Purposeful Estate Planning – Huntington Beach, CA
• September 16, 2017 – Presentation for Clients and Successor Trustees – Long Beach, CA
• September 6, 2017 – Estate Planning Considerations for CPAs – Long Beach, CA
• July 21, 2017 – Estate Planning Presentation for Entrepreneurs – EO Chapter — Marina Del Rey, CA
• July 12, 2017 – Estate Planning Presentation – Barrad and Shilling
• June 24, 2017 – Estate Planning Presentation – Century 21
• June 5, 2017 – Estate Planning Presentation – OC Mortgage Company
• April 26, 2017 – Estate Planning Presentation – Ralphs Grocery Co/Kroeger
• December 6, 2016 – Estate Planning from A to Z – NBI Seminars – Orange County, CA – Trusts 101 and “Who is the Fiduciary?”

• October 26, 2016 – California Society of Certified Public Accountants – Torrance, CA – Basis Management and Discounting in the Context of Estate Planning and Trust Administration”

• August 10, 2016 – Long Beach Bar Association MCLE – Long Beach, CA – Estate Planning for the Non-Estate Planner & Considering Special Needs Planning

• December 10, 2015 – National Business Institute – Irvine, CA – Trusts: The Ultimate Guide – continuing education for attorneys, CPAs and other professionals

• November 14, 2015 – Prestige Realty Investments – Irvine, CA – Estate Planning for Real Estate Investors

• October 15, 2015 – Barr-Cisneros Group of Wells Fargo Advisors – Seal Beach – The New Estate Planning Paradigm

• May 19, 2015 – Financial Network – Pasadena – What Financial Advisors Need to Know About Estate Planning

• March 18, 2015 – Halbert Hargrove – Long Beach – How Understanding Your Client’s Estate Plan Makes You a Better Financial Advisor

• March 17, 2015 – Charles Schwab – Torrance – Key Estate Planning Concepts for Financial Advisors

• January 26, 2015 – National Business Institute, Orange, CA –- Tax Planning for Trusts and Estates

• October 28, 2014 Business Leaders Roundtable – Long Beach, CA — Succession Planning for Business Owners

• October 7, 2014 – Halbert Hargrove – Long Beach –- “Why A-B Trusts No Longer Work for 95%+ of Your Clients”

• September 9 and 11, 2014 – Charles Schwab – Seal Beach and Torrance –- “Why A-B Trusts No Longer Work for 95%+ of Your Clients”

• August 27, 2014 – UCLA Ziman Center for Real Estate, Los Angeles, CA –- Real Estate Crowdfunding

• June 5, 2014 – National Business Institute, Irvine, California –- Drafting Effective Wills and Trusts

• May 7 and 8, 2014 – Charles Schwab – Seal Beach and Torrance –- “Estate Planning for Women” – Women Investors Month

• October 23, 2013 – California Society of Certified Public Accountants –- AB or Not to AB-the New Estate Tax Laws

• October 17, 2013 – Your Money Talks –- Estate Planning for Next-Door Millionaires

• Summer 2013 – University of California, Irvine –- Will teach 10-week class on Estate Planning Basics for Paralegal Certificate Program

• June 20, 2013 – Moderator for Estate Planning and Trust Council of Long Beach – Panel discussion regarding estate planning and trustee selection

• June 18, 2013 – National Business Institute, Orange, California –- Tax Planning for Trusts and Estates

• May 23, 2013 – Bruin Professionals, Manhattan Beach, California – Six Steps to Estate Planning Success

• May 21, 2013 – Charles Schwab, Seal Beach, California –- Estate Planning Considerations for Women

• May 9, 2013 – Charles Schwab, Torrance, California –- Estate Planning Considerations for Women

• April 27, 2013 – Oxford/Guzman Financial Group, Long Beach, California — Estate Planning for Blended Families

• November 10, 2012 – Seal Beach, California — AARP presentation on Estate Planning

• November 3, 2012 – Oxford/Guzman Financial Group, Long Beach, California — Three Keys to Effective Estate Planning

• September 19, 2012 – VantaQuest, Seal Beach, California — Trustee Selection

• June 7, 2012 – National Business Institute, Irvine, California — Trusts 101

• May 17, 2012 – Charles Schwab, Torrance, California — Estate Planning Issues for Women

• May 15, 2012 – Charles Schwab, Seal Beach, California — Estate Planning Issues for Women

• February 15, 2012 – Charles Schwab, Seal Beach, California — Seven Simple Solutions for Estate Planning Success

• February 8, 2012 – Charles Schwab, Torrance, California — Selecting the Right Successor Trustee

• September 13, 2011 – Los Angeles, California — National Business Institutes presentation on Estate Planning Basics

• August, 2011 – Charles Schwab, Torrance, California — Introduction to Estate Planning Concepts

• July, 2011 – University of California, Irvine — Taught 10-week Estate Planning class for Paralegal Program

• May 5, 2011 – Charles Schwab, Torrance, California — 2011 Estate Planning Updates and Deadly Dozen Estate Planning Mistakes

• May 3, 2011 – Charles Schwab, Seal Beach, California — 2011 Estate Planning Updates and Deadly Dozen Estate Planning Mistakes

• February 9, 2011 – Prudential Financial, Irvine California — 2011 Estate Planning Updates

Publications

• January 2015 – Western Pension and Benefits Council of Orange County : Estate Planning and Employee Benefit Plans

• February 2013 – ESTATE PLANNING: Understand The New Estate Tax Exemption

• December 2012 – ESTATE PLANNING: Take Care of Your Digital Legacy

• November 2012 – ESTATE PLANNING: Is Your Living Trust Worth More Than The Paper It’s Written On?

• October 2012 – ESTATE PLANNING: Ways To Avoid Probate

• September 2012 – ESTATE PLANNING: When To “Wait And See” With A Disclaimer Trust

• May 2011 – 2010 Estate Planning for Non-Estate Planners, co-authored with Mark Powell