August 17, 2021 –FPA Tax and Estate Planning Knowledge Circle – Financial Planning Association – Orange County, CA
July 21, 2021 – UP-Side of Estate Planning – Webinar for KLG Legacy Program clients and advisors – Long Beach, CA
May 19, 2021 – Planning to Take ACTION Before Tax Changes – Webinar for KLG Legacy Program clients and advisors – Long Beach, CA
April 21, 2021 – The Client Relationship and Seizing Opportunities/Avoiding Surprises – CLG Wealth Management Annual Summit – Long Beach, CA
March 31, 2021 – Beyond the Documents: The Importance of Asset Alignment and Avoiding the Unintended Beneficiary – Long Beach, CA
February 24, 2021 – Divorce and Death – Financial Planning Association – Orange County, CA
February 11, 2021 – Effectively Adapting Clients’ Estate Plans to Changing Laws and Lives: Post-election and Forever – LA Estate and Succession Planning Affinity Group – Los Angeles, CA
February 2, 2021 – Beyond the Documents: How Purposeful and Ongoing Estate Planning Can Enhance Life for You and Your Loved Ones – Temple Israel Education Series – Temple Israel – Long Beach, CA
December 15, 2020 – Proposition 19 Considerations and Strategies – CLG Wealth Management
August 29, 2020 – Basic Estate Planning Considerations – Inspired Financial – Huntington Beach, CA
May 28, 2020 – Orange County Provisors Estate & Succession Planning Affinity Group – Moving Past Traditional Planning for our Clients – Irvine, CA
May 26, 2020 – Death and Divorce: When Bad Goes to Worse – FPA NorCal Conference – Virtually/Online
March 11, 2020 – The intersection of Estate Planning and Tax Planning for Real Estate Investors and their Advisors – Provisors Los Angeles/Long Beach Real Estate Affinity Group – Long Beach, CA
January 2020 – When Death meets Divorce – Financial Planning Association Southwest Conference – Lake Arrowhead, CA
January 2020 – Purposeful Estate Planning – Financial Planning Association Southwest Conference – Lake Arrowhead, CA
December 2019 – Estate Planning “War Stories” – Financial Planning Association Knowledge Circle – Estate and Tax Planning
December 2019 – Enhanced Estate Planning – Halbert Hargrove, Long Beach
November 2019 – Estate Planning for Business Owners – UCLA Anderson CEO Forum, Lake Arrowhead
October 2019 – Enhanced Estate Planning – Schwab, Torrance, CA
October 2019 – When Death Meets Divorce – Provisors, Long Beach, CA
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 – Estate Planning Presentation – Mieco, LLC – Long Beach, CA
May 8, 2019 – “When Death Meets Divorce” 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