September 2
Register Online Now |
Monthly Breakfast Meeting
Topic:
Art as an Asset Class: What it Means to
be a Charitable Recipient.
Speaker:
Joy Berus, Barth, Berus & Calderon, LLP
7:00 – 7:30 am / Registration and Networking
7:30 – 9:00 am / Program and Breakfast
Santa Ana Country Club |
September 8
Register Online Now
|
Professional Series / Primer
Various Speakers
Topics Include:
- Fundamentals of Estate Planning
- CRT's, CGA's, Gifts of Insurance, Stocks
- Legacy issues, Personal objectives
- Gifts: What is Good to Give to Charity, What Should Go to
Family?
- And, much, much more...
Sponsor: Northern Trust
7:30 am – 1:00 pm / Includes: Breakfast, Workbook, Lunch and Educational Programs
Northern Trust
|
September 15
|
Virtual Seminar
Topic and Speaker TBD
9:30 – 10:00 am / Registration, Networking, Coffee
10:00 – 11:30 am / Program
|
October 7
|
Monthly Breakfast Meeting
Topic: Ethics
Speaker: Julie Heggeness, JD, CSPG -
Memorial Medical Center Foundation
7:00 – 7:30 am / Registration and Networking
7:30 – 9:00 am / Program and Breakfast
Santa Ana Country Club
|
November 4
|
Monthly Breakfast Meeting
Topic: Aligning Charitable Giving & Life
Insurance: Best Practices, Planning Techniques, and
Philanthropic Benefits
Speaker: Kelly Kidwell, President & CEO -
Pacific Advisors
7:00 – 7:30 am / Registration and Networking
7:30 – 9:00 am / Program and Breakfast
Santa Ana Country Club |
November 17
|
Virtual Seminar
Topic and Speaker TBD
9:30 – 10:00 am / Registration, Networking, Coffee
10:00 – 11:30 am / Program
|
December 2
|
Monthly Breakfast Meeting
Topic on Philanthropy
7:00 – 7:30 am / Registration and Networking
7:30 – 9:00 am / Program and Breakfast
Santa Ana Country Club |
