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The Center for Estate and Gift Planning

The Pepperdine Estate Planning Network (PEPNET)

NEXT MEETING

South Chapter—Tuesday, May 20, 2014  
North Chapter—Wednesday, May 21, 2014 

Credit Card Payment & Registration
Official Invitation

California Municipal Bonds

  • Current state of the public finance/municipal bond market: government intervention, credit quality, and revenue.
  • Changes in the municipal bond market since 2008: consolidation, liquidity, and risk.
  • Was Meredith Whitney wrong? A brief look at California municipal bankruptcies.
  • Why invest in California municipal bonds: tax efficiency, value, and diversification.

Presented by:

Randy J. Shaw
Senior Vice President and Senior Fixed Income Strategist, Wells Fargo Private Bank

Randy J. Shaw joined Wells Fargo in 1998 and is currently a Senior Fixed Income Investment Strategist with The Private Bank, Los Angeles region. He focuses on investments in the fixed income markets, specializing in fixed income trading and portfolio management for both private client tax exempt and taxable portfolios. Randy has been dedicated to the fixed income markets for over 38 years. He holds a bachelor of arts in economics from UCLA and an MBA in finance & economics from USC. 

 

Welcome to the Pepperdine Estate Planning Network (PEPNET), an outreach group sponsored and administered by Pepperdine University’s Center for Estate and Gift Planning for professional advisors. It is comprised of professionals from the legal and financial services community, many of them Pepperdine University alumni. Through PEPNET, the Pepperdine Center for Estate and Gift Planning seeks to educate and empower professional advisors who wish to incorporate charitable gift planning services into their practices. PEPNET also serves as an ongoing referral source for donors who need the knowledgeable services of a CPA, CFP, CLU, attorney, or other professionals.

In creating this professional organization, the Center for Estate and Gift Planning sought to make membership relevant, first through quality education and second by facilitating productive and mutually rewarding relationships among its members. Meetings are held 3-4 times per year in convenient locations. Current topics and cutting-edge strategies in tax, estate planning, and charitable giving are presented and discussed at each meeting. These luncheon meetings give members an opportunity to take advantage of the continuing education credits offered and to enjoy the many networking opportunities available to build business and referral relationships with other professionals.

I know you will enjoy the educational and social benefits of membership, and welcome you to become a part of this growing network of professional advisors dedicated to serving current and future donors of the University. Please peruse the following pages of benefits and services. A membership application form is available under the Membership section that you can either mail or fax in. If you would prefer to come to your first meeting as my guest, simply call me and I will arrange it. If you have any questions, please call me at (310) 506-4893.

Sincerely,

Curt A. Portzel, J.D., MTS
Executive Director
Center for Estate and Gift Planning