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The Center for Estate and Gift Planning

Upcoming PEPNET Meeting Information

 

SPONSORED BY PEPNET MEMBER:

Emily R. Bullis
Vice President, Wealth Management Advisor
First American Trust

Emily Bullis 

PEPNET Quarterly Meeting - North Chapter

Speaker: Allan Cutrow, Mitchell Silberberg & Knupp, LLP

Date: Wednesday, September 23, 2009

Time: 12 noon - 1:30 p.m.

Location:  The Regency Club
Penthouse Room
10900 Wilshire Blvd.
Los Angeles, CA 90024

Topic: Estate Planning in the Current Environment & Anticipated Changes to the Estate and Gift Tax Laws

Click here for registration form.

 

PEPNET Quarterly Meeting - South Chapter
Speaker: Felicia Chang, Mitchell Silberberg & Knupp, LLP

Date: Thursday, September 24, 2009

Time:  12 noon - 1:30 p.m.

Location: The Pacific Club
4110 MacArthur Blvd.
Newport Beach, CA 92660

Topic: Estate Planning in the Current Environment & Anticipated Changes to the Estate and Gift Tax Laws

Click here for registration form.

 

REFUND POLICY - All cancellations must be received and approved no less than 72 hours prior to the meeting.  Approved cancellations will receive a credit for the next meeting attended within current fiscal year.

*  Pepperdine University's Center for Estate and Gift Planning is a State Bar of California approved MCLE provider. This program has been submitted to the Certified Financial Planners Board for CE credit.  Additionally, this program follows the CE regulations as outlined in the California Accountancy Act for Certified Public Accountants.