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The Center for Estate and Gift Planning

 

Next Meeting

South Chapter—Tuesday, February 25, 2014
North Chapter—Wednesday, February 26, 2014

Credit Card Payment & Registration
Official Invitation - Coming Soon!

California Municipal Bonds

• Current state of the public finance/municipal bond market
• Changes in the municipal bond market since 2008
• California bankruptcies to dispel Meredith Whitney's dire predictions
• Why invest in Cal munis?

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.

 

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.