The Pepperdine Estate Planning Network (PEPNET)
Peptalk Tuesdays – The Professional Series
From The Center For Estate and Gift Planning
Click here to register.
Instead of our regular PEPNET lunch we are switching to a breakfast format that allows our members to network and collaborate about their current estate planning issues and ideas. Accordingly, bring your most challenging case study and we will discuss it - if not at this meeting, at one of our future meetings!
Inaugural Peptalk Tuesday Meeting:
September 30, 2014
8:00 a.m. - 9:30 a.m.
Location: Pepperdine University, Malibu Campus- Villa Graziadio
Menu: Continental Breakfast provided
Fee: Complimentary with paid PEPNET membership - $250 annually
RSVP by: September 24, 2014.
Space is limited to the first 15 responses. Reserved parking provided.
Registration: Click here to register.
Save these additional Peptalk Tuesday Breakfast Meeting Dates:
November 11, 2014
January 13, 2015
March 10, 2015
May 12, 2015
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.
Curt A. Portzel, J.D., MTS
Center for Estate and Gift Planning