The Pepperdine Estate Planning Network (PEPNET)

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.

Please join us for Peptalk Tuesdays

On Tuesday, March 10, 2015 please join us along with special guest speaker, Keith Obilana, Program Manager for the Pepperdine Micro-Enterprise Program. Inspired by Nobel Peace Prize recipient, Dr. Muhammad Yunus, the Program helps underprivileged members of the Los Angeles community find gainful employment and launch micro-businesses. We will also discuss pressing tax and estate planning issues. Bring your questions and opinions! Pick the meeting option that works best for you:

Peptalk Tuesday Breakfast Meeting:

Date: March 10, 2015
Time: 8:30 a.m. - 10:00 a.m.
Location: Pepperdine University, Malibu Drescher Campus
24255 Pacific Coast Highway, Malibu, CA 90263
Faculty Dining Room EC 116
Menu: Continental Breakfast provided
Fee: Complimentary thanks to the generosity of David G. Adishian, SOL '94
Senior Vice President, Financial Advisor, Merrill Lynch Wealth Management
350 South Grand Avenue, 27th Floor, Los Angeles, CA 90071
Ph: (213) 236-2037
RSVP by: March 2, 2015 to anissa.morse@pepperdine.edu

OR

Peptalk Tuesday Lunch Meeting:

Date: March 10, 2015
Time: 12:30 p.m. - 2:00 p.m.
Location: Paul Martin's American Grill – Private Room 
2381 Rosecrans Blvd. Suite 180 El Segundo, CA 90245
Menu: Lunch provided
Fee: Complimentary thanks to the generosity of David G. Adishian, SOL '94
Senior Vice President, Financial Advisor, Merrill Lynch Wealth Management
350 South Grand Avenue, 27th Floor, Los Angeles, CA 90071
Ph: (213) 236-2037
RSVP by: March 2, 2015 to anissa.morse@pepperdine.edu


Save the date for our 6th Annual PEPNET Estate and Tax Planning Conference

Date: June 9, 2015
Time: 8:30am to 3:00pm
Location: Pepperdine's West Los Angeles Graduate Campus, Howard Hughes Center 6100
Center Drive, LA, CA 90045
Fee: Complimentary with paid PEPNET membership
$150 non-member fee – 5 Hours CLE & CFP credit offered.