| May 25, 2023 |
Topic: Proposition 19 – Digging Deeper into the Proactive Planning Techniques
Moderated by Angela Kleink |
| May 11, 2023 |
Proposition 19 Revisited: Proactive Planning Techniques and Practice Pointers
Greg Broege (attending via Zoom) |
| April 27, 2023 |
Employment Related Issues (Caregivers)
Lynne Hook |
| April 13, 2023 |
Supported Decision Making
Teresa Gorman and Judge Kim Hubbard |
| March 23, 2023 |
Who Really Owns That Property?
Samuel M. Ford, Esq. |
| March 9, 2023 |
Exploration of Ethics and the Elderly
Cynthia Cox |
| February 23, 2023 |
Secure Act 2.0
John Barry |
| February 9, 2023 |
Jeopardy!!!
Everybody |
| January 26, 2023 |
Asset Valuations – when and how to use them Valuing and Selling Partnership Interests in Real Estate and Closely Held Companies
Todd Wohl |
| January 12, 2023 |
Tax Update
Andy Katzenstein |
| December 8, 2022 |
Business Succession Planning
Kira Mastellar (via Zoom) |
| November 10, 2022 |
Tumultuous Terrain of the Trustee
Willow McJilton and Adam Streltzer |
| October 27, 2022 |
Happy Hour at Rock & Brews
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| October 13, 2022 |
Hiring Mary or Marth Poppins: Considerations When Employing Household Caregivers
Dawn Coulson |
| September 22, 2022 |
Congnitive Impairment - Bring your War Stories
Round Table Discussion |
| September 8, 2022 |
The Cost of Cognitive Impairment: The Impact of Cognition on Financial Decision Making
Michelle McDonald, Phd |
| June 30, 2022 |
Let’s Talk about a Paperless Office
Patricia Bell Harik |
| June 14, 2022 |
SBEPC Annual Evening Social
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| May 26, 2022 |
May 26th Focus Group Meeting
Stewart Darrell |
| April 14, 2022 |
April 14th General Breakfast Meeting
Cynthia Waterson |
| March 18, 2022 |
March 18th Happy Hour @ The Brews Hall in Torrance
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