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Thursday, September 25, 2025

AI at Work: Practical Applications Across Vocations - Focus Group

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South Bay Estate Planning Council

SOUTH BAY ESTATE PLANNING COUNCIL

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Phillip Cook, CFP®

Wealth Manager/Investment Advisor/Certified Financial Planner™
President
Cook & Associates
818 Manhattan Beach Blvd #200
Manhattan Beach, CA 90266
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Phone: 310-545-6700
Fax: 310-545-6710
Send a Message to Phillip Cook
Website: http://cookandassoc.com

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UPCOMING EVENTS

September 25, 2025

AI at Work: Practical Applications Across Vocations - Focus Group

Moderated by Garee Gasperian

See Event Details

October 9, 2025

The Love Affair is Over... What Professional Fiduciaries Need to Know

Monica Goel

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November 13, 2025

A Simple Estate, A Tangled Web: Fiduciary Income Tax in Real Life

David Bennedetto

See Event Details

December 11, 2025

Trusts in Asset Protection Planning — A Practical Hour for Estate Planners

Jacob Stein

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See Full Calendar

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