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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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Sylvia Thompson, BA, CMC, CDP, GRMS

Certified Geriatric Care Manager
Founder
Holistic Family Solutions
1902-A Lincoln Blvd #1053
Santa Monica, CA 90405
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Phone: 310-904-9852
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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

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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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