June Monthly Membership Meeting - Hot Topics in Estate Planning Panel
Date: Wednesday, June 19, 2024
Time: 5:30pm - 7:00pm
Location: Cal Poly Center for Innovation & Entrepreneurship - 872 Higuera St San Luis Obispo, CA 93401
Speaker: Panel discussion of Hot Topics in Estate Planning: Klaus Gottlieb, MD, JD, MBA; Jennifer Foster; Stephanie Barclay
Please join the California Central Coast Estate Planning Council at our Monthly Membership Meeting in San Luis Obispo.
Join us this month to learn about
Hot Topics in Estate Planning
Our Panelists:
Klaus Gottlieb, MD, JD, MBA
A New Alternative To Conservatorship In California: Supported Decision Making
Jennifer Foster
FDIC Final Rule on Deposit Insurance for Trust Accounts
Stephanie Barclay
The Latest on the Corporate Transparency Act
A Special Thanks to our event sponsors: Wealthcare Lawyer SLG Senior Care & Premier Valley Bank
This is a FREE EVENT but RSVP IS REQUIRED TO ATTEND
BEVERAGES AND SNACKS WILL BE PROVIDED
