2022 Professional Advisors Forum

5005 Serrano Parkway,El Dorado Hills CA 95762

12 May, 2022

Description

A practical discussion of problems and solutions for trusts. A practical discussion of problems and solutions for trusts, covering: philanthropy, taxes, a mobile client base, and changing economic climate. Thursday, May 12 2022 | 11:30 AM - 2:30 PM SERRANO COUNTRY CLUB 5005 Serrano Parkway | El Dorado Hills, CA This is a FREE educational event Continuing education credits will be available Lunch will be served at 11:30 AM Keynote Speaker Panel: Bill Roby, El Dorado Community Foundation Jana Ellerman, Guthrie & Ellerman Dan Staszak, Staszak & Company Sil Reggardio, Downey Brand Chris Reeg, Partner, CapTrust Jeff Wood, Edward Jones