Mark Your Calendar!

Date: Thursday, October 18, 2018
Time: 8:00-9:00 AM Registration and Networking, 9:00 AM-4:00 PM Program and Lunch, 4:00-5:00 PM Wine Reception
Location: The Pacific Club
Address: 4110 MacArthur Blvd, Newport Beach, CA 92660
Cost: $50 FPA Members, $70 Non-Members

Registration Coming Soon!

Speakers:

  • Gideon Rothschild, JD, CPA, Partner, Moses & Singer, LLP, Past Chair of the Real Property Trust and Estate Law Section of the American Bar Association
    Why and How to Protect Your Client’s Assets from Creditors, Predators, and Departing Spouses
  • Thomas J. Pauloski, J.D., National Managing Director for Wealth Planning and Analysis, Alliance Bernstein
    Making Estate Planning Great Again: Trumping Uncertainty with Strategies That Make Sense in any Environment
  • Kevin Curtiss, Senior Vice President, Private Client Group, PIMCO
    2019 Economic Forecast
  • Robin Kalota, Founder, Plan Art, LLC / Joy Berus, Esq., Berus Law Group
    Tax and Financial Implications Relating to Art and Other Collectibles