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September Member Meeting & Luncheon – Social Security Savvy

Petroleum Club Bakersfield 5060 California Ave, Bakersfield, CA, United States

You are invited to join us for our September luncheon presentation on making smart decisions about retirement income.  We welcome special guest speaker Dana Saraceno from AIG Financial Distributors.  Dana will be addressing importing Social Security information for you and your clients.  Some of the points she will touch on will be: Determining full retirement age Weighing […]

October Member Meeting & Luncheon ~ Election Analysis & Predictions – Federal, State, Local

Petroleum Club Bakersfield 5060 California Ave, Bakersfield, CA, United States

Special guest speakers Cathy Abernathy & Gene Tackett will provide highlights of competitive campaigns - presidential, mayor/council and insight to some of the key 17 propositions on the November ballot. Cathy Abernathy is a GOP political and legislative consultant - KGET GOP commentator; KERN radio GOP commentator on the Ralph Bailey Show. Gene Tackett is a […]

April Member Meeting & Luncheon (4/26)

Petroleum Club Bakersfield 5060 California Ave, Bakersfield, CA, United States

Topic: IRA Beneficiary Designations of Trusts Speakers: Kevin Findley & Vincent Oddo

$30.00

May Member Meeting & Luncheon (5/24)

Petroleum Club Bakersfield 5060 California Ave, Bakersfield, CA, United States

Topic: Elder Law & Care Issues Speaker: TBD

$30.00

October Member Meeting & Luncheon 10/25

Petroleum Club Bakersfield 5060 California Ave, Bakersfield, CA, United States

Topic: Back to the Future?  The Proposed Repeal of the Death Tax and Generation-Skipping Tax under the Unified Framework, and Withdrawal of Proposed Regulation under IRC Section 2704 Speaker: Chris Hamilton, Esq.  

$30.00

EPCOB Christmas Party 12/13

Stockdale Country Club 7001 Stockdale Hwy, Bakersfield, CA, United States

Please join the Estate Planning Council of Bakersfield, for the 2017 annual Christmas party hosted by Stockdale Country Club. Date: Wednesday, December 13th Time: 6:00 pm - 8:00 pm Location: Stockdale Country Club | 7001 Stockdale Hwy, Bakersfield, CA 93309    

April Member Meeting & Luncheon (4/25)

Zoom 45550 California Ave, 2nd Floor, Bakersfield, CA, United States

Please join us at Klein DeNatale Goldner, LLP for the first Estate Planning Council member meeting of the year! We're excited to have Kevin Findley, Esq. and Chris Hamilton, Esq. present on new tax changes of 2018. You certainly will not want to miss this relevant seminar! Continuing education credits are available for this seminar. Topic: Planning […]

May Member Meeting & Luncheon (5/23)

Zoom 45550 California Ave, 2nd Floor, Bakersfield, CA, United States

Please join us at Klein DeNatale Goldner, LLP for the May Estate Planning Council member meeting. We're excited to have Strategic Business Specialist, Ryan Ponsford of American Advisors Group present on reverse mortgages. Knowledge is power, so continuing education credits will be available for this seminar. Topic: Reverse Mortages - Planning Opportunities Presenter: Ryan Ponsford Cost: […]