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April Member Meeting & Dinner

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

Dinner at 5:30 PM – Petroleum Club of Bakersfield Speaker: Jeff Pickering ~ President and CEO of Kern Community Foundation Topic: Kern Community Foundation: A Partner in Philanthropy for You and Your Clients

May Member Meeting & Dinner

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

Dinner at 5:30 PM – Petroleum Club of Bakersfield Speaker: Robert F. Miller CLU®, ChFC®, CFP®, MSFS Sagemark Consulting SM Topic: Potential Fiduciary Liability Issue Involving Life Insurance

September Member Meeting & Luncheon (9/23)

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

Lunch at 12:00 PM - Petroleum Club of Bakersfield Speaker: Kurt Van Sciver ~ Attorney at Klein DeNatale Goldner Topic:  Probate and Trust Litigation In Estate of Duke, the California Supreme Court changed 50 years of precedent and allowed parties to seek reformation of an unambiguous will after the testator’s death. What impact does this decision […]

$25.00

October Member Meeting & Luncheon (10/21)

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

Lunch: at 12:00PM – Petroleum Club of Bakersfield Speaker: Novena Weaver, CPA, MST Topic: The Fiduciary Accounting: A Responsibility Accounting Every accounting tells a story; since a fiduciary assumes the responsibility of property belonging to another, the fiduciary accounting is "A Responsibility Accounting".  The fiduciary is charged with taking care of assets and credited with the […]

$25.00

April Member Meeting & Luncheon

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

We hope you can join us for this informative presentation by Michael C. Burger of Valbridge Property Advisors. Mr. Burger will be educating our members and guests on the nature of probate referee appraisals, information needed to perform them and additional details pertaining to his responsibilities as the Probate Referee.  He will also review the […]

$25.00