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Meeting Title:
From Loss to Gain: Managing Investment Gains and Losses for Trusts, Guardianships, and Conservatorships

Meeting Description:
Join us for a breakfast meeting with Jared Ong presenting From Loss to Gain: Managing Investment Gains and Losses for Trusts, Guardianships, and Conservatorships

Additional Information:
7:30am - 8:00am Networking introductions of Sponsors
8:00am - 9:00am Presentation
9:00am - 9:30am PFAC Long Beach Chapter meeting

Speaker Name:
Jared Ong, CFP

CEU & MCLE:
Trusts: 1.0/1.0

Sponsors:
Citizens Business Bank
Trust Properties

Meeting Date:
Tuesday, May 9, 2023

Meeting Time:
7:30am - 9:30am 

PFAC Members Only:
No

Location:
Skylinks Golf Course
4800 E Wardlow Rd, Long Beach, CA 90808

Food:
Yes - Breakfast buffet - Serve Yourself
Includes scrambled eggs, breakfast potatoes, bacon, sausage, assorted breakfast pastries and fresh fruit.

Meeting Price:
Members: $30
Non-Members: $40
Student: $25

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced
Attorneys

Thank you to our sponsor:

For More Information Contact:

Brad Kuechler
[email protected]