Next Meeting
Tuesday, May 28, 2013
Speaker:
Dr.'s Janet & Neal Larsen Palmer and Heather Flanagan, JD, LL.M, TEP
Topic:
Bonus Program: Beyond Words & Dinner Meeting: Which Jurisdiction is Best for My Trust?...
See Event Details
See Complete Calendar
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Council Information
Board of Director Meetings
The Board of Director's meetings are held six times per year at the Santa Ana Country Club between the hours of 12 and 2:00 p.m. They will meet on the following dates in 2013.
- February 26
- April 23
- June 25
- August 27
- October 22
- December 10
Copies of the Council meeting minutes and financials are available to members only. Contact the Council office for information at (866) 921-6440 or email gjmgmt@yahoo.com.
General Information
Guest Dinner Fees: First Time Guest = $50; Returning Guest = $75
Meeting registrations can be made online with a credit card or mailed to the Council office
Allied Professionals
The Council is pleased to offer you connections to allied professionals in the area/state. These organizations are professional associations and are knowledge based and offer continuing edcuation.
CalCPA
Estate Planning Councils
Financial Planning Association
Society of Financial Service Professionals
Society of Tax and Estate Practitioners
State Bar of California
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