Breakfast meetings are held on the second Wednesday of each month at the Pasadena University Club from September through June. These meetings, from 7:00 A.M. to 9:00 A.M., include a buffet breakfast, time for networking, a brief period for business and announcements, craft talks by members, and presentations on subjects of interest to members. Breakfast is included in membership; visitors are welcome and pay a guest fee for breakfast.
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GUEST POLICY: Guests are required to RSVP and pay $50. Payment is by CASH, CHECK or credit card AT THE DOOR.
Please see individual meetings to verify if Minimum Continuing Legal Education (MCLE) credits for attorneys, fiduciaries and others are pending.
2019 – 2020 Meeting Schedule
September 11, 2019 “Capture the Queen aka Mom” by Lauriann Wright
October 9, 2019 “Reclaim Two Productive Hours Per Day Using Five Simple Strategies” by Eran Grayson
November 13, 2019 “Administering Trusts and Estates in the Age of Cryptocurrencies” by J.D. Rees
December 11, 2019 Fiduciary Round Table invites attendees to contribute to charities in our community: Convalescent Aid Society, Five Acres and Elizabeth House
January 8, 2020 “#LifeHacks from the Fiduciary Files” by Jodi Pais Mongomery, Aaron Jocobs, Roxanne Gunther and Robert Earnest
February 12, 2020 “2019 and 2020 Tax Update” by Charles Stanislawski and Steven E. Trytten, Esq., CPA, MBA
March 11, 2020 “Gift Early, Get More: Quantifying the Value of Making Lifetime Exemption Gifts Now” by Anne Gifford Ewing and Jeff Ruderman
April 8, 2020
May 13, 2020
June 10, 2020
June 17, 2020 – Second Annual Judicial Review and Fiduciary Awards Dinner