Upcoming Meetings

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.

You are automatically subscribed to the mailing list if you are a member. If you are not yet a member, but would like to receive these emails, click here.

Please RSVP by the Friday before the event by clicking here.

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 “Employment Law During COVID-19 by Cynthia Hackler Flynn

May 13, 2020 “Lessons from the Queen of Soul: What Can We Learn from Aretha Franklin’s Estate?” by Chris Johnson 

June 10, 2020  “Protecting Elders in the Age of Covid” by William H. Newkirk and Susanne C. Cohen

September 23, 2020Second Annual Judicial Review and Fiduciary Awards Dinner