by SGV Fiduciary Round Table | Jun 10, 2026 | Uncategorized
June 10, 2026 Topic: Evidence Can Change the Direction of a Case in a Heartbeat This presentation will pull back the curtain on the world of digital forensic investigations and delve into what they are, how they relate to different matters, and what every advisor and... by SGV Fiduciary Round Table | May 13, 2026 | Uncategorized
May 13, 2026 Topic: Plan Design Strategies This presentation explores how business owners and self-employed individuals can create retirement plans as another tool to protect their income and avoid taxes. Speaker: Nicholas Brown, CBS, EJD, Millennium Pension... by SGV Fiduciary Round Table | Apr 8, 2026 | Uncategorized
April 8, 2026 Topic: Serving As Trustee, A Blessing, or A Burden? Selected Issues in How Banks, Private Professional Fiduciaries and Individuals Differ as Trustees. Jennifer Campbell will moderate, Alla Kutz will represent the Corporate Trustee’s point of... by SGV Fiduciary Round Table | Mar 11, 2026 | Uncategorized
March 11, 2026 Topic: Visionary Aging, Living and Aging Your Way I Thought I Prepared My Client for Retirement—a presentation that prepares professionals for the many obstacles and financial expenditures associated with senior care. The program discusses options for... by SGV Fiduciary Round Table | Feb 11, 2026 | Uncategorized
February 11, 2026 Risks & Disadvantages of Hiring Caregivers Privately vs Agency in Los Angeles Hiring a caregiver privately may seem like a cost-effective solution for families in Los Angeles, but it comes with significant risks and challenges.... by SGV Fiduciary Round Table | Jan 14, 2026 | Uncategorized
January 11, 2026 5 Smart Moves for Medicare Success A discussion of your health and finances in preparation for your senior years. Speaker: Thermon “Rick” Holiday, TRH Insurance Rick is a top-level Life & Health licensed Broker with over 14 years...