Upcoming Meetings

Breakfast meetings are usually 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. Members are responsible for the breakfast fee of invited guests.

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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.

2021 – 2022 Meeting Schedule

September 8, 2021 – “The Britney Conservatorship: How We Got Here & Where We’re Going” by Scott Rahn, RMO LLP

October 13, 2021 – Networking

November 10, 2021 – “It’s Amazing How Much We Need Each Other” by Harcourt (Hark) Hervey, founding member, Fiduciary Round Table

December 8, 2021 – Honoring Three Local Charities: Salvation Army, Casa Treatment Center and HEAR Center

January 12, 2022 – “Common Pitfalls in Estate Planning: A Litigator’s Perspective” by Lindsey F. Munyer, Partner, Keystone Law Group, P.C.

February 9, 2022 – “Who’s in Charge Anyway?” – by Marguerite C. Lorenz, CTFA, CLPF #319

March 9, 2022 – “Long Term Care is the #1 Unplanned Expense For Seniors: Why is this important for Fiduciaries and for anyone who offers financial advising?” by Stan Israel, Stan Israel Insurance Services, Inc.

April 13, 2022 – “Aging in America” by: Ben Karakunnel, Home Instead

May 11, 2022 – “Planning for Real Property Transfer after Proposition 13” by Joshua R. Driskell, Managing Partner, Lagerlof, LLP

June 8, 2022 – “Dementia: A family Perspective” by Sam Gopinathan, Founder & CEO of New Wave Home Care