Unintended Consequences - How the Best Laid Estate Plans Fail, Solutions to Unforeseen Problems
Date: Wednesday, January 7, 2009
Time: 6:0-6:30 reception, 6:30-8:00 dinner and program
Speaker: Brian Lee, E'Bus Consulting and Phillip Savage, IV, Gresham Savage Noland & Tilden
It's that time of year where we will be joining the Riverside Council at the Victoria Club, located at 2521 Arroyo Drive, Riverside for our joint meeting.
Please join us for a special speaker who was born and raised in Hawaii, Brian Lee is a well-known author and lecturer on business and estate planning. He is the key note speak at several financial institutes such as the NAIFA National Conference, and is a sought after instructor to CPA's and attorneys for continued education forums.
Brian will be joined by our own Phil Savage, IV, estate planning attorney with Gresham Savage Nolan and Tilden. A graduate of Stanford University and Loyola Law School, Phil's practice focuses on providing personalized estate planning, estate administration and business succession services for clients, and trust administration.
R.S.V.P. by December 30 for this special joint meeting which is included in your dues. If you are a guest, we would be happy to have you join us for a prepaid guest fee of $40, mailed c/o Joanna Averett, 323 W. Court St., #323, San Bernardino, CA 92401.
