Conference

STEP Orange County 7th Annual Institute on Tax, Estate Planning and The Economy

Hosted by
STEP Orange County
Event type
Conference
Venue
Island Hotel Newport Beach
Address
690 Newport Center Drive
Newport Beach
California
92660
Country
USA
Date
15 February 2018 - 16 February 2018
Time
7:00
Description

We’re ready to rumble. In light of potential tax and health care changes in an expanding global economy, the need for qualified estate planning, wealth management and cross-border professionals to help families to plan and manage risk is increasing.  Join us, our speakers, your friends and colleagues and the sponsors that support your practice for a two-day CE event filled with the most relevant planning strategies in Newport Beach!

Special Appearance 

  • Patricia Wass, Lawyer, TEP BSc (Hons), STEP Worldwide Chair

2018 Lifetime Achievement Honoree 

  • Jonathan Blattmachr, JD, TEP (NY), ACTEC, Pioneer Wealth Partners, New York, NY

Featuring nationwide distinguished speakers such as:

  • Lawrence Brody, JD, LLM, ACTEC, Bryan Cave LLP, St. Louis, MO
  • Keith Schiller, JD, MBA, Schiller Law Group, APLC, San Francisco, CA
  • Jane Peebles, JD, TEP (LA), ACTEC, Karlin & Peebles LLP, Los Angeles, CA
  • Paul Lee, JD, ACTEC, Northern Trust, New York, NY
  • Justin Miller, JD, LLM, CFP, TEP (SF), ACTEC, BNY Mellon, San Francisco, CA
Cost:
Early Bird Rate - STEP Member - USD - 750
Early Bird Rate - Non-Members - USD - 850
STEP Member - USD - 850
Non Member - USD - 950
Contact
Kristin Yokomoto
Contact email
ky@albrechtbarney.com
Details
PDF icon STEP Orange County 7th Annual Institute on Tax, Estate Planning and The Economy
Register Add to Calendar events/save-date-step-orange-county-7th-annual-institute-tax-estate-planning-and-economy 15/02/2018 7:00 16/02/2018 Island Hotel Newport Beach , 690 Newport Center Drive, Newport Beach, California, 92660 STEP Orange County STEP Orange County 7th Annual Institute on Tax, Estate Planning and The Economy We’re ready to rumble. In light of potential tax and health care changes in an expanding global economy, the need for qualified estate planning, wealth management and cross-border professionals to help families to plan and manage risk is increasing.  Join us, our speakers, your friends and colleagues and the sponsors that support your practice for a two-day CE event filled with the most relevant planning strategies in Newport Beach! Special Appearance  Hosted by: STEP Orange County. Contact: Kristin Yokomoto. Contact email: ky@albrechtbarney.com