Date and Time
Wednesday, May 26, 2010 7:30 AM
Venue
Regent Beverly Wilshire Hotel
Recommended for:
Professional Advisors
Event Summary:
Join industry experts for complimentary programs and receive continuing education credit while deepening your knowledge about estate and charitable giving planning – plus get the opportunity to meet and network with industry colleagues.
Featured Speaker Christopher J. Clarkson, Bernstein Global Wealth Management
CHRISTOPHER J. CLARKSON, CFA
- Director of Bernstein’s Wealth Management Group.
- Expertise in a variety of complex investment planning issues, including diversification planning for holders of concentrated stock and option portfolios, retirement planning, multigenerational wealth transfer, philanthropy, advanced asset allocation and pre-transaction planning.
- Frequent lecturer to groups of tax and legal professionals for the USC and Hawaii Tax Institutes, estate planning councils, community foundations, children’s hospitals, planned giving councils, and major accounting and law firms.
Kosher breakfast and valet parking are compliments of The Foundation.
MCLE credit is available.
If you have any questions, please contact Elliot B. Kristal, vice president of charitable gift planning by phone at (323) 761-8707 or by email at ekristal@jewishfoundationla.org.