The Foundation's Professional Advisor Speaker Series, curated by our Speaker Series Planning Committee, is offered to professional advisors to help them better address their clients' charitable gift planning needs.
Due to COVID-19, the first three events of the 2021 series will be hosted online via the Zoom platform. We are currently planning to transition to in-person breakfast sessions starting in September 2021. However, this is subject to change.
Our network of professional advisors comprises L.A. area professionals working in estate planning, accounting, financial planning, insurance, and law.
If you would like to be added to our network of professional advisors, send us an email with your name, title, company name and address, and a brief message with your request. These events are not open to the general public and we will email all invitations.
For registration questions, contact Heather Glynn at 323.761.8704 or by email.
Details:
- Online session times are noted below.
- There is no fee for the sessions.
- Each session has been approved for 1 hour of General California MCLE or CPE credit
2021 Professional Advisor Speaker Series Topics
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Wednesday, September 1
R.J. Starr (Andersen) |
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Wednesday, October 13
Paul Frimmer (Loeb & Loeb) |
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Wednesday, November 10
Nicole M. Pearl (McDermott Will & Emery) |
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Wednesday, December 8
Samuel Greenberg (Ernst & Young) |
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Wednesday, April 28
Dennis Perez (Hochman Salkin Toscher Perez) |
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Wednesday, May 19
Igor Drabkin (Holtz, Slavett & Drabkin) |
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Wednesday, June 16
Allan Cutrow (Mitchell Silberberg & Knupp) |