Next Meeting:
Monday, October 19, 2026
Beyond Stocks & Bonds
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October 19, 2026
Laurie Klinkhammer & Leslie Wright (Moderated by Leila Francis)
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November 9, 2026
Impact of Elections on California Trust and Estate
Chris Parker, JD
January 25, 2027
2026 Annual Legal Update
John Prokey, Patrick Kohlmann, & Steven Braccini
February 22, 2027
Heckerling Highlights
Chuck Packer, Mark Shepherd, & Laurelle Gutierrez
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