Member Renewal

October 19, 2026

Beyond Stocks & Bonds

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

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January 25, 2027

2026 Annual Legal Update

John Prokey, Patrick Kohlmann, & Steven Braccini

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February 22, 2027

Heckerling Highlights

Chuck Packer, Mark Shepherd, & Laurelle Gutierrez

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UPCOMING EVENTS