NexGen SoCal Summit - Week 2 of 3

October 14, 2020
1:00 PM - 2:00 PM
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Please join the FPA NexGen chapters from Los Angeles, Orange County, and San Diego for our annual SoCal Summit!

3 weeks

3 digital sessions

The Future of the Profession - Together

Wednesdays at 1 PM PST

10/7, 10/14, 10/21

Cost for attendance for FPA Members: Free!

Cost for attendance for non-members: $20 per session

Week 2 – October 14 at 1 PM

Estate Planning Panel Discussion

Estate planning is essential to comprehensive financial planning.  Join us for a wide ranging conversation around estate planning with Anne Wenger, Cody Parks, and Patrick Hicks. Our local experts will review the basics and share what you and your clients need to be thoughtful of when it comes to estate planning. Their professional insight will give you tools & ideas to help better serve your clients. 

Panelists:

Cody Parks, J.D., LL.M. Taxation with Law Offices of Cody J. Parks

Anne Wenger, Attorney at McLaughlin Legal & Adjunct Professor at SDSU

Patrick Hicks, Head of Legal at Trust & Will

Presented by FPA San Diego NexGen

 

Tickets

$0.00 Member Ticket

$20.00 Non-Member Ticket