October 14 @ 3:30 pm - 5:15 pm How CIA Tradecraft Can Help Professionals Build Trust, Create Alignment, and Navigate High-Stakes Conversations Presented by Kimberly Kearney, ACC Former CIA Case Officer and Founder, INICIO Executive Consulting đź“… Date: Wednesday, October 14, 2026 đź•ž Time: 3:30 PM – 5:15 PM đź“Ť Location: Orinda Country Club 👉 […]
Helping Financial Planners Guide Families Through the Complexities of Special Needs Planning Presented by Kirsten Howe, Esq. Founder & Managing Attorney, Absolute Trust Counsel đź“… Date: Wednesday, September 9, 2026 đź•ž Time: 3:30 PM – 5:15 PM đź“Ť Location: Orinda Country Club 👉 Register Now Program Overview Families caring for a loved one with a […]
Understanding a New Tax-Deferred Savings Opportunity for Families Presented by Lawrence PonPon & Associates đź“… Date: Wednesday, August 12, 2026đź•ž Time: 3:30 PM – 5:15 PMđź“Ť Location: Orinda Country Club 👉 Register Now Program Overview As new legislation continues to reshape the financial planning landscape, advisors and tax professionals must stay informed about emerging savings […]
