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Tailoring the Estate Planning Wardrobe: Adapting Traditional Techniques for a Better Fit
The Salvation Army, Golden State Division, Office of Planned Giving The Salvation Army and the Community Foundation for Monterey Countyy are pleased to offer the 23rd Annual Estate & Charitable Gift Planning Institute LIVE webcast on Monday, September 21st, 2015 at 7:00am to 1:30pm. Participants are eligible to receive up to 6 hours of LIVE MCLE, CFP, CPE and CTFA credit…
Find out more »CPE Forum: Understanding and Using Valuation Strategies
Join speaker John Prokey, Esq., Partner (Ramsbacher Prokey Leonard LLP) for “Understanding and Using Valuation Strategies.” Valuation, a combined fact and legal issue of great complexity and tax risks, is central to much of the estate and succession planning for high wealth families, especially those with closely-held business entities and substantial investment assets. Attorneys and CPAs must be aware of…
Find out more »CPE Forum: Can Donor Advised Funds Really Be As Good As Private Foundations?
Speakers Virginia Howard, Esq., of Counsel – Horan|Lloyd Dan Baldwin, President and CEO – Community Foundation for Monterey County Cost $35.00, includes lunch Please make your check payable to CPE Forum of the Central Coast Mail payment to: CPE Forum of the Central Coast P.O. Box 222744 Carmel, CA 93922 A full refund will be issues if notification via email is…
Find out more »14th Annual Women’s Fund Luncheon
Join us for the 14th annual Women’s Fund Luncheon of the Community Foundation for Monterey County Changing Lives of Women & Girls Thursday, May 16 The Hyatt Regency Monterey 1 Old Golf Course Road, Monterey, CA 93940 Join more than 600 people seeking to empower local women and girls. Guest speaker – Julie Castro Abrams, Founder and CEO, How Women Lead Julie is…
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