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September 2015

Tailoring the Estate Planning Wardrobe: Adapting Traditional Techniques for a Better Fit

September 21, 2015 @ 7:30 am - 1:30 pm
CFMC Monterey,
2354 Garden Road
Monterey, CA 93940 United States
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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…

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CPE Forum: Understanding and Using Valuation Strategies

September 29, 2015 @ 11:30 am - 2:00 pm
CFMC Monterey,
2354 Garden Road
Monterey, CA 93940 United States
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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…

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October 2016

CPE Forum: Can Donor Advised Funds Really Be As Good As Private Foundations?

October 18, 2016 @ 12:00 pm - 1:30 pm
CFMC Monterey,
2354 Garden Road
Monterey, CA 93940 United States
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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…

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May 2019

14th Annual Women’s Fund Luncheon

May 16 @ 11:00 am - 1:30 pm
Hyatt Regency,
1 Old Golf Course Rd.
Monterey, CA 93940 United States
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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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