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OC/LB Events

OC Financial Planning Interest Group- Selecting a Fiduciary - Thursday, September 16 - Anaheim: Appointing the wrong trustee can cost your clients time, money and relationships. Choosing the wrong fiduciary to manage a trust can have disasterous consequences. Join us for an examination of the pros and cons for corporate trustees, private...
OC Technology Interest Group Web Marketing - Friday, September 17 - Irvine: Jump into the web marketing frenzy! We'll show you how to market your firm on the internet with SEO, Pay-per-click, AdWords and more.
24th Annual OC Fall Seminar Series - Tuesday, September 21 - Irvine: The OC/LB Fall Seminar Series is a convenient way to earn 21 CPE credits in a one-Tuesday-night per week, seven week package. The courses are specifically designed to bring you the most up-to-date tax tools; and are taught by the best and...
OC Estate Planning Interest Group - Current State of Valuation Discounts - Wednesday, September 22 - Costa Mesa: Learn about the current state of valuation discounts in estate planning and an overview of various estate and income tax cases.
North Orange County Discussion Group - Charitable Giving - Thursday, September 23 - Anaheim: Learn about the various Charitable Giving options in the U.S. such as Private Foundations, Charitable Remaider Trusts, Charitable Gift Annuities and more.
OC Bus & Industry Interest Group-- Reduce Stress & Balance Your Life - Wednesday, September 29 - Irvine: Get inspired to reduce stress and have more balance in your life, with Sue Podany, "The Energizer." Sue is the author of "Energy"...120 Ways to Get It, Keep It, and Keep from Giving It Away." Join us and learn how to take your life to the next level.
OC Financial Planning Interest Group- Annual Income Tax Update - Thursday, October 21 - Anaheim: Join us for this important review of income tax developments of the past year. We'll also focus on the expiration of tax reduction provisions of the Economic Growth and the Tax Relief Reconciliation Act of 2001, and much more.
OC Technology Interest Group Remote Access and Laptop Security - Friday, October 22 - Irvine: Learn how to gain remote access to your corporate network, and how remote access helps laptop security. We'll also explore ways to gain remote access to Quickbook files.
OC/LB Young and Emerging Professionls Sunset Cruise of Newport Harbor - Friday, October 22 - Newport Beach: Don't miss the boat! Join us for our first OC/LB Chapter Young and Emerging Professionals cruise of historic Newport Harbor, aboard the sleek European designed yacht, the Mojo, which has been featured in numerous TV shows. Fee includes gourmet...
OC Financial Planning Interest Group- Creative Designs in Pension Plans - Thursday, November 18 - Anaheim: How do you choose the best qualified plan for you and your clients? Scott Pemberton, Enrolled Actuary, will discuss the various types of Qualified Retirement Plans that are available to your clients as well as their features.

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