January 2024 Member Meeting -- Pomona Valley Estate Planning Council
Date: Tuesday, January 23, 2024
Time: 6:00pm - 8:00pm
Location: RSVP with Council President, Ben Nance, to Attend
Speaker: Michael Moses, Goosehead Insurance
Please join us at 6:00 p.m. for networking, and 6:30 for dinner and presentation. All those wanting to attend will need to RSVP with Ben Nance - President. BenNanceRealEstate@gmail.com/ (909)-552-9727
Our speaker will be Michael Moses. Michael is the owner/agent at Goosehead Insurance in Colton, CA. He will be speaking on insurance issues and updates to provide advisors with the information needed to assist their client in estate, tax and wealth planning issues.
Thank you for our wine sponsors for the January meeting:
- Keith Walker - The Law Offices of Keith S. Walker
- Wendy Smith - Wendy Smith, Professional Fiduciary
- Leslie Coulson - 1on1 Eldercare
