October 2024 Member Meeting -- Pomona Valley Estate Planning Council
Date: Tuesday, October 22, 2024
Time: 6:00pm - 8:00am
Location: RSVP with Council President, Ben Nance, to Attend
Speaker: Speaker and Topic pending
Our October meeting will be at the Claremont Heritage Garner House in the Ginger Elliott Exhibit Room. The address is 840 N. Indian Hilll, CA 91711.
Our speaker will be Megan Asselin, CPA. She will speak on "Estate Planning and use of trusts for 401k plans, IRAs, life insurance and similar assets."
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
