Through the Looking Glass Symposium XX
Presented by the Conejo Valley Estate Planning Council
Wednesday, January 17, 2024
In-person at California Lutheran University
Lundring Event Center - 130 Overton Court Thousand Oaks, CA 91360
7:30 a.m. - Arrival & Breakfast hosted by Ventura Coast Law
8 a.m. to 4 p.m. - Program
2024 Confirmed Speakers:
- Arthur Gross-Schaefer, J.D., C.P.A., Rabbi, Professor of Business Law & Ethics, Loyola Marymount University
- Philip Hayes, Regional Wealth Advisor, Northern Trust
- The Honorable Roger L. Lund, Presiding Probate Judge, Ventura County Superior Court
- Edward McCaffery, Esq., Counsel. Seyfarth Shaw, LLP
- Melissa McMurdo, Deputy District Attorney, Ventura County District Attorney’s Office
- Michael Rosen-Prinz, Partner, Loeb & Loeb, LLP
- Kellie Tyndall, Senior Victim Advocate, Ventura County District Attorney's Office
Questions or additional information,please contact
Dena Jenson at djenson@callutheran.edu | 805-493-3677
Grace Robinson Durst at grace.robinson@csuci.edu | 805-437-3615
Materials for 2024 Through the Looking Glass Symposium
Parking & Arrival instructions
Download 2024 Save the Date flyer
DOWNLOAD 2024 SYMPOSIUM AGENDA
Download 2023 full symposium brochure
Session #1: State of Probate Court
Session #2: Elder Abuse - Financial Crimes & Resources
Session #4: Directed Trusts outline
Session #5: Current Estate Issues
Session #5: Current Estate Issues Slides
Register to Attend
Members of the Conejo Valley Estate Planning Council: Please confirm your attendance directly with the CVEPC when renewing your membership for 2024! Click here to register for the event.
Early bird Registration (before January 10): $175
After January 10: $225
Students: $50
Continuing Education Credits:
State Bar of California – 6 Hours
CFP Board – 7 Hours
California Board of Accountancy – 7.2 Hours
Title Sponsor
Co-Convened by
Special Thanks to our Generous Sponsors
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