Helping nonprofit leaders do better at doing good

Through the Looking Glass Symposium XVIII

TTLGLogoPresented by Conejo Valley Estate Planning Council

Tuesday, January 18, 2022

Virtually Hosted via Zoom
Log In Instructions to be Sent via Email

10:30 a.m. - Log On to Zoom, Get Settled
10:45 a.m. to 3:45 p.m. - Program

2022 Confirmed Speakers:  

  • Marc A. Doss, CFA®, CFP®, Wells Fargo Wealth & Investment Managment
  • Matthew A. Faas, CPA, Holthouse Carlin Van Trigt, LLP
  • Edward McCaffery, Esq., Seyfarth Shaw, LLP
  • Kevin D. Mohr, JD, Western State College of Law

Questions or additional information,please contact
Dena Jenson at djenson@callutheran.edu | 805-493-3677
Grace Robinson at grace.robinson@csuci.edu | 805-437-3615

Materials for 2022 Through the Looking Glass Symposium

 

Log In Instructions

 DOWNLOAD THE FULL PROGRAM BROCHURE

DOWNLOAD 2022 SYMPOSIUM AGENDA

 

Mohr: Proposed Rule 1.14 Outline

Mohr: Proposed Rule 1.14 Slide Handout

Doss: Global Economy and Capital Markets in 2022 and Beyond

MCCAFFERY:  RECENT DEVELOPMENTS AFFECTING ESTATE PLANNING

 FAAS & SAMTOY: REFLECTING ON THE 2021 TAX YEAR AND CONSIDERING THE FUTURE

 

Register to Attend

 

Members of the Conejo Valley Estate Planning Council:  Please confirm your attendance directly with the CVEPC when renewing your membership for 2022! Click here to register for the event.             

Early bird Registration (before January 15):  $75
After January 15:  $100
Students:  $50 

REGISTER TO ATTEND

Continuing Education Credits:

State Bar of California – 3.0 Hours (please note, the State Bar of California declined MCLE credit for the lunchtime speaker)
CFP Board – 4.0 Hours
California Board of Accountancy – 4.8 Hours


Title Sponsors

FCOP          HCVT

 

Co-Convened by

     CNL_Logo          CSUCI
 

Special Thanks to our Generous Sponsor

         WellsFargo              

 

Admin

©