Helping nonprofit leaders do better at doing good

Through the Looking Glass Symposium XXI

TTLGLogoPresented by the Conejo Valley Estate Planning Council

Friday, January 10, 2025

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

 

Confirmed Speakers:  

  • Paul Frimmer, Esq, Partner, Loeb & Loeb
  • Kiah Jordan,CFP®, ChFC®, MSSE, CLPF Founder & Professional Trustee, Family Impact Office
  • Edward McCaffery, Esq., Counsel. Seyfarth Shaw, LLP
  • Jarrod Schwartz, Founder & Principal, Equity Praxis Group

 

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 2025 Through the Looking Glass Symposium

 

Parking & Arrival instructions

Download 2025 Save the Date flyer

DOWNLOAD 2025 SYMPOSIUM AGENDA

Download 2025 full symposium brochure

Session #1: 

 

Register to Attend

 

Members of the Conejo Valley Estate Planning Council:  Please confirm your attendance directly with the CVEPC when renewing your membership for 2025! Click here to register for the event.             

Early bird Registration (before January 3):  $175
After January 10:  $225
Students:  $50 

REGISTER TO ATTEND

Continuing Education Credits:

State Bar of California – 6 Hours 
CFP Board – 7 Hours
California Board of Accountancy – 7.2 Hours


Title Sponsor

FCOP Logo          

Co-Convened by

     CNL_Logo          CSUCI
 

Special Thanks to our Generous Sponsors

         WellsFargo     

      Ventura Coast Law Logo

 

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