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Through the Looking Glass Symposium XX

TTLGLogoPresented 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 | 805-493-3677
Grace Robinson Durst at | 805-437-3615


Materials for 2024 Through the Looking Glass Symposium


Parking & Arrival instructions

Download 2024 Save the Date flyer


Download 2023 full symposium brochure

Session #1: State of Probate Court

Session #2: Elder Abuse - Financial Crimes & Resources

Session #3: Ethical Wills

Session #4: Directed Trusts

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

FCOP Logo          

Co-Convened by

     CNL_Logo          CSUCI

Special Thanks to our Generous Sponsors


      Ventura Coast Law Logo