Next Meeting
Thursday, February 16, 2012
Speaker:
Barry P. Levine, CFP, CLU, ChFC, PFP, MS (MBA)
Topic:
Understanding Social Security Retirement Benefits
See Event Details
See Complete Calendar
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About Us
About Us
EP&TCLB was organized for the purpose of promoting cooperation and sharing of knowledge among attorneys, CPA's, financial planners, trust officers, and insurance advisors who are active in the field of estate planning or trusts. Membership is also open to other financial services professionals who take an active role in estate planning on behalf of their clients. All members are required to have at least five years experience in their profession. (You may qualify for an Associate Membership if you have less than five years experience - please be sure to check the appropriate area on the membership application.)
Regular luncheon meetings are held on the third Thursday of each month from September through June of each year at the Petroleum Club in Long Beach (Buffet Lunch is from 12:00 - 12:30; the meeting runs from 12:30 - 1:30pm). Each meeting features a well known speaker on current issues in estate planning and trusts.
For more information, please read our Articles of Association, available for download in Adobe Acrobat format. This download requires Adobe Acrobat Reader available by clicking on the link below.
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