Annual Sponsors: Steve Fingerhut & Paige Fingerhut,CSULB OFfice of Planned Giving, and Manufacturers Bank

The Chaos of Substance Abuse: Beneficiary, the Client or Yourself?

Date: Thursday, July 13, 2017
Time: 6:00pm - 9:00pm
Location: The Depot Restaurant 1250 Cabrillo Ave Torrance, CA 90501
Speaker: Donnie W. Watson, Erin L. Prouty, Donna Bogdanovich

July 2017 Joint Meeting with SBEPC

 

Thursday Night, July 13th, 6PM, $75

Panel Discussion On

The Chaos of Substance Abuse:  Beneficiary, the Client or Yourself?

***PREREGISTRATION AND PAYMENT REQUIRED WITH SBEPC. CLICK HERE***

This topic will qualify for MCLE Competence Issues CE credits

PANEL MEMBERS

Donnie W. Watson, Ph.D., CCFE, CATC V
Program Director
Torrance Memorial Thelma McMillen Center

Dr. Donnie W. Watson has over 25 years of management experience in directing programs that educate and treat both adolescent and adult substance abusers, and their families. He has expertise in evidence-based prevention and treatment interventions, respectively.

Erin L. Prouty
Attorney
Hoffman, Sabban, & Watenmaker, APC

Erin L. Prouty is a member of the firm, practicing in the areas of estate planning, trust and estate administration, dispute resolution, entity formation, and tax and charitable planning

Donna Bogdanovich
Bogdanovich Murray Professional Fiduciaries

Donna is a California Licensed Professional Fiduciary (License# 572).  She acts as trustee or successor trustee for revocable, non-revocable or special needs trusts.  She also acts as a conservator and representative payee for clients that may need it

 

Moderated by:

Ron Miller, CLPF NGC CFA CCTS
Trojan Fiduciary Services

Ron Miller is a California-Licensed Professional Fiduciary and President of Trojan Fiduciary Services, a consortium of professional fiduciaries providing trust, estate and probate administration; wealth management and financial planning; business management and consulting; conservatorship and Special Needs Trust administration; and related services. He has 30 years of experience serving the needs of high net worth individuals, families and business owners in Southern California.

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