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Thursday, October 5, 2023

Small Business Succession Planning

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Estate Planning and Trust Council of Long Beach

ESTATE PLANNING AND TRUST COUNCIL OF LONG BEACH

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Matt Roberts, CFP®, CPWA®

CFP®
Private Wealth Advisor
US Bank
633 W 5th St, 29th Floor
Los Angeles, CA 90071
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Phone: 562.708.9264
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UPCOMING EVENTS

October 5, 2023

Small Business Succession Planning

Kira Masteller

See Event Details

October 26, 2023

EPTCLB Social

N/A

See Event Details

November 2, 2023

Small Business Succession Planning II

Kim Onisko

See Event Details

December 7, 2023

TBD

TBD

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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