Tax and Estate Planning Forum Event for October 2023

Join us at the upcoming 2023 California Virtual Tax and Estate Planning Forum on October 16 – 20, 2023. Our Trust and Estate Loan Account Executive Tanis Kluever has recorded a video for the event that is available on the Tax and Estate Planning forum website.

This year’s Trust & Estate Forum will be held virtually from October 16 to 20, 2023. This format offers enhanced flexibility, allowing you to tailor your participation to suit your schedule. Additionly, all live sessions will be recorded for your convenience. When you register, your fee will include on-demand online access to these recordings, allowing you to view them at your own pace starting November 4, 2023, and continuing until May 30, 2024.

The virtual online live format enables you to actively engage with the speakers in real time through online participation. You’ll have opportunities for Q&A sessions, and the structure of the format will be designed to meet the requirements for continuing education credit, as permitted by the relevant accrediting agencies.
Certain accrediting agencies mandate continuing education credit exclusively for participants of the live virtual broadcast. You can view the Trust and Estate Planning Forum website or call (800)332-3755 for additional details on this years event. The live virtual format will deliver a seamless and enriching experience, providing the same valuable insights and networking opportunities as the in-person event. We hope to see you there.

If you have questions on a Trust or Estate Loan or are inheriting a home and are interested in transferring a parents property tax base, please call us at (877)464-1066 and one of our qualified Account Executives will answer all of your questions.