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Monthly Meetings
Latest Past Events
BHPEC Meeting: Investments
InterContinental Los Angeles 2151 Avenue of the Stars, Los AngelesSpeaker: Paul Bosse, Senior Economist from The Vanguard Group Mr. Bosse is a principal with Vanguard Investment Strategy Group. He consults with institutional clients on asset allocation and portfolio[...]
BHEPC Meeting
InterContinental Los Angeles 2151 Avenue of the Stars, Los AngelesRobert Strauss, Weinstock Manion "Pre-Liquidity Event Planning" As a teacher of Advanced Estate Planning at UCLA Extension and a frequent speaker, Rob is well-versed at communicating sophisticated estate planning concepts[...]
January 10 Meeting – Planning for discounts — new Regulations — no estate tax
InterContinental Los Angeles 2151 Avenue of the Stars, Los AngelesSpeaker: Jonathan C. Lurie, Venable LLP Los Angeles estate planning and administration specialist Jonathan Lurie of Venable LLP regularly advises ultra high net worth individuals and families, both domestically and internationally. One source[...]