Orange County Tax & Financial Forum 2022 Agenda
7:30 a.m. – 8:30 a.m. Registration and Networking
8:15 a.m. – 8:30 a.m. Morning Raffle
8:30 a.m. – 8:45 a.m. Welcome
8:45 a.m. – 9:45 a.m. Speaker #1- Timothy Kay, JD, Partner, Snell & Wilmer, LLP - How Trust, Estate and Probate Litigation Can Affect and Drive the Future of an Advisor's Practice: How to Benefit From and Prevent This Type of Litigation
9:45 a.m. – 10:15 a.m. Networking Coffee Break
10:15 a.m. – 11:15 a.m. Speaker #2: Cynthia Brittain, JD, TEP, Partner, Karlin and Peebles, LLP - How to Work With People of Wealth With Assets Abroad or Who Are Newly Arrived in the United States
11:15 a.m. - 11:30 a.m. Partner presentations from BROWN & STREZA (Marquis Partner), Great American Life Insurance, and Sunstone Trust
11:30 a.m. -11:45 a.m. Networking Break
11:45 a.m. - 11:50 a.m. Partner Presentation from Lunch Sponsor Cantor Fitzgerald
11:50 a.m. – 12:45 p.m. Lunch & Speaker #3: Andrew Katzenstein, JD, LLM, Partner, Proskauer Rose, LLP - Opportunities For Advisors Based on Recent Changes in the Law or Due to New and Revised Precedents
12:45 p.m. – 12:55 p.m. Networking Break
12:55 pm. -1:00 p.m. Partner Presentation from Avantis Investors
1:00 p.m. – 2:00 p.m. Speaker #4: Jonathan Mintz, JD, TEP, Partner, Evergreen Legacy Planners, LLP - Strategic Income
2:00 p.m. – 2:30 p.m. Partner Presentation from Dessert Sponsor Vision Wise Capital and Networking Break
2:30 p.m. – 3:30 p.m. Speaker #5: Henrik Cronqvist, Dean, Argyros School of Business and Economics, Chapman University - Client and Advisor Attitudes, Values and Biases In Light of Behavioral Finance
3:30 p.m. – 4:00 p.m. Concluding Remarks
4:00 p.m. – 5:00 p.m. Wine Reception and Networking. Last raffle of the day takes place at 4:45. Must be present to win!
Mistress of Ceremonies, Evelyn Zohlen, Inspired Financial- Evelyn M. Zohlen has served on both the personal and the institutional sides of financial services for more than 20 years. She founded Inspired Financial in 2003 to provide comprehensive financial planning with a focus on serving women in transition. Prior to founding Inspired Financial, she was a Relationship Manager at The Vanguard Group where she was the trusted advisor for clients with retirement plan assets ranging from $175 million to $500 million.
Evelyn is a Certified Financial Planner™ (CFP®) professional and recently served as Chair for the Financial Planning Association (the membership association for CFP® professionals with 19,000 members!). She was an adjunct professor in the Personal Financial Planning Program at the University of California at Irvine and serves on the Advisory Board for the Center for Investment and Wealth Management at UCI. Prior to entering the financial services profession, Evelyn served as an intelligence officer in the United States Air Force.
Evelyn is married to the fabulous Mark Prendergast who shares her passion for food, wine, running (it counters the food and wine), reading and travel.
5 Hours of CFP CE, CA CPA CE, and CA Attorney MCLE*
Attend in In Person at The Pacific Club!
FPA Members: $95, Non-members, $115
Students- your registration will go towards an FPA Orange County Membership! Inquire with Kaity Van Amersfort, admin@fpaoc.org.
If you are not an Financial Planning Association member, your registration for this event can go towards membership. FPA Membership is a great investment for anyone in the financial planning industry and our allied professionals. Allied Professionals are those with an interest in financial planning topics and work closely with financial planners- lawyers, estate planners, and more!