In-person event

FPA Ventura Quarterly Education Meeting

Cal Lutheran

Register for our Friday, August 18, 2023 In-Person Quarterly Education Meeting at California Lutheran University.

Friday, August 18, 2023, 8:30am - 12pm PST

Location: California Lutheran University
60 West Olsen Road, Thousand Oaks, CA 91360

Parking, Building, and other instructions will be sent upon registration. Includes light breakfast and snacks.
Registration Fees: Members: $30 / Non-Members $50 / Students: $10

First Session: Estate Planning for High-Net-Worth Clients, Presented by: Kelley Bannon Lashley, Esq., Deka Law Group

Kelley will discuss common planning strategies for high-net-worth clients, including the use of various types of irrevocable trusts and charitable techniques. She will also cover income, estate and property tax pitfalls associated with each of the planning strategies.

Kelley is the founder of Deka Law Group. She is certified by the State Bar of California Board of Legal Specialization in Estate Planning, Trust and Probate Law. Her practice areas include estate and business succession planning, trust administration, probate, conservatorship and guardianship law, as well as nonprofit advising and mediation. Kelley worked alongside her grandfather, Robert D. Bannon, and eventually took over his successful estate planning practice that served Pasadena and the greater Los Angeles area for more than 50 years. Over the past 10 years, Kelley has expanded the firm’s practice into Ventura County where Deka now serves clients in its Westlake Village office. Having started her career in San Luis Obispo County, Kelley serves clients all over California.


Second Session: Estate Planning, Presented by: Bonnie Harris Hayden, Esq.

Executive Director of Development, Gift Planning at Loyola Marymount University

Bonnie joined University Advancement as Executive Director of Development, Gift Planning in 2023. She brings over 17 years of experience as an estate attorney and fourteen years of experience in development with Major and Planned Giving. As Executive Director of Development, Gift Planning, Bonnie is responsible for developing relationships with donors and advisors, as well as strategic fundraising through training, educating, and collaborating with internal and external partners to meet philanthropic goals. She comes to LMU from the American Heart Association where she served as Senior Advisor, Charitable Estate Planning for the Western United States. Prior to this, Bonnie worked with Morris Animal Foundation, Presbyterian Healthcare Foundation, Junior Blind of America, and private practice. She earned a Juris Doctor from Southwestern School of Law and a Bachelor of Arts in Philosophy and Political Science from New York University. In his/her free time, she loves to create art and spend time with her partner, Jason, and dog, Noodle.