Family Estate Planning – An Interactive Case Study

Unfortunately, our planned speaker, Carol Kinsel, had an urgent medical situation arise and is not able to present at our meeting tomorrow.

As our Speaker Coordinator, Craig Falk, was connecting with members to find a replacement speaker for our meeting on short notice, graciously Tony Ownings, CFP® offered to lead and moderate an interactive discussion on Family Estate Planning. THANK YOU TONY!

About the Presentation:

If you have been with us for a while, you may remember several years ago we had a case study at our in person meeting. Tony Owings with Legato Financial will once again join us as our case moderator. The Zoom meeting format will add an fun element to this event. In this format, you will have an opportunity to interact with other SPEPC members of various disciplines as we all attempt to dissect the case and offer solutions. Please join us as we roll up our sleeves, share our professional knowledge and learn from each other.

About the Moderator:

Tony Owings is a CERTIFIED FINANCIAL PLANNER and a Certified Divorce Financial Analyst. His office is located in Rocklin. Tony holds a Bachelor of Science in Business Administration from California State University, Chico and a Financial Planning Certificate from Minnesota State University, Mankato. My membership affiliations include: past president of the Rotary Club of South Placer, past president of the South Placer Estate Planning Council, Northern California Financial Planning Association, Institute for Divorce Financial Analysts, Collaborative Divorce California, Financial Securities Institute and the Financial Therapist Association. In his spare time, He enjoys hanging out at his Tahoe Donner retreat, golfing, skiing, cooking and humbly attempting to learn to play the guitar. He resides in Roseville with his wife Kari, daughter Binbin and family dog Bella the house clown.

5:00 – 5:05 Welcome & Meeting Announcements
5:05 – 5:25 Networking
5:25 – 5:30 Monthly Sponsor Spotlight
5:30 – 6:15 Speaker Introduction & Presentation
6:15 – 6:30 Closing Comments

Register now!