Dear Advisors,
As a STEP Orange County Board Member, I am pleased to extend this special invitation to join me at the 4th Annual STEP Institute on Tax, Estate Planning and the Economy, a collaboration between the Society of Trust and Estate Practitioners (STEP) Orange County and the University of California, Los Angeles (UCLA) School of Law. This event is being held January 22-24, 2015, with an added pre-conference workshop on January 21, at the Newport Beach Marriott Spa and Hotel.
STEP is the worldwide professional association for practitioners dealing with family inheritance and succession planning. STEP helps to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members.
The STEP 4th Annual Institute features many prominent, well-known faculty, as well as outstanding and relevant curriculum and strategies for you to take back to the office and implement immediately with your clientele. This year’s program follows on the heels of three years of incredibly successful events which met with rave reviews from attorneys, accountants, and insurance and financial professionals practicing around the world.
Participants will receive 21 continuing education hours applied for Attorneys, CPAs, CFPs, and Insurance Professionals, including an additional 6 hours for the optional workshop.