STEP Orange County meetings are interdisciplinary and are tailored specifically towards lawyers, accountants, investment managers, financial planners, insurance agents, corporate trustees, private fiduciaries, charitable consultants and other professionals who provide inheritance and succession planning for individuals, families and businesses. 1 hour of MCLE and CPE is available at the meetings.
Please save these dates for our upcoming meeting schedule for 2021:
- Tuesday, March 9 at 7:30 AM
View Ahead for Economies and Capital Markets
Join us for a discussion on the path of economic recovery and what that may mean for investment returns, interest rates and inflation.
- Tuesday, May 11 at 7:30 AM
It’s a New Administration and US Congress. What Should Wealth Planners be Considering?
Join us for a discussion on early signals that may impact planning strategies.
- Tuesday, June 8 at 7:30 AM
Cross-Border Planning Needs for US and Canada Residents
Join us for a discussion led by a leading cross border planner on tax mitigation, residency and other important matters.