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.
The 2020 Institute Experience will be held on February 3-4, 2020, at the Fashion Island Hotel in Newport Beach, CA. Please join us at one of our education and networking events which focus on domestic and international topics. We look forward to seeing you soon.
Our 2019 Meeting Schedule: