| Basics & Beyond Living Trusts |
Signature Resources Office, Irvine, CA |
2009 |
| Estate Planning |
Prudential Financial webinar |
2009 |
| Life Insurance Trusts |
New York Life, Covina Valley General Office |
2009 |
| Split Dollar and the South Dakota Asset Protection Trust, IRA Distribution Planning |
Natonal Association of Insurance and Financial Advisors |
2009 |
| Basic Estate Planning |
MetLife office, Irvine, CA |
2009 |
| Split Dollar and the South Dakota Asset Protection Trust |
Liberty Capital Management Office, Santa Ana, CA |
2009 |
| Christians in Estate Planning |
Kingdom Advisors Quarterly Luncheon Meeting |
2009 |
| Split Dollar and the South Dakota Asset Protection Trust, IRA Distribution Planning, Estate Freeze Techniques |
FMC Financial Group, Newport Beach, CA |
2009 |
| Split Dollar and the South Dakota Asset Protection Trust, IRA Distribution Planning |
FMC Financial Group "All Agency Meeting" |
2009 |
| Basics & Beyond Living Trusts |
Saddleback Church |
2008 |
| Life Insurance Trusts & QPRTS |
Financial Planning Association, Orange County Chapter |
2008 |
| IRA Distribution Planning |
CalCPA Estate Planning Interest Group, Costa Mesa |
2008 |
| Basics & Beyond Living Trusts |
Forest Home Foundation |
2007 |