| 1996 |
ESTATE PLANNING - Broker Training Seminars at Dean
Witter |
| 1997-1999 |
BASIC ESTATE PLANNING - Various speaking engagements
at UOP Eberhardt School of Business for
Financial/Retirement Planning Conferences |
| 1998 |
ESTATE PLANNING -- Insurance Agent Training Seminar
at Metropolitan Life |
| JUNE 1999 |
CHARITABLE REMAINDER TRUSTS. North Stockton Rotary |
| OCTOBER 26, 1999 |
"BUY-SELL PLANNING AND OTHER EXIT STRATEGIES USING
ESOPs AND NONQUALIFIED DEFERRED COMPENSATION PLANS." 1st
Annual Conference for Business Owners & Business Service
Providers of San Joaquin County. |
| NOVEMBER 16, 1999 |
"SUBTRUST FUNDING AFTER THE DEATH OF A SPOUSE."
Continuing Education for The Inland Society of Tax
Consultants, annual continuing education program. |
| 1999-2001 |
BASIC ESTATE PLANNING -- Various Speaking
Engagements at Charles Schwab |
| JANUARY 16, 2000 |
"PRIVATE FOUNDATIONS--OPERATIONAL ASPECTS AND
SUBSTANTIATING THE CHARITABLE DEDUCTION" - Lodi Memorial
Hospital Foundation |
| NOVEMBER 16, 2000 |
"SHOULD THE FEDERAL ESTATE TAX BE REPEALED?" - The
Stockton Association of Insurance and Financial Advisors
and The Stockton Financial Planning Association |
| NOVEMBER 17, 2000 |
"FRAUDULENT AND ASSET PROTECTION FOR ELDERLY AND
ABUSIVE TRUSTS" Continuing Education for the Inland
Society of Tax Consultants, annual continuing education
program. |
| JANUARY 31, 2001 |
"ESTATE AND WEALTH PRESERVATION PLANNING" - Charles
Schwab & Co. |
| FEBRUARY 3, 2001 |
"ADVANCED ESTATE PLANNING" "PLANNING PAYS OFF" and
Panel Expert for "Ask the Expert Panel" - FINANCIAL
PLANNERS ASSOCIATION'S "FINANCIAL FAIR" at Delta College |
| MAY 3, 2001 |
businessKillers - Avoiding the Six Mistakes That Can
Destroy Your Business and Your Future - Builders
Industry Association |
| MAY 15, 2001 |
"CHARITABLE GIVING TECHNIQUES USING CHARITABLE
TRUSTS" - Lodi Memorial Hospital Foundation |
| SEPTEMBER 20, 2001 |
"ESTATE AND WEALTH PRESERVATION PLANNING" - San
Joaquin County Dental Society. |
| SEPTEMBER 27, 2001 |
"ESTATE PLANNING: AFTER THE 2001 TAX ACT" -
Prudential |
| FEBRUARY 2, 2002 |
"2001 TAX ACT - RETHINK YOUR ESTATE PLANNING --
ESTATE PLANNING AFTER 2001 TAX ACT" -- PLANNING PAYS OFF
hosted by FINANCIAL PLANNERS ASSOCIATION'S "FINANCIAL
FAIR" at Delta College |
| MAY 7, 2002 |
"ASSET PROTECTION PLANNING - HOW TO PRESERVE YOUR
HARD EARNED WEALTH" - Builders Exchange Club |
| JUNE 5, 2002 |
"TAX PLANNING ISSUES & STRATEGIES FOR LITIGATORS AND
THEIR CLIENTS" - Richard S. Calone, LLP |
| DECEMBER 3, 2002 |
DEVELOPING AN ESTATE PLAN USING LIVING TRUST-
Charles Schwab |
| FEBRUARY 1, 2003 |
BUSINESS SUCCESSION PLANNING - Planning Pays Off |
| MAY 6, 2003 |
ESTATE AND WEALTH PRESERVATION PLANNING - Port of
Stockton |
| SEPTEMBER 23, 2003 |
ESTATE AND WEALTH PRESERVATION PLANNING - Elk Horn
Golf & Country Club, with Kemper CPA Group |
| NOVEMBER 18, 2003 |
JOINT CONFERENCE OF ESTATE PLANNING COUNCIL OF SAN
JOAQUIN COUNTY AND FINANCIAL PLANNERS ASSOCIATION -
PANEL MEMBER CASE STUDY |
| JANUARY 29, 2004 |
STOCKTON RECORD PHONE IN |
| FEBRUARY 7, 2004 |
ESTATE AND WEALTH PRESERVATION PLANNING - 4th Annual
Planning Pays Off |
| MARCH 17, 2004 |
ESTATE AND WEALTH PRESERVATION PLANNING -American
Association of Individual Investors |
| MAY 26, 2004 |
CHARITABLE ESTATE PLANNING - with The Salvation Army
& Lodi House at Wine & Roses in Lodi |
| SEPTEMBER 16, 2004 |
JOINT GENERAL LUNCHEON MEETING WITH THE FINANCIAL
PLANNERS ASSOCIATION - HOW THE TAX RELIEF RECONCILIATION
ACT OF 2001 HAS IMPACTED ESTATE PLANNING |
