Northern California Forum

Welcome to the Northern California Forum's web page. I look forward to seeing you at our next meeting. Please feel free to e-mail me with any questions that you might have about becoming more involved or joining our Forum.


-- Jeb Burton

jburton@lawburton.com

 


  Upcoming Northern California Events

Date: 5/2/2014
Time: 10:00am - 3:00pm
Presenter:  TBA
Price: $125 for WC members; $195 for non-members
Location: 

Holiday Inn
Capitol Plaza Sacramento
300 J Street
Sacramento, CA 95814


REGISTER HERE

Mark your calendars now for the next Northern California Forum Meeting. On May 2, your local peers will join together to exchange ideas and best practices as they learn relevant CE.

This event is opened to WealthCounsel members and non-members, so please invite your friends to join us. We encourage you to reserve your spot online today for this special half-day forum meeting. It's the perfect opportunity to meet your local peers and earn CLE credit through local education.

Meeting details including topics and speakers will be announced and registration will be opened soon. 

We look forward to seeing you in Sacramento!

                  

Southern California Forum

MintzWelcome to the Southern California Forum's web page. I look forward to seeing you at our next meeting. Please feel free to e-mail me with any questions that you might have about becoming more involved or joining our Forum.


-- Jonathan A. Mintz, J.D.

JMintz@MVMLawyers.com
 


  Upcoming Southern California Events

Date: 3/28/2014
Time: 10:00am - 3:00pm
Presenter: 
Jeramie J. Fortenberry, LL.M., Thomas W. French, Jeffrey R. Matsen, Esq.
Price: $125 for WC members; $195 for non-members
Location: 
DoubleTree by Hilton Santa Ana - Orange County Airport
201 E MacArthur Blvd
Santa Ana, CA 92707

REGISTER HERE

 

State Forums are an excellent learning and networking opportunity. Not only will you receive relevant, jurisdiction-specific CE, you'll also be able to exchange ideas and best practices with your local colleagues, creating relationships that can evolve into a myriad of opportunities. The next meeting will focus on:

  • Effective Drafting Under California's New LLC Act Presented by Jeramie J. Fortenberry, LL.M & Thomas W. French 
    The California Revised Uniform Limited Liability Act became effective on January 1, 2014, and applies automatically to existing California LLCs. This session will give members an overview of the policies behind the new Act and provide practical guidance to help members draft operating agreements that comply with the new Act. Members will also get a preliminary overview of the new BusinessDocx operating agreement, which now includes enhanced governance options, new equity structures, and more flexibility to facilitate capitalization and sale of the company. 
  • Techniques and Strategies for Marketing Business Planning in an Estate Planning Practice Presented by Jeffrey R. Matsen, Esq
  • Southern California Forum Discussion & Strategy Presented by Jonathan A. Mintz, J.D.

We encourage you to reserve your spot online today for this special half-day forum meeting. It's the perfect opportunity to meet your local peers and earn CLE credit through local education.

Download the Agenda


We look forward to seeing you in Santa Ana!

Special Practice Building Add-On for WealthCounsel Members

WealthCounsel Members are invited to attend a Special Practice Building Event at the offices of Matsen Voorhees Law (“MV Law”) immediately preceding the Southern California Forum Meeting. The MV Law event will start with a continental breakfast at 7:00 a.m., with the program commencing at 7:15 a.m. and concluding at 9:30 a.m. 

Nationally renowned attorneys Jeff Matsen, Tim Voorhees and Jonathan Mintz will discuss several important and significant practice building processing and marketing tips. Detailed PowerPoint Presentations will highlight and outline the strategies and techniques that MV Law implements and employs in its integrated estate, business, tax and asset protection planning practice. This event is limited to the first 20 registrants and the attendance fee is $25.00 (non-refundable). E-mail Lindsey McGonegal at
lmcgonegal@matsenvoorhees.com for more information and to register

 

 

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