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Welcome to the
web site of the Estate Planning and Trust Council of Long Beach (EP&TCLB).
EP&TCLB was organized for the purpose of promoting cooperation and sharing
of knowledge among attorneys, CPA's, financial planners, trust officers,
and insurance advisors who are active in the field of estate planning or
trusts. Membership is also open to other financial services professionals
who take an active role in estate planning on behalf of their clients. All
members are required to have at least five years experience in their profession.
(You may qualify for an Associate Membership if you have less than five
years experience - please be sure to check the appropriate area on the membership
application.)
MEETING NOTICE
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DATE:
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Thursday,
June 18, 2009
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TIME:
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12:00 - 12:30pm lunch
12:30 – 1:30pm speaker’s presentation |
| PLACE: |
The Petroleum Club
3636 Linden Ave.
Long Beach
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SPEAKER: |
Gregory Grabar, Sr. Vice President, PIMCO
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| TOPIC: |
"PIMCO's 2009 Economic Outlook"
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The presentation will specifically touch on PIMCO's 2009 Cyclical and Secular Economic Outlook.
Mr. Grabar is a senior vice president and an account manager in the Newport Beach office, with a focus on institutional client servicing. Prior to joining PIMCO in 1999, he was a relationship manager at Citigroup and a vice president in corporate finance at Kemper Securities. He has 20 years of investment experience and holds an MBA from the Anderson School of Management at the University of California , Los Angeles . He is also a certified public accountant and holds an undergraduate degree from California State University , Fullerton .
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Please join us on Thursday, June 18, 2009 for this informative topic. The lunch fee for Non-Members is $35.00 . All Guests must sign in at the table at the entrance to the meeting room and leave a business card.
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MARK YOUR CALENDARS
September 17, 2009
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Speaker: TBD
Topic: TBD |
October 15, 2009
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Speaker: TBD
Topic: TBD |
November 19, 2009
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Speaker: TBD
Topic: TBD |
December 17, 2009
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Speaker: TBD
Topic: TBD |
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This activity has been approved for 1 hour of MCLE credit by the State Bar of California and the Long Beach Bar Association certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations for the State Bar governing minimum continuing legal education.
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