FEPC January 2019 Meeting

Date: Wednesday, January 9, 2019
Time: 5:15pm - 7:45pm
Location: Fort Washington Country Club - 10272 N. Millbrook Avenue, Fresno, CA
Speaker: Justin Miller, Topic: Secrets of Successful Families: Transferring Wealth with Values for a Lasting Legacy

Justin T. Miller, J.D., CFP, AEP, CLU, ChFC, CRP, LUTCF

BNY Mellon

As a national wealth strategist at BNY Mellon, Justin Miller works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families.  He also is an adjunct professor at Golden Gate University School of Law, a Fellow of The American College of Trust and Estate Counsel (ACTEC), and a sought-after speaker on tax, estate planning and family governance topics for major conferences throughout the country.  In addition, Justin has published numerous articles, and he is frequently quoted as an industry expert in the media.


Board Meeting: 4:00 pm - 5:15 pm

Cocktail/Social Time: 5:15 pm - 6:00 pm

Dinner Meeting: 6:00 pm - 7:45 pm


Menu:

Northern Pacific Wild Salmon Filet Roasted, Lemon Sauce

or

Roasted Chicken Breast,Smoked Tomato Salsa

 

Served with:

Salad

Rice Pilaf

Seasonal Fresh Vegetables

Assorted Breads with Herb Butter

Strawberry Short Cake for Dessert

Related Document(s):

See Upcoming Event Calendar