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Join us on November 13 for our final Quarterly Education Meeting (QEM) of the year, focused on important estate planning topics and strategies for financial professionals.
Topic
Estate Planning: What Advisors Need to Know
KEEPING PROPERTY IN THE FAMILY
Prop 19, Property Taxes & Multigenerational Planning
Strategies for Parent-Child Property Transfers, Shared Family Homes & ADUs
Presented by:
Kelley Lashley
Estate Attorney, Deka Law
Check out her full bio below
Join us In-Person or virtually via Zoom for our Quarterly Education Meeting!
Friday, November 13, 2026
8:00am - 10:30 am PST
Location:
California Lutheran University
Lundring Center
(Conference Room at the Gym)
60 West Olson Road, Thousand Oaks, CA 91360
Parking, Building, and other instructions will be sent upon registration. Includes light breakfast and snacks.
Agenda:
8:00 am - Networking
8:30 am - Program Begins
10:00 am - Networking
10:30 am - Event ends
Registration Fee: $30.00
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