Nevada Trusts For Business Owners

ORANGE COUNTY CHAPTER EVENT

Nevada Trusts for Business Owners


The EPI Orange County Chapter brings together a diverse group of professionals from a wide range of specialties. Save the date and join your local chapter to access the best content in the exit and succession planning industry.

 

About the Presenters:

Learn from industry experts Ann Rosevear, President and Chief Trust Officer of Dunham Trust, Jeffrey A. Dunham, Chairman and CEO of Dunham & Associates Investment Counsel, Inc., (DAIC) Dunham Trust Company (DTC), and the Dunham Fund & Direction.

Meet the Presenters

 

This event is free to attend! Thank you to our Sponsors:


This meeting will be held at Maggiano’s South Coast Plaza.

Address: South Coast Plaza, 3333 Bristol Ave. Costa Mesa, CA 92626

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIOrangeCounty.org.

About the Presenters


Ann Rosevear

Ann Rosevear

President and Chief Trust Officer for Dunham Trust Company

VIEW BIO

Jeffrey Dunham

Jeffrey Dunham

Chairman and CEO of Dunham & Associates Investment Counsel, Inc., (DAIC) Dunham Trust Company (DTC), and the Dunham Funds

VIEW BIO


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE Hour

One (1) CEPA Credit

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).