Speaking Engagements

February 13, 2014
Stonehaus
Westlake Village, CA

A Private Briefing sponsored by MD Wendell Wealth Partners, speakers: Tamara L. Harper, Esquire, “Retirement Estate Planning Preview;” Michael Abelson, CFA, Chief Investment Officer, AssetMark, “Investment Economic Preview 2014;” and Thomas McKean, CFA, JPMorgan, “Retirement Perspectives Before & After.”

May 1, 2013
The Stonehaus
Westlake Village, CA

A Private Briefing sponsored by MD Wendell Wealth Partners, speakers: Tamara L. Harper, Esquire, “Navigating Trusts, Planning and Administration;” Tim Knepp, CPA CIO “Wall Street World.”

 

Key Factors to Consider in Managing your Retirement and Estate
Retirement Estate Planning Preview
Retirement Estate Planning Preview Powerpoint
Navigating the Maze of Trust Administration
Navigating Trusts