Events / Event Info

Event Details

"Tax Law Changes Roundtable"
Event Details
Saturday, January 20, 2018
Program: 10:30 AM - Adjourn: 12:30 P.M.
UCLA Extension Gayley Center, Room 114B
1145 Gayley Ave. Los Angeles, CA 90024
(818) 558-3908
This event has already past. You will no longer be able to RSVPs for this event.

Share Meeting on:
   
Add to my calendar:
 
Cost
 pre-registeredAt the Door
Member $0 $25
Non Member $0 $25
 
Guest Speaker(s):

Nerre Shuriah, J.D., LL.M , SVP, Director of Wealth Planning at First Citizens Bank


Event Schedule:
10:30AMRegistration & Networking
11:00 AMPresentation and Roundtable Discussion
12:30 PMOptional lunch afterward for anyone who wants to continue the discussion.


Event Details:
Due to the extreme cold on the east coast, our speaker is unable to fly to Los Angeles

We will be turning this topic into a webinar with the speaker. We will be updating everyone once the details are finalized.

 
This event has already past. You will no longer be able to RSVPs for this event.

Speaker(s):

Nerre Shuriah, J.D., LL.M , SVP, Director of Wealth Planning at First Citizens Bank

Nerre Shuriah leads First Citizens' wealth planning capabilities and is responsible for the creation and support of a client-centered, advice-based culture. Nerre and her team focuses on providing planning expertise for highly complex issues and strategies, including advanced planning techniques and business succession planning. With more than 20 years of experience, she has extensive planning experience via a variety of other tax, estate planning and consulting roles. Nerre holds a Master of Laws degree in Taxation from Boston University. In addition she holds a Juris Doctor degree from Boston College and a Bachelor of Arts from Queens College. Nerre is active in her support of numerous charities, is a published author, and regularly delivers planning presentations to both large and small audiences.



Please note: Reservations for the meetings must be made in writing and cannot be taken over the phone. You can either print the reservation form and fax it to the office or register online. Cancellations must be made 72 hours in advance to avoid being charged.

Please call the FPALA office at (818) 558-3908 with questions
Upcoming Events:

26
Apr
 
April: College Planning & Cryptocurrency
Thursday | April 26, 2018 12:45 P.M.
05
May
 
ProBono: Financial Counseling Sessions with Little Tokyo Service Center clients
Saturday | May 05, 2018 9:30 A.M.
19
May
 
ProBono: Financial Counseling Sessions with Habitat Homeowners
Saturday | May 19, 2018 9:00 A.M.
19
May
 
NexGen Cryptocurrency
Saturday | May 19, 2018 10:00 A.M.
21
Jun
 
FPALA Bi-Monthly Divorce Panel
Thursday | June 21, 2018 12:45 P.M.
28
Jul
 
ProBono: Financial Counseling Sessions with Habitat Homeowners
Saturday | July 28, 2018 9:00 A.M.
16
Aug
 
Aug.16th Meeting (Santa Monica)
Thursday | August 16, 2018 1:00 P.M.
15
Sep
 
ProBono: Financial Counseling Sessions with Habitat Homeowners
Saturday | September 15, 2018 9:00 A.M.
18
Oct
 
Change is the Only Constant - October Symposium
Thursday | October 18, 2018 9:45 A.M.
View Calendar >>
 

FPA LA On Twitter

Contact FPA LA

PO Box 11376
Burbank, CA 91510

(818) 558-3908
©2018 FPA Los Angeles. All Rights Reserved