Wednesday, March 21, 2012

Speaker:
Barry Levine, Northern Trust

Topic:
Sophisticated Estate Planning --- The Perspective From Those Who Implement and Administer ...

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Leadership

	President Kevin Tolsma CFP Independent Financial Group, LLC (888) 900-2166 ktolsma@caleb-group.com
	Vice President John Lindsey CFP Edward Jones 805.526.0397 john.lindsey@edwardjones.com (also) jclindsey@aol.com
	Treasurer Steven Freeman CPA Freeman & Associates 805.495.4211 freemancpa@pacbell.net
	Past President Kenneth W Kossoff Panitz & Kossoff, LLP 805-497-6299 kwk@pktaxlaw.com
	CPA Chair Jack Teeters Jack Eugene Teeters, Private Trustee 800.300.4856 jeteeters@charter.net
	Attorney Chair Robert I Long Law Office of Robert I. Long 805-642-0055 4long@usa.net
	CLU Chair Stan Carmichael Carmichael Associates 805.379.9374 stan@carmicassoc.com
	CFP Chair Olga R Jones Ameriprise Financial Services, Inc 805.640.1651 olga.r.jones@ampf.com
	Chapter Executive Anita Lebby Ex-Cel Appraisers, Inc. 805-498-6983 Anita.Lebby@Gmail.com