The 2017 Southern California Tax & Estate Planning Forum is now in its 37th year and will be held on October 25-28, 2017.  The Tax & Estate Planning Forum has been and continues to bring continuing professional education for CPA’s, CFP®’s, Insurance Professionals, etc.

Contact The Tax & Estate Planning Forum

• By e-mail: admin@thetaxandestateplanningforum.com
• By phone: 619-696-6773

Agenda

For the 2017 Southern California Estate Planning Forum Agenda, click here.

Registration

Registration is now open. To register now, click here.

Hotel & Travel 

The event will be held at the Manchester Grand Hyatt in San Diego. If you like to make a reservation online for a room at that hotel, click here.