STEP Orange County meetings are interdisciplinary and are tailored specifically towards lawyers, accountants, investment managers, financial planners, insurance agents, corporate trustees, private fiduciaries, charitable consultants and other professionals who provide inheritance and succession planning for individuals, families and businesses. Our 2018 Member Meetings will be held at a private club in Newport Beach, The Pacific Club, on April 25, 2018,
June 27, 2018, August 29, 2018, and October 31, 2018, from 11:30am to 1:00pm. New this year, as a result of invaluable conversations that we have been having at the meetings about business and helping our clients, we have added time for business networking and catching up. Please be sure to bring your business cards and join us for this networking time before lunch is served. 1 hour of MCLE and CPE is available at the meetings.
After a fun time last winter, we are having another Winter Member Mixer on December 5, 2018, at the Pacific Club which is complimentary to Members. We will also be having a Super Bowl Party on February 3, 2019, followed by our 8th Annual Institute on February 4-5, 2019, at the Fashion Island Hotel in Newport Beach, CA. Please join us at one of our education and networking events which focus on domestic and international topics. We look forward to seeing you soon.
Our 2018 Meeting Schedule