Register now for the
10th Annual Allied Professionals Summit:

Tuesday, September 26, 2017
10:00 AM - 5:00 PM
10:00-11:00 AM Registration and Networking,
Program Commences at 11:00 AM
The Pacific Club
4110 MacArthur Blvd.
Newport Beach, CA 92660
By September 20, 2017


10:00 AM
Registration and Networking
11:00 PM
Preserving Family Values By Encouraging Social and Fiscal Responsibility with Incentive Trusts: A Trust Strategy that Works
  • Al W. King III, J.D., LL.M., Co-Founder, Co-Chairman and Co-Chief Executive Officer of South Dakota Trust Company, LLC (SDTC), South Dakota Planning Company, LLC (SDPC) and the Estate Planning Institute (EPI)
12:00 PM

Networking Break

12:30 PM
A Debate: Do We or Don’t We Have A Living Constitution?
  • Erwin Chemerinsky, founding Dean and Distinguished Professor of Law at University of California, Irvine School of Law
  • John Eastman, Henry Salvatori Professor of Law & Community Service and Former Dean at Chapman University Fowler School of Law
1:30 PM
After the Initial Eight Months of the Trump Administration, How Has the Securities Market Fared and a Prediction for the Future?
  • Keith McWilliams, Partner and Head of West Coast Region of Evercore Wealth Management Company
2:30 PM
Dessert and Networking Break
3:00 PM
Cutting Edge Income Tax Strategies for the Current Political Climate
  • Jerome Hesch, attorney, professor, author, speaker, and Director of the Notre Dame University Tax & Estate Planning Institute
4:00 PM
Closing Wine Reception

Corporate Partnerships Now Available!

Please contact Mark Silberfarb
Call (949) 207-7392 or Email

To learn more Click Here!

FPA Orange County