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DTSTART:20260205T020000Z
DTEND:20260205T040000Z
LOCATION:Victoria Club, 2521 Arroyo Drive, Riverside, CA  92506
UID:2911120260205T020000ZEPCRC - Paul Gorman - "When the Estate Plan Meets Reality"
DTSTAMP:20260522T184145Z
DESCRIPTION:\nPaul Gorman, CPA, holds a B.S. in Accounting from CSU Long Beach. He also maintains inactive credentials as a Certified Treasury Professional (CTP) and Certified Fixed Income Professional (CFIP). Paul is the founder of ClearVue Strategies P.C., where he provides tax preparation, tax planning, bookkeeping, and financial coaching. His career includes partner in a CPA firm, Chief Assistant Treasurer-Tax Collector overseeing a $9 billion county investment portfolio and treasury operations, and Director of Accounting for a $200 million court budget. Paul also works with estate planning attorneys, trustees, and beneficiaries to navigate the real-world challenges that arise when estate plans are put into action. His approach focuses on clear communication, practical problem-solving, and helping families through what can be an overwhelming process.\n \nWednesday's meeting will focus on "What really happens at the first and second death, using two real-world case studies."\n
SUMMARY:EPCRC - Paul Gorman - "When the Estate Plan Meets Reality" - Estate Planning Council of Riverside County 
PRIORITY:3
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DESCRIPTION:Reminder
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