Next Meeting:
Tuesday, April 23, 2024
The Evolution of Sustainable Investing through Three Distinctive Pathways.
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April 23, 2024
Lloyd Kurtz, CFA, Senior Portfolio Manager, Montecito Bank & Trust
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May 28, 2024
Life Insurance Planning: Current Challenges and Opportunities
Matt Fish, Owner, Fish Life Insurance Planning
September 24, 2024
Independent Trustee: Family, Friends, or Fiduciary?
Kiah Jordan, Founder of Impact Family Office in Montecito
October 22, 2024
Investing in Life: The Promise of Longevity Science
Dr. Joel Rothman, Director of UCSB's Center for Aging & Longevity Studies
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