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Tuesday, September 23, 2025

Case Studies in using Life Insurance for Estate Planning

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Santa Barbara Estate Planning Council

SANTA BARBARA ESTATE PLANNING COUNCIL

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Life Insurance Planning: Current Challenges and Opportunities

Date: Tuesday, May 28, 2024
Time: 4:30pm - 7:00pm
Location: Santa Barbara Club
Speaker: Matt Fish, Owner of Fish LIfe Insurance Planning

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Estate Planning Council member Matt Fish will present on the life insurance planning; including current opportunities and challenges.

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UPCOMING EVENTS

September 23, 2025

Case Studies in using Life Insurance for Estate Planning

Matt Fish, Fish Life Insurance Planning, Jonathan Johnen, Farr Johnen & Associates

See Event Details

October 28, 2025

The True Cost of Aging

Dr. Shadi Gholizadeh

See Event Details

November 18, 2025

Wealth Preservation After the One Big Beautiful Bill: Optimized Estate Planning for High Earners

Jonathan Morrison, Senior Partner, Frazer, Ryan, Goldberg & Arnold LLP

See Event Details

See Full Calendar

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