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Tuesday, September 23, 2025

Matt Fish and Jonathan Johnen, Life insurance case studies - in's and out's, do's and dont's

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Santa Barbara Estate Planning Council

SANTA BARBARA ESTATE PLANNING COUNCIL

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2025 Economic and Investment Outlook

Date: Tuesday, January 28, 2025
Time: 4:30pm - 7:00pm
Location: Santa Barbara Club
Speaker: Falko Hoernikcke, CFA, Senior Portfolio Manager at U.S. Bank Private Bank

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Falko will deliver a comprehensive presentation on U.S. Bank's economic and market outlook for 2025, offering insights to highlight risks and opportunities in the year ahead.

See Upcoming Event Calendar

UPCOMING EVENTS

September 23, 2025

Matt Fish and Jonathan Johnen, Life insurance case studies - in's and out's, do's and dont's

Matt Fish, Fish LIfe Insurance Planning, Jonathan Johnen, Farr Johnen @ Associates

See Event Details

October 28, 2025

Jeff Torok

Jeff Torok

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November 18, 2025

How do the Election Results impact Estate Planning - Jonathan Morrison

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

See Event Details

See Full Calendar

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