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Estate Planning Breakfast Seminar
Estate Planning Breakfast Seminar
Please join us for a breakfast and seminar about life stage planning, tax strategies for 2025 and beyond, and how to be effective with your philanthropic goals.
Presented By:
Joe Lumarda
SVP, Private Wealth Advisor
Capital Group Private Client Services
Anne Gifford Ewing
SVP, Trust, Estate and Fiduciary Strategist
Capital Group Private Client Services
Date: Wednesday, April 16, 2025
Time: 8:30 AM (PT) Reception
9:00 AM (PT) Breakfast and Program
Location: Doheny Eye Institute, 2nd Floor, 150 North Orange Grove Blvd., Pasadena, CA
Complimentary Parking
About the Speakers:
Joe Lumarda, is a Sr. Vice President, Private Wealth Advisor for Capital Group Private Client Services in Los Angeles. Joe works with families and nonprofit organizations that want to make a positive impact in their communities. He is committed to helping his clients realize their philanthropic goals by developing financial strategies that allow them to pursue their missions now and in the future.
Anne Gifford Ewing, is a senior trust, estate and fiduciary strategist at Capital Group Private Client Services. Based in Los Angeles, Anne focuses on trust, estate, tax and personal planning matters. Prior to joining Capital Group, Anne spent more than a decade in private legal practice at Gifford, Dearing & Abernathy, LLP in Los Angeles, during which time she was recognized as a Certified Specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization of the State Bar of California.
Learn more about Capital Group here.
We hope you will join us for an informative morning to learn more about protecting your assets and planning for the future.
Kindly RSVP by April 11 to Heidi Simpson-Sandoval by phone at or by email to .