The Meeting - Private Salon
mar. 06 juin
|Los Angeles
Join us for an exclusive opportunity to connect with like-minded individuals over lunch and discuss investments, philanthropy, and family office operations. Joe Lumarda, Senior Vice President and Investment Counselor for Capital Group Private Client Services, will share his insights and expertise on
Time & Location
06 juin 2023, 11:30 UTC−7
Los Angeles, Los Angeles, CA, USA
About the Event
Join us for an exclusive opportunity to connect with like-minded individuals over lunch and discuss investments, philanthropy, and family office operations. Joe Lumarda, Senior Vice President and Investment Counselor for Capital Group Private Client Services, will share his insights and expertise on creating customized plans for protecting and growing wealth for high-net-worth individuals and families. He also helps nonprofit foundations and endowments pursue their financial objectives through effective planning and investmentmanagement.
Don't miss out on this valuable networking opportunity. We look forward to seeing you there!
For sponsorship, speaking, and membership opportunities, please contact Kathleen Tepley at kjt@losangelesconsultinggroup.com or call (310) 413-9113.