John Rogers Burk with Deborah Short at the SRMCF Roundtable. The speaker at the Roundtable on May 4, 2016, was Deborah Short, the founder and CEO of Planning for Seniors LLC. www.planningforseniors.com
Vintage Car Show
Linda and I attended a fun event on Saturday, May 2, 2015. Century 21 Real Estate in Lincoln had a Vintage Car Show and local musicians played some great songs. All proceeds were to benefit the American Cancer Society. Thank you Doug Roach for inviting us!
Roger Presents at SPEPC Dinner
SPEPC Presentation:
Tony Owings, CFP at Beacon Wealth Strategies in Roseville, and John Rogers Burk, a Roseville estate planning attorney, were the presenters at the Tuesday, March 17th dinner meeting of the South Placer Estate Planning Council. Tony and Roger designed a case study of an intriguing blended family. Tony moderated the discussion that drew many interesting comments and questions from the thirty attendees. The SPEPC is an interdisciplinary organization of professionals involved in estate planning. The group meets monthly on the third Tuesday at La Provence in Roseville.
South Placer Estate Planning Council Meets
Tony Owings, CFP at Beacon Wealth Strategies in Roseville, and John Rogers Burk, a Roseville estate planning attorney, were the presenters at the Tuesday, March 17th dinner meeting of the South Placer Estate Planning Council. Tony and Roger designed a case study of an intriguing blended family. Tony moderated the discussion that drew many interesting comments and questions from the thirty attendees. The SPEPC is an interdisciplinary organization of professionals involved in estate planning. The group meets monthly on the third Tuesday at La Provence in Roseville.
South Placer Professional Roundtable Meets!
Roger was the speaker at the quarterly South Placer Professional Roundtable hosted by the Sutter Roseville Medical Foundation’s Planned Giving Committee. The early morning event was held on January 21, 2015 at the Sutter Roseville Medical Center.
Many prominent local attorneys were in attendance, along with many of the area’s best Financial Advisors and CPAs.
Pictured is John Rogers Burk with Patricia Marquez, the Executive Director of the Foundation.
