Upcoming Seminars & Appearances

CalCPA

Wednesday, January 18th
12:00 pm to 1:45 pm
San Rafael, CA

Private event.

Free Public Forum: Unprecedented Estate Tax Confusion Explained

Friday, January 20th
2:00 pm to 3:30 pm
Four Seasons Hotel - Beverly Hills
300 South Doheny Drive, Los Angeles, CA

Click here for more information or to register now!

Ghirardo CPA

Tuesday, January 24th
10:00 am to 11:00 am
Novato, CA

Private event.

Free Public Forum: Unprecedented Estate Tax Confusion Explained

Thursday, January 26th
4:00 pm to 5:30 pm
Acqua Hotel - Mill Valley
555 Redwood Highway, Mill Valley, CA

Click here for more information or to register now!

The Sylvia Weisz Women's Campaign - Lion of Judah Leadership

"What Every Woman Should Know"

Thursday, February 2nd
9:30 am to 11:30 am
Pacific Palisades, CA

Financial Empowerment: Protecting yourself, your family and the Jewish future.

Private event - by invitation only.

Wealth Preservation & Retirement Planning

Thursday, February 2nd
6:15 pm to 9:00 pm
Pleasanton Four Points Sheraton

Register at: http://www.acteva.com/booking.cfm?bevaid=226895

Learn how to reduce risk with diversification, tax reduction strategies, estate planning tips, how to pull money out of the markets in retirement, economic outlook, portfolio structure, asset allocation and much more. All questions wealth preservation and retirement planning questions will be answered. Special Guest Michelle Lerman will offer a free Estate Plan consultation for all attending individuals.

CalCPA - Pasadena

Monday, February 13th
11:30 am to 1:30 pm
Pasadena, CA

Private event.

Money 101 (Finances, Wealth Creation, Investing & Real Estate)

Saturday March 10th
9:00 am to Noon
Santa Clara Techmart

Register at: http://www.acteva.com/booking.cfm?bevaid=226898

Learn about stocks, bonds, investing, money, saving, 401k, retirement planning, real estate, tips, tricks, hints, basic concepts and a whole lot more.

Wealth Preservation & Retirement Planning

Saturday March 10th
1:00 pm to 3:45 pm
Santa Clara Techmart

Register at: http://www.acteva.com/booking.cfm?bevaid=226897

Learn how to reduce risk with diversification, tax reduction strategies, estate planning tips, how to pull money out of the markets in retirement, economic outlook, portfolio structure, asset allocation and much more. All questions wealth preservation and retirement planning questions will be answered. Special Guest Michelle Lerman will offer a free Estate Plan consultation for all attending individuals.

AV® Preeminent™ (4.5-5.0) - An AV® certification mark is a significant rating accomplishment - a testament to the fact that a lawyer's peers rank him or her at the highest level of professional excellence. *

Michelle C. Lerman has been selected for inclusion in 2009 and 2010 Super Lawyers. Only 5% of the lawyers in the state were so selected.

* CV, BV, and AV are registered certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards, and policies. Martindale-Hubbell is the facilitator of a peer review rating process. Ratings reflect the confidential opinions of members of the Bar and the judiciary. Martindale-Hubbell ratings fall into two categories - legal ability and general ethical standards.