Leah Bishop HOW TO BUILD YOUR MONEY A-TEAM. Partner and Co-Chair, Trusts and Estates/Charitable Giving and Tax-Exempt Organizations, Loeb & Loeb

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1 Leah Bishop Partner and Co-Chair, Trusts and Estates/Charitable Giving and Tax-Exempt Organizations, Loeb & Loeb she focuses her practice on estate and gift tax planning for high net worth individuals and businesses her estate planning experience includes all aspects of legal matters, including probate court procedures, living trusts, gift and insurance trusts and sophisticated transfer tax techniques she has extensive experience in the areas of charitable giving and tax exempt organizations she was named in Southern California Super Lawyers in Estate Planning & Probate, Tax and Non-Profit ( ) and the Top 100 Southern California Super Lawyers ( ) she was named Best Lawyer in Trusts and Estates and Non-Profit/Charities Law, The Best Lawyers in America prior to joining Loeb & Loeb, she was a partner in the Tax Department at O Melveny & Myers

2 DEAL WITH IT: Presented by A WOMEN S CONFERENCE HOW TO BUILD YOUR MONEY A-TEAM Finding the Right People to Ensure your Finances, Insurance, Retirement Assets and Estate Plans Are in Perfect Order Greg Heller Founder & CEO, HCR Wealth Advisors he founded HCR Wealth Advisors in 1988 and grew the Company into a multi-faceted, SEC Registered Investment Advisory firm he has an impressive client roster including high net worth individuals in entertainment, sports and technology as well as private corporations and non-profit organizations HCR s clients portfolios total close to a billion dollars he is a Certified Financial Planner (CFP), Investment Security Corporation Registered Representative, licensed securities broker with FINRA and a fully licensed California Life Agent

3 Andrea Link, CPA Founder, Laurand Management she has 16+ years experience in accounting, tax preparation and tax planning where she assists clients in managing their short-term and long-term financial goals she consults with clients on financial issues including: mergers & acquisitions, corporate reorganizations, start-up company structuring, corporate dividend/stock redemptions, employee/shareholder profit share and fringe benefits and budgeting assistance she consults on income tax issues including: estimated tax projections, family wealth & estate planning, and managing and/or coordinating income tax audits she consults on business management issues including: maintaining the books and records, reviewing financial statements including general ledger and cash flow reports she interfaces with investment advisers, financial planners, insurance brokers, lawyers, agents and personal managers

4 DEAL WITH IT: Presented by A WOMEN S CONFERENCE HOW TO BUILD YOUR MONEY A-TEAM Finding the Right People to Ensure your Finances, Insurance, Retirement Assets and Estate Plans Are in Perfect Order Jonathan Schaeffer Insurance/Estate Planning, Parq Advisors in 2011, he joined Parq Advisors where he focuses on life and disability insurance planning for the affluent market he is a Registered Representative with FINRA and holds his Series 7, 62 and 63 licenses prior to Parq he worked at Gilbert Krupin Insurance in Estate Planning before that, he worked for eight years in the investment banking and private investment arenas for companies including Waveland Capital Partners, The Convex Group and Goldman Sachs he began his career as a professional baseball player with the Minnesota Twins and Oakland A s he is a member of the Board of Directors of the Men s Guild of Children s Hospital Los Angeles

5 Rosalind Jarrett Sepulveda (Moderator) Executive in Charge of Publicity, Screen Actors Guild Awards she has worked on the SAG Awards for 17 years she began her television career at KCET followed by a 13-year tenure at ABC Television she was twice honored with the Publicist Guild s Maxwell Weinberg Publicists Showmanship Award in 2011, she received the ICG Publicists Bob Yeager Award for community service in 2013 she became the first publicity executive honored by the Women s Image Network Awards eight years ago, she co-founded (with her husband Lamar) the Pay It Forward Challenge which raises funds and awareness for the Challenged Athletes Foundation and the Children s Hospital of Orange County s Cancer Institute she serves on the Advisory Committee of SportsandSocialChange.org she is an avid triathlete and sailor and is a current Duathlon National Champion