< RETURN TO CALENDAR MONTEREY ESTATE PLANNING STUDY GROUP The Monterey Estate Planning Study Group is a Membership Only group that meets monthly to discuss estate planning, trusts, tax and issues that effect our community relative to estate planning. The membership consists of practicing attorneys, CPAs and fiduciaries. Unless otherwise noted, the group meets in the conference room at the Community Foundation for Monterey County located at 2354 Garden Road, Monterey, CA 93940. Chair: Liza D. Horvath, CTFA, AIF Vice President & Regional Trust Manager Santa Barbara Bank & Trust Private Wealth Management (First National Bank of Central California, San Benito Bank & South Valley National Bank) Street Address 435 Washington Street, Suite A Monterey, CA 93940 Phone: (831) 657-1156 Fax: (831) 649-5383 lizah@pcbancorp.com

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