This roundtable discussion will focus on the information fiduciaries need to know and understand to serve diverse communities better. What do the numbers tell us? What is “diversity, equity and inclusion”? What is “cultural awareness”? Why are they important? Why do we struggle? What are our blinders? Why are we blind? What are possible solutions? How do we get there? What questions should we be asking? The lively discussion will be followed by Q&A. The appendix contains the latest research from a variety of respected sources, and ideas to identify, redirect and stop undesirable behavior, and educate and promote desirable behavior, including employing skills and tools in the workspace.
Serving Our Community of Clients; Cultural Awareness In Action
Ron Miller, CLPF
Ron Miller is Co-Managing Principal of Select Fiduciary Group, Inc. and has over 30 years of experience serving as a corporate and private trustee, probate estate executor and administrator, conservator, and agent under a durable power of attorney for both finances and health care. He also serves as trustee for individuals who are unable to or do not wish to serve as their own trustee, as successor trustee for elderly individuals who have no one willing or able to serve as successor trustee and as conservator of estates and persons. He also serves as case manager for clients’ personal healthcare needs, including Alzheimer’s, dementia, memory loss, cancer, physical and mental impairments, and other complex health challenges.
Catalina Reynoso, Esq.
Catalina A. Reynoso provides elder law services in Santa Ana, CA 92705. Elder law attorneys specialize in legal issues related to aging like retirement planning, Medicaid, guardianship, and estate planning. To speak to an attorney, contact Catalina A. Reynoso directly.
Vickie Intriago, CFP
I entered the financial services industry in 1993, just a few years after earning my bachelor’s degree in finance. I fell into my first job at T. Rowe Price & Associates, and I haven’t stopped enjoying the financial field since. As a passion for the industry grew, I continued expanding my experience by working as a 401(k) enrollment specialist at Union Bank as well as a financial advisor at AXA Advisors and a consultant at LPL Financial.
Throughout my career, I’ve gained extensive experience in 401(k) education and retirement planning. This experience, combined with my CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional designations, helps me advise my clients on how to reach and maintain a successful retirement.
Dr. Joseph Hyungsung Lee, Esq.
Managing Principal, Chang & Lee in Pasadena
Dr. Lee has been practicing probate since his child was first diagnosed with autism, in 2007. When he realized how underserved that population was, he decided that he was going to start a practice to fill those unmet needs. Today, Joe’s practice includes estate planning with an emphasis on families that have special needs issues, conservatorships, and it has grown into a general probate practice. In this capacity, not only does he help those families that have children with disabilities, but typical families as well. He represents Professional Fiduciaries as well as lay persons in all aspects of Probate, Trust Administration and Conservatorships.
Dr. Lee serves on the Board of Directors of the Pasadena Child Development Associates, a non-profit organization which provides therapy to children who have developmental disorders and is also an Advisor Board Member to Center4SpecialNeeds, a parent support group in the Conejo Valley. He is also involved with the DIR/Floortime Coalition of California, another non-profit which seeks to educate and advocate on behalf of providers of autism treatment and the families that they serve and is a board member at his church. Joe continues to be in good standing as an ordained minister with the Presbyterian Church.
Dr. Lee is a graduate of Seton Hall Law where he received his J.D., Boston College, where he received his B.A. in History and Political Science, he also has an M.Div. from Princeton Theological Seminary as well as a D.Min. from Fuller Theological Seminary. He is admitted to practice law in California, New York and New Jersey.
Regina F. Lark Ph.D.
Regina Lark is a Certified Professional Organizer and owner of A Clear Path, operating in Los Angeles and Orange
Dr. Regina Lark is an Organizing and Productivity Specialist based in Los Angeles. In 2008 she founded A Clear Path, followed by Silk Touch Moves, and recently, Speaking of Clutter.
Regina and her ninja organizers provide professional physical, emotional, and psychological support for people who wish to clear clutter and chaos from their lives. As a Board Certified Professional Organizer with additional certifications in ADHD, Chronic Disorganization, and Hoarding Disorders, she is a graduate of the Organizer Coach Foundation Training Program, and serves as a Member Director of the National Association of Productivity and Organizing Professionals (NAPO).
Dr. Lark is a frequent speaker and educator on topics ranging from women’s leadership, emotional labor, time management, productivity, hoarding, and ADHD.