Professionals Symposium

Professionals Symposium 2022
This event offers networking and continuing education opportunities for Estate and Financial Planning Professionals. We hope you will join us!

Thursday, May 12, 2022
1 – 5:00 p.m.

Registration Fee: $60

Farmer & The Seahorse
10996 Torreyana Road, San Diego, CA 92121
Complimentary parking is located in the parking garage off Torreyana Road.

Register Now


Estate Planning Paralysis: Getting Your Clients to Act
& The New Normal for Charitable Tax Planning
Justin Miller, J.D., LL.M., TEP, AEP®, CFP®
Evercore Wealth Management

Give the Dirt, Keep the Crops - Gift Planning Opportunities with Real Estate
Reynolds T. Cafferata, J.D. 
Rodriguez, Horii, Choi & Cafferata LLP

Rady Children’s Hospital Presentation
Bixby Marino-Kibbee, LCSW
Rady Children’s Center for Gender-Affirming Care

Additional program details will be added soon. 

General and Specialized Continuing Education Credits Offered: 
MCLE, Legal Specialization/Taxation, Legal Specialization/Estate Planning Trust & Probate, CLU, ChFC, CPA, CTFA, CFP, Private Fiduciary

COVID-19 vaccination is strongly encouraged for all attendees. For your convenience Rady Children’s offers vaccination to all community members in San Diego. Appointments and more information on Rady Children’s vaccine clinic can be found here.

Questions? Email or call 858-966-8237.