This event offers networking and continuing education opportunities for Estate and Financial Planning Professionals. We hope you will join us!
Thursday, January 27, 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 adjacent lot. Additional parking is available in the garage off Torreyana Road.
Register Now
Program:
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 lmello@rchsd.org or call 858-966-8237.