Professionals Symposium

Tuesday, January 30, 2018

Join Rady Children’s for the Professionals Symposium. This event offers outstanding networking and continuing education opportunities for Estate and Financial Planning Professionals.

Rady Children's Hospital-San Diego
Education and Office Building
7960 Birmingham Drive
San Diego, CA 92123
Hosted parking is available in the adjacent lot.

12:30 p.m. – Registration
1:00 p.m. – Program
5:00 p.m. – Reception 

Registration Fee: $60
General and Specialized Continuing Education Credits Offered


Driving Change with Impact Philanthropy
Lisa Johnsen, Deputy General Counsel, Bill & Melinda Gates Foundation

Impact Philanthropy: Growing Trends
David Lynn, Chief Investment Officer, Mission Driven Finance
Amanda Goldberger, Founder, IMPACT Strategies
Kathlyn Mead, President & CEO, The San Diego Foundation

Income Taxation of Trusts and Estates: What Every Estate Planner Should Know
Justin Miller, Senior Director, BNY Mellon Wealth Management


Questions? Email or call 858-966-5804

Thank you to our generous platinum sponsors: