Professionals Symposium

Thursday, Jan. 30

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

The Alexandria at Torrey Pines
10996 Torreyana Road
San Diego, CA 92121
Hosted parking is located in the parking garage off Torreyana Road.

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

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

Register Now


Upstream Planning and New Basis: The Hottest Game in Town
Turney P. Berry, Partner
Wyatt, Tarrant & Combs, LLP

Family Wealth Transitions: Essential Conversations Every Family Should Have
Emily Bouchard, Strategic Wealth Coach – Wealth Sustainability
Ascent Private Capital Management of U.S. Bank

Charity Falls, Director & Senior Wealth Strategist
Union Bank Private Bank

Kelly Garcia Arrillaga, CTFA, Senior Trust & Fiduciary Advisor, Vice President
First Republic Trust Company

Rady Children’s Hospital Physician Presenter:
Suzanne Starling, M.D.
Medical Director and Associate Center Director, Chadwick Center for Children & Families

Questions? Email or call 858-966-5804.

Thank you to our generous platinum sponsors: