Timely Program from the Society of FSP Addresses Key Influences on Your Practice
February 10, 2017
Estate Planning Workshop – Sponsored by Peak Trust – San Diego
October 31, 2017
When:
April 11, 2019 @ 2:30 pm – 4:00 pm
2019-04-11T14:30:00-07:00
2019-04-11T16:00:00-07:00
Where:
The Southern California Institute
10251 Vista Sorrento Parkway
Suite 250, San Diego
CA 92121
Cost:
Free
Contact:
Shelley Lightfoot
858 200-1911

April 11, 2019 – How Charitable Strategies Enhance Estates; Presented by Zaira Espinoza, Financial Advisor and Monica Szakos Cramer, Vice President

Wealthy families cannot leave 100% of their estates to their children and grandchildren, without the proper planning, because the estate and the gift transfer tax system intervene. This presentation will demonstrate how philanthropy actually enhances what the family receives while benefiting worthy charitable causes in meaningful ways.