$250.00
Please join us for a 70’s Attire Affair:
Circle of Friends Charity Gala
Thursday, February 21, 2019
San Diego Marriott – Del Mar
11966 El Camino Real
San Diego, CA 92130
Cost: $250
5:30-6:30pm: COME AND GET YOUR LOVE Reception
6:30-8:30pm: ooo… BARRACUDA Dinner and Fund Raising
8:30 -11:00pm: BOOGIE WONDERLAND Live Music, Dancing, and Casino-Style Gaming
Proceeds to Benefit Rady Children’s Autism Discovery Institute
If you are registering for two, please add two products to your cart and add the guest name in the notes on the check out page.
Please join us for a 70’s Attire Affair:
Circle of Friends Charity Gala
Thursday, February 21, 2019
San Diego Marriott – Del Mar
11966 El Camino Real
San Diego, CA 92130
Cost: $250
5:30-6:30pm: COME AND GET YOUR LOVE Reception
6:30-8:30pm: ooo… BARRACUDA Dinner and Fund Raising
8:30 -11:00pm: BOOGIE WONDERLAND Live Music, Dancing, and Casino-Style Gaming
Proceeds to Benefit Rady Children’s Autism Discovery Institute
If you are registering for two, please add two products to your cart and add the guest name in the notes on the check out page.
Spotting charitable giving opportunities in your client’s life is the first step to success in charitable estate planning. In this session we will be going over several places you can look for opportunities, the charitable tools to use and the potential revenue generated for the charitable estate planner.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Randy Fox and Lee Hoffman
What are the consideration, advantages, and risks when helping your clients choose between a private fiduciary or a trust company to help administer their estate? Ann and Lauren will discuss the regulations governing each of the two choices and how the roles complement each other, as well as some differences that may cause a choice in one direction or the other. Likewise, are there instances in which professional trustees and private fiduciaries should consider combining forces to carry out the best interest standard and what logistics, documents and/or drafting language would allow them to do so?
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Anne Rosevear, Esq. and Lauren Derstine Humphrey, JD
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Clients understand passion, intent, and transformational charitable giving. R..J. and Elise will review the technical options as well as the soft side that drives client satisfaction and implementation in the balance of your plan. Learn and understand the financial, tax, legal, and client impact of today’s charitable giving options.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by R.J. Kelly and Elise Webster.
PREVIEW: