$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.
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:
What is a Private Trust Company? How does it work? Planning Considerations: The Entole Solution: Governance, Processes, Legal Structures, and Technology
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Matthew Grupp, Esq. and Christian Grupp
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
It’s hard enough for life and/or business partners to talk about the subjects of dying – difficult family situations – health and money concerns that impact estate & business exit planning … only to learn that what you say may not be what your partner hears. It is no wonder we have a hard time reaching consensus, feeling heard, and taking action … In this practical and thoughtful presentation, nationally recognized family business planning and legacy advisor, R. J. Kelly, will help you identify some critical estate and business succession planning moves you need to make, but also how to value the differences and communicate better with your partner – at home and at the office – to reach better outcomes and have greater implementation.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by R.J. Kelly, ChFC, CLU, IAR, MSFS