Events Information

Monthly Membership Meeting

September 04, 2018
7:15 AM to 9:00 AM
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Fairbanks Ranch Country Club
15150 San Dieguito Rd.
Rancho Santa Fe, CA 92067
https://www.bayclubs.com/fairbanksranch
 Directions

The North County Estate Planning Council- San Diego is pleased to bring a Series on Advanced Life Insurance Planning with a Panel Presentation on:

“Dispelling Myths and Misconceptions on Life Insurance” and Gaining a Better Understanding of the Solutions that Life Insurance Can Provide

Our panel of Advanced Life Insurance Professionals, amongst many in the Council, Howard Clark of Clark Insurance Services, Rob Fink of RAF Strategies, David Jacobs of Grant Hinkle and Jacobs and George Alexander of Showley, Archambault & Alexander will be discussing the myriad of solutions that life insurance provides in the planning challenges for your clients. They will definitely discuss the misconceptions that exist in the planning world and enable you to better plan for your clients.

They will address:

  • Life insurance can be an incredible tool when used properly. 
  • We’ll explore some of the biggest misconceptions people have about life insurance, including:
    • Life insurance is too expensive.
    • Life insurance is too confusing.
    • Life insurance is only helpful when you die.
  • We’ll talk about the incredible living benefits available in today’s new generation of life insurance products.
  • We’ll discover why some the largest financial institutions in the country purchase as much as they can.
  • Learn why certain types of life insurance are actually considered an asset class, and should be a part of your client’s portfolio.
  • Lastly, we’ll discuss premium financing, and why your high net worth clients don’t have to pay premiums out of their own pocket.

Please Come as Early as You Can, 7:00AM, So You Can Enjoy the Fairbanks Ranch Country Club and the Networking Opportunities with the Council Members

The Guest Fee is $30.00 for the  Continental Breakfast and Meeting Room; Members attend free of charge; Please send this in as soon as possible. 

If you would like to Sponsor a Meeting, contact Bill Super or Carlee Harmonson

See below for our Upcoming Events for previews of what is coming in future months.

Please tootle down for the Full Bio and Contact Information for our Speakers.

We will also have out Hot Topic Ladies presenting on Current Developments:

  • Catherine Swafford of Withers Bergman and
  • Kristan Sheppard of Goodwin Brown
  • Roberta Robinson of Robinson & Wilson, Attorneys at Law.

Next NCEPC-SD Meeting, October 2, 2018

The next Regular Meeting of the North County Estate Planning Council- San Diego, where the nationally recognized ACTEC Fellow, Paul Lee of Northern Trust, will be presenting on “Putting it On & Taking it Off: Managing Tax Basis Today for Tomorrow.”

Paul is such a dynamic speaker and covers many areas in the world of advanced Estate Planning, his topic will certainly resonate with you all. With the increased “tax-free estate amount” ….”getting to “step-up” is particularly important today”. 

****NOW PROVIDING CONTINUING EDUCATION, MCLE AND ESTATE SPECIALIZATION CREDITS; PLEASE PROVIDE YOUR BAR/OTHER NUMBER WHEN YOU RSVP****

Please sign-in for the MCLE/CPE/CE as you enter the Meeting Room, on the left as you go down the hallway to the meeting room itself.

For Non-Members- there is a $30.00 fee for the Continental Breakfast and Meeting Room; Members attend free of charge

Please RSVP and Mail your check payable to the “North County Estate Planning Council- San Diego” ahead of time as soon as possible to:

William Super

William Super CPAs & Consultants

2188 Saffron Way, Fallbrook, CA 92028 

Fundraising Event: Alzheimer's San Diego walk in Balboa Park The walk takes place on Saturday, Oct 20. Last year, the first year the team LEAD4theCure was formed, we raised just under $15,000 as a team. Our goal this year is $30,000. The team is comprised of the pillars of the trust/probate/estate planning community and supported by: PASD, PFAC, SD County Bar Trust/Probate section.

We're looking for: Walkers to join the team, donors to support the team, and sponsors of the team

Other upcoming events:

PLEASE PUT THE NCEPC-SD MEETINGS DOWN ON YOUR CALENDAR AS A RECURRING MEETING FOR THE 1ST TUESDAY OF THE MONTH.   

  • September 4, 2018, First Tuesday, the Regular Meeting of the North County Estate Planning Council-San Diego, where a panel of advanced life insurance experts (amongst many in the Council) will address” De-Mystifying Life Insurance: moving beyond the basics of coverage to address the myriad of solutions that life insurance provides during the planning process”.
  • October 2, 2018, First Tuesday, the Regular Meeting of the North County Estate Planning Council- San Diego, where we will be honored to have the nationally noted Paul Lee of Northern Trust present on Current Thoughts in Estate and Charitable Planning as well as the Importance of the Step-Up in Basis of Estate Assets.
  • October 17 to 20, 2018: the 38th Annual Tax & Estate Planning Forum at the Manchester Grand Hyatt with noted speakers: Paul Lee, Jonathan Blattmachr, and Sam Donaldson, amongst others.

 

  • November 4 to 8, 2018, the 55th Annual Hawaii Tax Institute at the Sheraton Waikiki on Oahu with an outstanding line-up including Turney Berry, Stacy Eastland, Jonathan Blattmachr, Eileen Gallo, Carsten Hoffman, Andy Katzenstein, Carlyn McCaffrey, and many others.

 

  • November 6, 2018, First Tuesday, the Regular Meeting of the North County Estate Planning Council- San Diego, where we continue with our new Series on Planning for San Diego Real Estate Families. Details will be forthcoming.

 

  • November 6 to 9, 2018, the 55th Annual NAEPC Advanced Estate Planing Strategies Conference in Ft. Lauderdale with nationally noted speakers including Stive Akers, Jonathan Blatmachr, Steve Oshins, Bob Keepler any many more

 

  • December 4, 2018, First Tuesday, the Regular Meeting of the North County Estate Planning Council- San Diego, the speakers and the topic are being fine-tuned right now.

 

  • January 8, 2019, SECOND Tuesday of the Month of January (ONLY) due to New Years Day being the First Tuesday, the Regular Meeting of the North County Estate Planning Council- San Diego, the speakers and topics are being fine-tuned. 

 

Our Speakers:
Rob Fink, Howard Clark, David Jacobs and George Alexander

 

Robert A. Fink, J.D., Founder & CEO of RAF Strategies

Rob Fink, JD and tax and estate planning attorney founded RAF Strategies to help his clients deal with the challenges of saving, growing and protecting assets after the 2008 stock market crash. The economic changes that have taken place are more fundamental than a dip in the market.  We are facing a “new normal” that requires new thinking.

Rob works with individuals, business owners, professionals and advisors to tailor solutions to cope with this new normal.  Rob’s unique combination of legal, tax and insurance knowledge helps his clients to meet their financial goals. He has had great success in putting together strategies to deal with market volatility and record low rates of return, while also minimizing the impact of taxes on his clients assets and estates.

Rob received his Juris Doctorate degree in 1994 from the University of Detroit Mercy School of Law where his focus was estate planning, taxation, insurance and business planning. He relocated to San Diego to establish a practice specializing in advanced estate and insurance planning. He is a member of the bar in both Michigan and California, and maintains a life insurance license. Having worked in this arena for almost 20 years, he is recognized as one of the nation’s preeminent experts in his field.

Contact Information: Robert A. Fink, J.D. RAF Strategies LLC, 4350 La Jolla Village Dr., Suite 110, San Diego, CA 92122, P (858) 625-0800, F (858) 200-0602; rob@rafstrategies.com  ; www.rafstrategies.com

DAVID A. JACOBS, J.D., Partner & Shareholder at Grant Hinkle & Jacobs

DAVID A. JACOBS, J.D. has over twenty years of experience in law, insurance, and communications, and brings a valuable and unique perspective to the planning process.

Mr. Jacobs is a conscientious planner who specializes in working with other professionals and their clients to address business succession, executive retirement, estate planning, and life insurance matters. He is an excellent listener who cares deeply about meeting clients’ individual goals and objectives.

Mr. Jacobs frequently authors special reports on advanced planning techniques and speaks on behalf of the firm at conferences, seminars, and events, including the CalCPA/UCSD Tax & Accounting Institute and the National Association of Surety Bond Producers. He regularly provides continuing education to attorneys, accountants, fiduciaries, and other professionals.

Mr. Jacobs is active with local charities. He currently serves as treasurer of the North County Estate Planning Council and as Southern California membership chair of the Family Business Association of California. Mr. Jacobs served as president and board member of Center for Community Solutions for seven years and provided of pro bono services to the U.S.S. Midway Museum and Palomar College Foundation.

Mr. Jacobs received his B.A. in Political Science from the University of California at Santa Barbara, and his juris doctor (J.D.) from California Western School of Law in San Diego. He holds insurance licenses in many states. Mr. Jacobs resides in San Diego, California with his wife and their two children.

CA License #0C90752

Contact Information: David A. Jacobs at Grant Hinkle & Jacobs, 777 S. Hwy. 101, Suite 105, Solana Beach, CA 92075, david@ghjinc.com; www.ghjinc.com

Howard Clark of Clark Insurance Services

Howard Clark, CLU, ChFC is a very experienced advanced life insurance planner. After many years with Ohio National, Howard opened his own insurance consulting firm. Howard’s focus is providing the life insurance coverage, as needed, to meet the goals and needs of his business owner clients and his family clients. With his years of experience, he can match the right policy with his clients’ needs.

Contact Information: Howard S. Clark, CLU, ChFC, Clark Insurance Services, Inc, (O) 760-731-3357 (C) 760-533-8230, howardclarkinsurance@gmail.com

George D. Alexander, CLU, ChFC of ChFC of Showley Archembault & Alexander

George Alexander’s Focus is on Business & Estate Planning Applications of Life Insurance

Professional Licenses

  • Life & Health & Annuities Since 1982
  • Life Settlements
  • Long Term Care
  • Property & Casualty
  • Securities Series 6, 22, 63, 65
  • Licensed in California and Several Other States

 Education & Designations

  • American College, Bryn Mawr, PA,
  • Chartered Financial Consultant (ChFC) , 1989
  • Chartered Life Underwriter (CLU) , 1987
  • University of California Santa Barbara, BA, Business/Economics , 1981

Career

36-year career in the Life Insurance industry, as a Principal Partner and licensed broker representing over 50 Insurance Companies.  Extensive experience in marketing, sales, underwriting, claims, regulatory requirements, finance, policy preparation, state regulations and implementation.

  • Sold & Placed More Than 2,000 Insurance Policies
  • Life & Qualifying Member Million Dollar Round Table
  • 8 Year Qualifier Top of the Table/ Top 1% Sales in World
  • Connecticut Mutual/Mass Mutual 1982-1993
  • Principal, Showley, Archambault and Alexander 1993-Present
  • Member Firm: National Financial Partners Group 1993-2017
  • Industry Contributions & Speaking Engagements
  • Created and Presented CPA Continuing Education Program, Estate & Business Planning/Life Insurance. Presented to more than 30 CPA firms, 1993-1999
  • Lecturer of 8 Courses: “Applications of Life Insurance in Personal,

Contact Information: George Alexander, CLU, 3394 Carmel Mountain Rd # 200, San Diego, CA 92121

T: 619 990 1100, Email: galexander@saainsurance.com 

North County Estate Planning Council- San Diego Board:

 

Tickets

$30.00 Guest

$0.00 Member

$0.00 Regrets