Events Information

Monthly Membership Meeting

November 06, 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
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The North County Estate Planning Council - San Diego, welcomes you to our November Meeting where we continue with our new

Series on Planning for San Diego Real Estate Families

The presentation will start off with:

Alan Nevin of Expera.  Alan will provide a primer on the San Diego, California and US real estate economy.

This will be followed by a panel moderated by Cory Grant of Grant Hinkle & Jacobs, and experienced real estate advisor and advanced life insurance planner. The Panel will include:

  • Doug Wilson of Douglas Wilson Companies,
  • Jon Hamby of RED Strategies
  • A corporate trustee focused on real estate legacy assets.

This panel will explore a Case Study where we will begin to dive into the unique world of Legacy Real Estate Planning.

Tickets

$30.00 Guest

$0.00 Member

$0.00 Regrets