Events Information

Monthly Membership Meeting

February 04, 2020
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

NCEPC-SD is pleased to welcome:

 

Steve Brown of Brown Brown & Gomberg (Skokie, IL) to discuss:

Considerations in Looking at Life Settlements

 

Details to follow.


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.


Plus, our Hot Topic Update on "What is Happening Today" led by:

  • Catherine Swafford, Esq., Withers Bergman
  • Kristan Sheppard, Esq., Goodwin Brown
  • Roberta Robinson, Esq., Robinson & Wilson

 

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

 



Other upcoming events:

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

  • March 3, 2020, FIRST Tuesday of the Month, the Regular Meeting of the North County Estate Planning Council- San Diego; Kristan Caverly of Henderson Caverly Pum & Trytten LLP will lead a Panel that addresses: “What Estate Planners should Learn from Estate Litigators and Administrators." 
  • April 7, 2020, FIRST Tuesday of the Month, the Regular Meeting of the North County Estate Planning Council- San Diego; the Council will continue with our Series on Business Exit Planning led by Robert Copeland of Sheppard Mullin and Chuck Witham of Witham Mahoney and Abbot. More details to come.

North County Estate Planning Council- San Diego Board:

  • Joe Ouellette        AXA Advisors                                 [email protected]
  • William Super       William Super CPAs & Consultants   [email protected] 
  • David Jacobs        Grant Hinkle Jacobs                        [email protected]  
  • Phil Sullivan          Sullivan McGibbons & Associates     [email protected]
  • Carlee Harmonson Union Bank                                   [email protected]

Tickets

$30.00 Guest

$0.00 Member

$0.00 Regrets