Events Information

Past Meetings

Monthly Membership Meeting

November 06, 2018
7:15 AM to 9:00 AM

Fairbanks Ranch Country Club
15150 San Dieguito Rd.
Rancho Santa Fe, CA 92067
https://www.bayclubs.com/fairbanksranch

Planning for San Diego Real Estate Families

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Monthly Membership Meeting

October 02, 2018
7:15 AM to 9:00 AM

Fairbanks Ranch Country Club
15150 San Dieguito Rd.
Rancho Santa Fe, CA 92067
https://www.bayclubs.com/fairbanksranch

Modern Uses Of Partnerships After “Tax Reform” (Sorting Through The COVFEFE)

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Monthly Membership Meeting

September 04, 2018
7:15 AM to 9:00 AM

Fairbanks Ranch Country Club
15150 San Dieguito Rd.
Rancho Santa Fe, CA 92067
https://www.bayclubs.com/fairbanksranch

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

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Monthly Membership Meeting

August 07, 2018
7:15 AM to 9:00 AM

Fairbanks Ranch Country Club
15150 San Dieguito Rd.
Rancho Santa Fe, CA 92067
https://www.bayclubs.com/fairbanksranch

Buy-Sell Agreements in Light of a Business Sale

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Monthly Membership Meeting

July 03, 2018
7:15 AM to 9:00 AM

Fairbanks Ranch Country Club
15150 San Dieguito Rd.
Rancho Santa Fe, CA 92067
https://www.bayclubs.com/fairbanksranch

Beyond the Basics: What You Need to Know to Assist Your Clients with the Myriad of Issues and Choices and Provisions of the Social Security World

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Monthly Membership Meeting

June 05, 2018
7:15 AM to 9:00 AM

Fairbanks Ranch Country Club
15150 San Dieguito Rd.
Rancho Santa Fe, CA 92067
https://www.bayclubs.com/fairbanksranch

Creative Strategies for the Emerging Transfer of Real Estate Wealth

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Monthly Membership Meeting

May 01, 2018
7:15 AM to 9:00 AM

Fairbanks Ranch Country Club
15150 San Dieguito Rd.
Rancho Santa Fe, CA 92067
https://www.bayclubs.com/fairbanksranch

NINGs, DINGs and the Opportunities to Plan Around State Income Taxation of Estate Planning Trusts

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Monthly Membership Meeting

April 03, 2018
7:15 AM to 9:00 AM

Fairbanks Ranch Country Club
15150 San Dieguito Rd.
Rancho Santa Fe, CA 92067
https://www.bayclubs.com/fairbanksranch

You’ve Received An Unsolicited Letter of Intent: Analyzing An Offer; Is This a Good Deal for the Seller or Not?

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Monthly Membership Meeting

March 06, 2018
7:15 AM to 9:00 AM

Fairbanks Ranch Country Club
15150 San Dieguito Rd.
Rancho Santa Fe, CA 92067
https://www.bayclubs.com/fairbanksranch

The State of Philanthropy in San Diego

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Monthly Membership Meeting

February 06, 2018
7:15 AM to 9:00 AM

Fairbanks Ranch Country Club
15150 San Dieguito Rd.
Rancho Santa Fe, CA 92067
https://www.bayclubs.com/fairbanksranch

Review of the Planning Opportunities from the New Tax Legislation with Phil Jelsma

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Monthly Membership Meeting

January 09, 2018
7:15 AM to 9:00 AM

Fairbanks Ranch Country Club
15150 San Dieguito Rd.
Rancho Santa Fe, CA 92067
https://www.bayclubs.com/fairbanksranch

What is Up with the Markets and Where are they Going?

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