Events Information

Past Meetings

Monthly Membership Meeting

December 01, 2015
7:15 AM to 9:00 AM

Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort

Cutting Through the Weeds: Life Insurance Concepts for the 99%

Read More

Monthly Membership Meeting

November 03, 2015
7:15 AM to 9:00 AM

Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort

Grantor Intent & Fiduciary Flexibility:Drafting for the Long Haul

Read More

Monthly Membership Meeting

October 06, 2015
7:15 AM to 9:00 AM

Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort

International Planning and Asset Protection with Al King

Read More

Monthly Membership Meeting

September 01, 2015
7:15 AM to 9:00 AM

Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort

The Client Conversation: Adding Value Through Community

Read More

Monthly Membership Meeting

August 04, 2015
7:15 AM to 9:00 AM

Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort

The Other Half of Estate Planning with Pete Wheeler

Read More

Monthly Membership Meeting

July 07, 2015
7:00 AM to 9:00 AM

Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort

Asset Protection Hot Topics with Jay Adkisson

Read More

Monthly Member Meeting

June 02, 2015
7:00 AM to 9:00 AM

Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort

The New Vocabulary of Estate Planning

Read More

Monthly Membership Meeting

May 05, 2015
7:15 AM to 9:00 AM

Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort

Charitable Remainder Trusts: Mystery or Mastery?

Read More

Monthly Membership Meeting

April 07, 2015
7:15 AM to 9:00 AM

Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort

"More Tales from the Trenches- How to Watch for , Plan For and Deal With Third Party Claims: A Discussions of How Professionals Can be Sued by Non-Clients for their Professional Services and What to Do About it Now"

Read More

Monthly Membership Meeting

March 03, 2015
7:15 AM to 9:00 AM

Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort

“The Williams Group- A Deeper Dive”

Read More

Monthly Membership Meeting

February 03, 2015
7:15 AM to 9:00 AM

Morgan Run Club & Resort
5690 Cancha de Golf
Rancho Santa Fe, CA 92091
http://www.clubcorp.com/Clubs/Morgan-Run-Club-Resort

FINANCIAL PROFESSIONALS & SPECIAL NEEDS PLANNING - WHAT DO YOU NEED TO KNOW?

Read More

Monthly Membership Meeting

January 06, 2015
7:15 AM to 9:00 AM

La Jolla Institute for Allergy and Immunology
9420 Athena Circle
La Jolla, CA 92037
http://www.liai.org

Investors and Business Owners: Economic and Financial Market Outlook: “What Time is it on the Economic Clock

Read More