Events Information

Past Meetings

Council Annual Social Event

December 07, 2017
4:00 PM to 7:30 PM

Arterra @ San Diego Marriott
11966 El Camino Real
San Diego, CA 92130
http://www.arterradelmar.com/

Excellent food, beer, wine, and good cheer!

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Monthly Membership Meeting

December 05, 2017
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

Amy Costoro: "Bridging Generations" co-authored by Roy Williams

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Monthly Membership Meeting

November 07, 2017
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 Sale of A Business: The Estate, Gift, Charitable, and Income Tax Opportunities to be Considered…Well Ahead of Signing!

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Monthly Membership Meeting

October 03, 2017
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 Top 7 Things Everyone Should Know about Home Care Services

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Monthly Membership Meeting

September 05, 2017
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

Exit Planning for Life Insurance Policies: From Surrender to Sales of Policies to Charitable Gifts of Policies

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Building and Protecting Business Value to Maximize Realized Dollars and Achieving Transaction Readiness

August 01, 2017
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

Expanding on Exit Planning

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Monthly Membership Meeting

July 05, 2017
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 Top Ten Tips Every Estate Planner Should Know for Making Divorce Less Taxing

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Monthly Membership Meeting

June 06, 2017
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 Wide World of Elder Law Planning

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Monthly Membership Meeting

May 02, 2017
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 Impact of Philanthropy on a Family’s Estate Plans and Passing on the Family’s Values and Legacy

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Monthly Membership Meeting

April 04, 2017
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

Business Exit Planning, Building Business Value and Getting the Business Ready for Sale

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What the Estate Planners Could Learn from the Estate Administrators and Litigators

March 07, 2017
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

Tricks from the Trenches and Traps for the Unwary

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Monthly Membership Meeting

January 03, 2017
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

Planning For An IPO (Intellectual Property Owner), Part 2

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