Events Information

Past Meetings

Monthly Membership Meeting

June 02, 2020
7:15 AM to 9:00 AM

Zoom Meeting

Charitable Planning When the Stars Align: Why 2020 is the Year for Charitable Gifts

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Monthly Membership Meeting via Zoom

May 12, 2020
7:45 AM to 9:00 AM

Zoom Meeting

The Best Planning Ideas Today in the Face of COVID-19, COVFEFE, and Chaos

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Monthly Membership Meeting is Cancelled Due to COVID-19

April 07, 2020
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

Check back soon for updates on future meetings

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Monthly Membership Meeting

March 03, 2020
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

Keep Your Clients’ Estate Plans Out of Court – 3 Areas Where Planners Can Reduce Trust Administration Litigation

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Monthly Membership Meeting

February 04, 2020
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

Considerations in Looking at Life Settlements

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Monthly Membership Meeting

January 07, 2020
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 Real Estate Families

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