Presented by

This event offers networking and continuing education opportunities for Estate and Financial Planning Professionals. We hope you will join us!

Presentations:

Transferring Wealth for the Middle Rich
Robert K. Kirkland
Kirkland Woods & Martinsen LLP

Mental Health Integration Initiative
Nicole Carr-Lee, PsyD, Director of Clinical Operations and Integration
Rady Children’s Hospital-San Diego

Legacy Planning Is Different Than Traditional Estate Planning
Tom Rogerson
President & CEO
GenLeg Co., Inc.

Schedule:

12:30 p.m. Registration
1 p.m. Program
5 p.m. Reception

General and Specialized Continuing Education Credits Pending Approvals:
MCLE, Legal Specialization/Taxation, Legal Specialization/Estate Planning Trust & Probate, CPA, CTFA, CFP, Private Fiduciary

Questions? Email giftplanning@rchsd.org or call 858-966-5804.

Thank you to our Platinum Sponsor

Thank you to our Gold Sponsor